Tony Macklin, a Chartered Advisor in Philanthropy®, consults with donor families, grantmakers, and their advisors about purpose, use of resources, action planning, and learning. As executive director of the Roy A. Hunt Foundation, he facilitated changes in visioning, impact investing, grantmaking, trustee education, and back-office management. In twelve years at the Central Indiana Community Foundation, he led grantmaking initiatives, advised wealthy donors, attracted $39 million, and launched a social enterprise. Tony currently serves as program manager for the NCFP’s Community Foundations Family Philanthropy Network. He also serves as a senior advisor to the Impact Finance Center and peer reviewer for The Foundation Review.

Contributions

Balancing Purpose, Payout, and Permanence

Posted on August 30, 2020 by Council on Foundations, National Center for Family Philanthropy, Tony Macklin

Be sure to watch the recording of the related webinar. In partnership with the Council on Foundations, the National Center for Family Philanthropy is pleased to release Balancing Purpose, Payout, and Permanence: Strategy Guide. How much should we spend? This is an essential question for foundations, and one of the most complex, particularly in moments of change or turmoil. This… Read More

Balancing Purpose, Payout, and Permanence

Posted on August 14, 2020 by Peter F. Bird, Jr., Liz Sak, George Suttles, Nicholas A. Tedesco, Tony Macklin

“How much should we spend?” It’s an essential question for all funders, and an especially complex one for endowed private foundations. The answer of “around 5%” was never universal as foundations sought creative means of ensuring that assets would serve mission rather than the other way around. In recent times, the pressure to revisit payout has increased. Endowed foundations have… Read More

Community Foundations Network Topical Call: How Are You Managing Your Teams and Philanthropic Services Moving Forward?

Posted on June 1, 2020 by Tony Macklin

video conference call
As counties re-open, how has your foundation decided to balance in-office and virtual work? How are you modifying metrics and performance expectations in your donor service and development plans? And, how are you adjusting service delivery models through the end of 2020? In this peer exchange, we’ll collect insights through verbal responses, chat, and hopefully any policies or documents you’re… Read More

Community Foundation Spark Session: Community Foundation Business Models for Family Philanthropy (Round 4)

Posted on May 19, 2020 by Debbie Wilkerson, Caroline Kuebler, Bob Fockler, Whitney Hosty, Tony Macklin

This is NCFP’s fourth annual deep dive into how community foundations structure their business models for more intensive services to multi-generation and multi-branch families. Two foundations will serve as case studies, describing how they defined their customer segments, developed their portfolio of programs and services, worked with their board to set goals and success measures, refined their financial model for expanded services, engage advisors, and more. Their presentations will be… Read More

Community Foundation Spark Session: Community Foundations in the Evolving Landscape of Family Philanthropy Services

Posted on February 18, 2020 by Nicholas A. Tedesco, Jennifer Touchet, Tony Macklin

The demand for philanthropic advice is increasing, spurred in part by historic wealth creation, intergenerational transfer of wealth and aspirations for purpose-driven lives and businesses. Moreover, we are witnessing a rising numbers of donors and their families leveraging diverse philanthropic vehicles and tools. Community foundations are well-positioned to provide best in class advice and accordingly, are eager to explore how… Read More

Community Foundation Spark Session: Building Blocks for Successful Family Philanthropy Services

Posted on February 28, 2019 by Gary Butterworth, Samuel Clark, Michelle Beisker, Susan Willey, Tony Macklin

An increasing number of consultants, wealth management firms, Donor-Advised Fund sponsors, and more are positioning themselves as trusted guides in families’ philanthropic journeys. They’re answering families’ questions about social impact, values alignment, successor generation preparation and engagement, and more.   Will your community foundation maintain a competitive advantage in that marketplace? Will you be positioned as a trusted resource beyond grants… Read More

Community Foundation Spark Session: Successful Generational Transitions

Posted on January 31, 2019 by Kathleen Wagner, Stephen Robinson, Lauren Domino, Barrett Coker Krise, Tony Macklin

In philanthropic families, no subject generates more questions than preparing for and successfully passing the responsibility of a foundation or fund to successor generations. Family members consider issues both personal (e.g. self-identity, legacy, family roles) and pragmatic (e.g. timing, knowledge and skills required, differing work and decision-making styles).   Community foundation staff can play a key role in smoothing those transitions in donor families, often helping families plan… Read More