Giving in challenging times

Posted on May 24, 2014 by Rockefeller Philanthropy Advisors

Huge economic change may seem to call for a dramatic change in giving strategy. But thoughtful philanthropists rarely panic. In fact, they often see changing circumstances as a chance to take a fresh look at their approach—reviewing their giving; recalibrating their priorities and methods; and recommitting to a long-term giving strategy (if appropriate)… Read More

The Giving Commitment: Knowing Your Motivations

Posted on May 24, 2014 by Rockefeller Philanthropy Advisors

This guide offers a brief overview of reasons why people engage in philanthropy. Part of the Philanthropy Roadmap series, the guide offers both experienced and emerging donors an opportunity to take a closer look at what motivates them to give. They can use this knowledge in turn to help create— or refine — their own giving strategy. This guide seeks to help donors become more focused by becoming more self-aware… Read More

Launching your own major project

Posted on May 24, 2014 by Rockefeller Philanthropy Advisors

Philanthropic entrepreneurs thrive when building a new program or organization, or making a lead gift in a campaign they champion. But there are also funders who catalyze significant new projects without becoming donor-operators or becoming public spokespeople for their cause. In this sense, the key to a successful major project is largely dependent on the depth of a donor’s engagement… Read More

What is my giving style? Two considerations: Visibility & Impact

Posted on December 22, 2012 by Rockefeller Philanthropy Advisors

This guide identifies two (among many) considerations that shape a philanthropist’s giving style. The first is the degree of visibility a donor wants (or does not want): at one end of the spectrum is the anonymous giver, and on the other end is the public advocate. The second consideration is the level of impact the donor desires: at one end is the giver who is interested in providing immediate, direct relief, and at the other is the philanthropist committed to long-term social change… Read More

Mission-Related Investing: a Guide for Foundation Trustees

Posted on March 7, 2008 by Doug Bauer, Steven Godeke

While a large body of work has evolved around concepts such as program-related investments, proxy voting and shareholder resolutions, socially responsible investing, double/triple bottom line investing, and blended value investing, few resources exist for private foundation trustees and staff who commit to adopt an MRI program and integrate it with the existing policies, processes and workflows of their organizations… Read More

Unlocking the Power of the Proxy

Posted on October 22, 2004 by Conrad MacKerron

There is no such thing to my mind . . . as an innocent stockholder. He may be innocent in fact, but socially he cannot be held innocent. He accepts the benefits of the system. It is his business and his obligation to see that those who represent him carry out a policy which is consistent with the public welfare… Read More