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Resources & Tools

Our resource library is home to hundreds of resources on the practice of effective family philanthropy, including a diverse range of reports, articles, guides, tools, and sample policies. We encourage you to search and explore the library by clicking below.

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Effective Family Philanthropy: Tegan and Brian Acton

Case Study/Profile

This case study profiles Wildcard Giving, which houses multiple giving entities. The organization practices effective family philanthropy by centering being in service to the public trust, upholding transparency, providing general operating support, continuing to learn and adapt, and trusting grantees and the communities it serves.

Effective Family Philanthropy: The Sobrato Family

Case Study/Profile

This case study describes how three generations of the Sobrato family put the principles of effective family philanthropy into practice, how the family’s giving has evolved, why several family members signed the Giving Pledge, how the family balances a variety of interests, and how the family views its philanthropic legacy in the Bay Area and beyond.

Effective Family Philanthropy: The Tow Foundation

Case Study/Profile

This case study profiles the Connecticut-based Tow Foundation, which supports organizations working across arts and culture, higher education, civic engagement, equity and justice, and medicine and public health. This multigeneration foundation puts principles of effective family philanthropy into practice by giving multiyear, unrestricted support, and has successfully navigated how to engage the second and third generations in ways that honors and expands the foundation’s legacy.

Effective Family Philanthropy: The Kendeda Fund

Case Study/Profile

This case study profiles the Kendeda Fund, which had sunsetted in 2023. It explores the foundation’s decision to spend down, how it supported its grantees in the process, and what Kendeda hopes the sector can learn about the power of giving it all away.

Effective Family Philanthropy: The Compton Foundation

Case Study/Profile

This case study profiles the Compton Foundation, which spent down in 2025, and how it navigated difficult family dynamics, conflicting viewpoints, and the complexities of breaking apart of family philanthropy. 

Effective Family Philanthropy: The Tarsadia Foundation

Case Study/Profile

This case study showcases how the Tarsadia Foundation has evolved to prioritize youth philanthropy in order to teach next-generation of family members about the value of giving back—and to shape its grantmaking agenda and culture.

Effective Family Philanthropy: The Roundhouse Foundation

Case Study/Profile

This case study profiles the Roundhouse Foundation, a multigenerational foundation that focuses on funding rural communities in Oregon. It practices effective and trust-based family philanthropy practices by listening to the communities it serves.