Collaboration

U.S. Trust Study of the Philanthropic Conversation (US TRUST-TPI, 2018)

Posted on August 30, 2018 by Bank of America Private Bank, The Philanthropic Initiative, US Trust Bank of America Private Wealth Management

Discussions between advisors and high net worth (HNW) clients about philanthropy are on the rise, finds the U.S. Trust Study of the Philanthropic Conversation, as clients report advisors to be a valuable source of information, second only to their spouse or partner. However, the study reveals several disconnects between advisors and their clients. For instance, many advisors underestimate their clients’ desire… Read More

The Giving Journey: Guiding New Donors to Actualized Philanthropy

Posted on February 2, 2018 by Open Impact

What motivates newly wealthy individuals and families to give? What barriers do they face in their giving? And how can we help these donors give more, more intentionally and effectively? In the report, “The Giving Journey: Guiding New Donors to Actualized Philanthropy,” we examine these questions critical to understanding and amplifying individual giving. The report is based on conversations with… Read More

“Pretty Good Tools” for Collaboration, Strategy, and Partnership

Posted on May 1, 2017 by Audrey Haberman, Lisa Galaites

If you’re a philanthropy practitioner — staff member or trustee — these tools should be useful. The Giving Practice works with foundations and philanthropy organizations of all types and sizes, and they hear common questions and dilemmas. The Giving Practice's consultants are developed Pretty Good Tools to help you with the more challenging aspects of your job… Read More

Expand Your Comfort Zone: Taking Risks in Family Philanthropy

Posted on November 17, 2016 by Diane Miller, Rehana Nathoo, The Case Foundation, Tony Macklin

Philanthropy is often described as society’s “risk capital.” Private generosity can support causes and ideas that business and government agencies cannot or will not. However, the idea of risk in philanthropy quickly muddies as we direct our generosity through a family foundation, donor-advised fund, or other collective effort. Our ideas about – and tolerance for – risk diverge, shaped by… Read More

The Story of How the Civil Marriage Collaborative Helped America Embrace Marriage Equality

Posted on July 21, 2016 by Proteus Fund

There were many forces at work in this historic change: tenacious leaders and litigators, coalitions of diverse lesbian, gay, bisexual and transgender (LGBT) organizations, straight individual and organizational allies, elected officials, celebrities, and most important, hundreds of thousands of individuals, couples and families at the grassroots level… Read More

Failure Reports: A how to guide

Posted on May 5, 2016 by Ashley Good

This document, developed by Fail Forward, is intended to support organizations who are interested in documenting and learning from their failures, and using the process as a launch point for organizational change. It is largely based on the process developed by Engineers Without Borders Canada (EWB), an organization which has been publishing its Failure Reports publicly since 2008… Read More

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