The Philanthropic Initiative

This content is for Community Foundations subscribers only.

5 Cases on Family Philanthropy Dynamics

Posted on September 11, 2019

The Philanthropic Initiative (TPI) developed these quick case studies for internal discussion by community foundation staff. They deal with issues such as dictated participation, uneven levels of involvement, and family member ambivalence… Read More

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Mapping and Understanding Family Dynamics

Posted on September 11, 2019

Dr. Thierry Guedj provided this training to community foundation staff as part of the 2006-08 Excellence in Family Philanthropy It reviews family systems, the “family dynamics iceberg,” common warning signs of family problems, and more… Read More

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Genograms and Family Philanthropy

Posted on September 11, 2019

Family therapists, social workers, and some professional advisors create genograms – a version of a family tree diagram – to map family relationships. Dr. Sharon Nieb provided this training to community foundation staff as part of the 2006-08 Excellence in Family Philanthropy… Read More

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Family Systems and Issues

Posted on September 11, 2019

The Philanthropic Initiative created this PowerPoint presentation to provide basic training on navigating family systems and issues. The file includes TPI’s presentation notes… Read More

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Family Systems and Family Issues: Community Foundations and Philanthropic Families

Posted on September 11, 2019 by Kelin E. Gersick, Ph.D.

Dr. Kelin Gersick distilled his understanding of family structure, governance, relationships, and more as part of the 2006-08 Excellence in Family Philanthropy initiative… Read More

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Involving Advisors in Philanthropic Planning

Posted on September 11, 2019

In 2005, Steven Johnson, former VP at The Philanthropic Initiative, summarized 10 years of research and practice in philanthropic planning in this article for the Journal of Gift Planning… Read More

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Two-Part Family Philanthropy Case Study: Couple and Family Meetings

Posted on September 11, 2019

This two-part case study first gives you practice in navigating your first meeting with a couple and then managing a second meeting with the couple and their two children. The Philanthropic Initiative (TPI) developed it for community foundations in 2007… Read More

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Family Philanthropy Case Study: Different Styles

Posted on September 11, 2019

This case study, for facilitated group discussion with your staff, describes the challenge a community foundation faced a family clashed over differing philanthropic styles and power sharing. The Philanthropic Initiative (TPI) developed it for community foundations in 2007… Read More

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Facilitation Fundamentals

Posted on September 11, 2019

In this quick checklist, The Philanthropic Initiative (TPI) and community foundation staff members outlined tips to define your role, set the stage, manage the meeting, and more… Read More

Family Philanthropy Case Study: Engaging Adult Children

Posted on September 11, 2019

This case study, for facilitated group discussion with your staff, describes the challenge a community foundation faced when attempting to authentically involve the adult children. The Philanthropic Initiative (TPI) developed it for community foundations in 2007… Read More

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5 Cases on Family Philanthropy Dynamics

The Philanthropic Initiative

5 Cases on Family Philanthropy Dynamics

Posted on September 11, 2019

Mapping and Understanding Family Dynamics

Posted on September 11, 2019

Genograms and Family Philanthropy

Posted on September 11, 2019

Family Systems and Issues

Posted on September 11, 2019

Family Systems and Family Issues: Community Foundations and Philanthropic Families

Posted on September 11, 2019 by Kelin E. Gersick, Ph.D.

Involving Advisors in Philanthropic Planning

Posted on September 11, 2019

Two-Part Family Philanthropy Case Study: Couple and Family Meetings

Posted on September 11, 2019

Family Philanthropy Case Study: Different Styles

Posted on September 11, 2019

Facilitation Fundamentals

Posted on September 11, 2019

Family Philanthropy Case Study: Engaging Adult Children

Posted on September 11, 2019

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