Smart Philanthropy
Benjamin T. White covers creative uses of charitable remainder trusts, charitable lead trusts, and charitable lead annuity trusts in wealth planning after the 2001 tax act. Read More
Philanthropy in uncertain times
March 22, 2002 | Robert F. Sharpe
This article from Trusts and Estates looks at some of the advantageous options available to donors and philanthropic families in challenging economic times. ‘Governments continue even in the worst of economic times,’ notes the article’s author, Robert F. Sharpe, Jr. ‘But what of the nonprofit sector? How does this sector fare during difficult economic times? Is it societal ‘fluff’ that Read More
Difficult Discussions at Difficult Times
March 4, 2002 | Deanne Stone
This Passages Issue Brief offers suggestions for preparing for and responding to the effect of crises of different magnitude on philanthropic families. These include personal crises such as death, illness, and interpersonal conflicts, as well as community and national crises — including natural disasters, riots, economic recession, and terrorism. Read More
Staying Connected While Growing Apart
February 28, 2002 | Kelin E. Gersick, Ph.D.
Family development can be more complicated than business growth. Understanding this common phenomenon requires a more complex model than the original stages of development for the family circle. Read More
Legacy: the Helping Hand of Family Philanthropy
January 30, 2002 | Charles Hamilton, Jason Born
It's important to attend to family foundation legacy or it will be forgotten. Stories and formal legacy statements preserve a 'usable' past while renewing values for the future....Telling stories and preparing legacy statements are ways to help harness the "constant" in family philanthropy. Read More
When Should the Local Go Global
January 18, 2002 | Foundation News and Commentary
In a fictional dilemma, members of a family foundation board struggle over whether they should expand their giving when a major disaster strikes in a foreign country. Read More
Guidelines on capital grants (Eckerd Family Foundation)
December 29, 2001 | Eckerd Family Foundation
This policy from the Eckerd Family Foundation establishes their guidelines for making capital grants, in this case, for facilities and equipment. The guidelines specify what the foundation considers, e.g., mission-related, amount, and evaluation, when reviewing a capital request. Read More
It’s not business as usual
November 30, 2001 | Ellen Bryson
Some foundation boards meet only a few times per year. Here’s how several foundation boards rallied by phone and in person after September 11. Read More
Coming full circle
November 27, 2001 | Ann Monroe, The Philanthropic Initiative
AOL Time Warner has found a new way to help its employees get to know each other better while doing something meaningful: It’s bringing them together in small groups to pool their money—anywhere from $25 each and up—and then give it away. The groups are called giving circles, and in helping to form them, AOL has jumped aboard one of the hottest new trends in philanthropy. Read More
Supporting Organizations: Options, Opportunities, and Challenge
November 5, 2001 | Jason Born
Supporting organizations are flexible and entrepreneurial vehicles for family philanthropy. Families who know the specific causes they wish to support, and who are comfortable sharing control of their grantmaking with publicly appointed board members, may well find supporting organizations to be the most appropriate option for their philanthropic goals. Families seeking to support the programs and goals of a specific Read More
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