Knowledge Center | Case Study

Effective Family Philanthropy: The Roundhouse Foundation

How the Family Behind a Sportswear Behemoth Is Expanding Its Philanthropy for Rural Communities In 1937, Paul Lamfrom fled Nazi Germany and later founded Columbia Hat Company, a modest hat manufacturer in Portland, Oregon. When Paul passed away, the company’s reins were handed over to his son-in-law, Neal Boyle, who’d been working for him. After Neal died suddenly in 1970, Read More
Knowledge Center | Case Study

Effective Family Philanthropy: The Sobrato Family

May 17, 2023 | Ade Adeniji
The Personal and the Collective: How Three Generations of the Sobrato Family Give The Sobrato Organization in Silicon Valley has developed more than 21 million square feet of office space, R&D and multi-family projects since the 1960s. Today, the company’s real estate portfolio includes over 7.5 million square feet of office space in Northern California, with tenants like Netflix, Airbnb Read More
Knowledge Center | Case Study

Effective Family Philanthropy: Roy and Patricia Disney Family Foundation

May 17, 2023 | Ade Adeniji
How Multiple Generations of the Disney Family Come Together to Fund Social Justice in LA and Beyond It all began at Disney Brothers Cartoon Studio in October 1923. Here, bright young cartoonist Walt Disney and his older brother Roy O. Disney established the upstart studio in Hollywood, California. Walt arrived in Los Angeles from the Midwest after his previous effort, Read More
Knowledge Center | Case Study

Effective Family Philanthropy: The Cricket Island Foundation

April 14, 2023 | Ade Adeniji
What It Looks Like When a Multigenerational Family Foundation Makes All Voices Equal Therma-Tru Corporation was a family-owned business whose bread and butter was manufacturing exterior and entry doors. The Midwestern company traces its roots to the 1960s, when David Welles, a retired Owens Corning executive, purchased a bankrupt building supply company in Toledo, Ohio. The company eventually patented its Read More
Knowledge Center | Report

Executive Summary—Philanthropy in Complex, Multi-Generational Families: Balancing Individual Preference with Collective Purpose

April 12, 2023
Researchers from Lansberg Gersick Advisors consider how the family foundation’s design and operation is informed by—and informs—the family’s philanthropic activities that take place outside of it. The purpose of this study is to help families understand how they can design their family philanthropy to best meet their goals.    The study’s standout finding was that the creation of a robust family Read More
Knowledge Center | Report

Full Report—Philanthropy in Complex, Multi-Generational Families: Balancing Individual Preference with Collective Purpose

Researchers from Lansberg Gersick Advisors hypothesized that families’ abilities to work together effectively in their philanthropy is dependent not only on the way they design their collective family foundation, but also in how they structure the philanthropic activities outside of it. From 2018-2022, they conducted surveys and interviews and found that as families evolve, they face common dilemmas regarding their Read More
Knowledge Center | Case Study

Effective Family Philanthropy: The Woodcock Foundation

April 5, 2023 | Ade Adeniji
The Evolution of the Woodcock Foundation: A Progressive Family Funder Branches Out Polly W. Guth was an heir to one of the founders of the pharmaceutical giant Merck & Co. She was also an active philanthropist, heavily involved in groups like Planned Parenthood of New York City and Asia Society. In 1996, Guth founded the Woodcock Foundation, which has awarded over Read More
Knowledge Center | Case Study

Effective Family Philanthropy: The Pérez Family

March 22, 2023 | Ade Adeniji
“Miami Is Our City.” How Two Generations of the Billionaire Pérez Family Give Back in the late 1970s, Argentina-raised Jorge Pérez linked up with Stephen Ross and his affiliated Related Companies, the developer of New York City’s Hudson Yards. The Related Group, founded in 1979, began with a focus on building affordable housing before branching out to high-end condos. And Read More
Knowledge Center | Case Study

Effective Family Philanthropy: William J. and Dorothy K. O’Neill Foundation

March 16, 2023 | Wendy Paris, Inside Philanthropy
This Foundation Keeps a Huge Extended Family United While Helping Other Families Thrive I first heard about Cleveland-based William J. and Dorothy K. O’Neill Foundation in an unusual way. I was on a solo road trip from Texas to L.A. and nearly ran out of gas in the desert, when a service station arose from the dirt and tumbleweeds like Read More