Report

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

Executive Summary—Philanthropy in Complex, Multi-Generational Families: Balancing Individual Preference with Collective Purpose

Posted on April 12, 2023

fall leaves
Researchers from Lansberg Gersick Advisors consider how the family foundation’s design and operation is informed by—and informs—the family’s philanthropic activities that take place outside of it. The purpose of this study is to help families understand how they can design their family philanthropy to best meet their goals.    The study’s standout finding was that the creation of a robust family… Read More

Full Report—Philanthropy in Complex, Multi-Generational 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

Before Sunset

Posted on July 13, 2022 by Arabella Advisors

With support from and in partnership with the Kataly Foundation, Arabella Advisors conducted one-on-one interviews with many current and former spend-down leaders and gained valuable insights about the practices their foundations employed… Read More

Sixteen Grantmaking Characteristics to Effectively Support Public Policy Advocacy

Posted on July 6, 2022 by Sara Watson, Alliance for Justice

illustrated image of US Capitol building in red on a blue background; Bolder Advocacy report cover
Created by Bolder Advocacy in partnership with Dr. Sara Watson, this resource outlines the sixteen characteristics of grantmaking that best supports effective policy education and advocacy.  Grantmaking that effectively supports the difficult task of informing and advancing policy change has specific characteristics. Learn about the 1) technical funding structures, 2) the content of what gets funded, and 3) considerations across… Read More

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