Family Dynamics

So You Want to Be a Family Philanthropist?

Posted on August 14, 2014 by Julia Kittross, Kathy Edwards, Sue Miller

Sometimes philanthropy is done purely for altruistic reasons, but often there are other motivations. Donors with an interest in engaging their family in shared philanthropy must review both the tax implications and administrative costs of the charitable vehicle(s) they consider, as well as the degree of control and influence they wish to retain for years, and perhaps generations, to come… Read More

The Strong Scholars Program profile

Posted on July 29, 2014

Starting in 1928, the Hattie M. Strong Foundation (HMSF) has run what it believes to be one of the earliest and most successful student loan programs in the country. The foundation supports “young people of promise” in their pursuit of higher education across all fields of study in all regions of the country. Strong Foundation loans always charged zero interest… Read More

Personnel Policies (The Wallace Foundation)

Posted on June 18, 2014 by The Wallace Foundation

From the introduction: We… recognize that as staff of a philanthropy we hold a ‘public trust.’ We must demonstrate in our grantmaking and every aspect of our business that we hold ourselves to the highest stand- ard of ethical behavior. We act with integrity, strive for transparency, and avoid any action that could be perceived as or create a conflict… 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

The Rockefellers

Posted on May 24, 2014 by Rockefeller Philanthropy Advisors

For the Rockefellers, giving has been a central family value that has spanned three centuries. The strong belief of early generations that wealth comes with great responsibility continues to inform the philanthropy of current generations, helping to shape their priorities and perspectives on giving. The family is now entering its seventh generation and has maintained its tradition of giving within… Read More

Diversity, inclusion and effective philanthropy

Posted on May 24, 2014 by Rockefeller Philanthropy Advisors

Part of the Philanthropy Roadmap series, this guide aims to explain how diversity and inclusion can be used as practical considerations for getting better results. Diversity is the practice of including a full range of perspectives, ideas and experience in philanthropic decision-making. Inclusion seeks the participation of individuals from diverse backgrounds in the process… Read More

Women and giving

Posted on May 24, 2014 by Rockefeller Philanthropy Advisors

Part of the Philanthropy Roadmap series, this publication provides an introduction to the world of women and philanthropy. Written for both established and emerging donors, it aims to help women delve further into the potential growth and fulfillment that can come from giving… Read More

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