Branch and family dynamics

Andrus youth service program application

Posted on July 27, 2015 by Andrus Family Fund

A sample application from a family foundation inviting next gen family members who are interested in participating in the family’s formal philanthropy program to share what excites and inspires them to give back to their community. Includes a sample cover letter explaining the overall goals of the youth service program… Read More

Andrus youth service program handbook

Posted on July 27, 2015 by Andrus Family Fund

A sample next gen program handbook from a family foundation inviting next gen family members to “develop a long-term commitment to being the change you want to see in this world.” Includes history about the foundation and the program, as well as a collection of activities for next gen youth to use to brainstorm and choose their own philanthropic path… Read More

Navigating Leadership Transitions in Family Philanthropy

Posted on June 12, 2014 by Virginia M. Esposito, Betsy Brill, Dean Phillips, Dinaz Mansuri, Patrick Troska

Every family philanthropy experiences the joy, the sadness, the complexity, and the energy of transitions. Moving toward new leadership in the family can be difficult, emotional, and sometimes frustrating. However, when it is done deliberately and thoughtfully, these times of transition can also be positive for all involved. … Read More

Over the River and Through the Woods: Geographic Dispersion in Family Philanthropy

Posted on May 9, 2013 by Evan Wood, Irene Siragusa, Jack Siragusa, Una O. Osili

With family members living far apart, what steps can families take to build family identity and bonds that once evolved naturally from living in close proximity? How can family members whose lives have taken different paths forge a genuinely collaborative team driven by a mission derived from and embraced by the family? How are families balancing the commitment to the foundation's "home town" and their growing concern for their own region?… Read More

Discretionary Grants: Engaging Family… or Pandora’s Box?

Posted on December 8, 2011 by Susan Crites Price

If you asked at a gathering of family foundation folks whether using discretionary grants is a good idea, you’d never reach consensus. Many family foundations don’t use them. Those that do have widely varied policies governing how much money is available, who is eligible to make the grants, and whether the grants must be within the foundation’s mission and guidelines… Read More

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