Report

Philanthropy in Complex Multigenerational Families Report: A Companion Guide

Posted on November 3, 2025 by Wendy R. Ulaszek, Ph.D., Ashley Blanchard

This companion guide to the Philanthropy in Complex, Multigenerational Families: Balancing Individual Preference with Collective Purpose report helps families put the report’s lessons into action. Use this guide to: Assess whether your family operates in an individualistic or collaborative manner. Gauge family members’ interest in and readiness for change. Decide on the right path forward.  … Read More

Trends 2025—Results of the Third National Benchmark Survey of Family Foundations

Posted on November 5, 2024

The Trends report captures and tracks leading trends in the field of family philanthropy. Conducted every five years, this research identifies emerging issues, changes in funding priorities and governance practices, innovative approaches to giving and decision making, and anticipated future giving patterns and practices among US-based philanthropic families nationally. Ultimately, it aims to equip donors with data they can apply… Read More

Unlocking the Power of DAFs

Posted on July 13, 2023 by Betsy Erickson, Arabella Advisors

This paper explores tactics DAF-holders can use to combat stagnation and overcome the barriers—both psychological and structural—that are holding them back, enabling them to put their charitable dollars to work and fulfill the expectations of their roles as funders… Read More

The NCFP Guide for Effective Family Philanthropy

Posted on June 5, 2023

The NCFP Guide for Effective Family Philanthropy defines effectiveness in the context of family philanthropy and anchors it in four principles—accountability, equity, reflection and learning, and relationships. Through a series of reflection questions and practices families can interrogate their current practices and embrace changes that support more meaningful outcomes. Effectiveness is the culmination of many practices and it is a… Read More

Philanthropy in Complex, Multigenerational Families: Balancing Individual Preference with Collective Purpose

Posted on April 12, 2023 by Wendy R. Ulaszek, Ph.D., Ashley Blanchard

Tree in field
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

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