Family philanthropy and community foundations

Community Foundations Network Topical Call: Family Philanthropy Case Studies

Posted on May 13, 2019 by Mary Phillips

Family dynamics are a part of family philanthropy. Our July topical call will tackle case studies featuring Mary Phillips from GMA Foundations… Read More

Community Foundations Network Topical Call: Getting Started on Family Philanthropy

Posted on May 13, 2019 by Amy Beth Dudley, Donna M. Coury, Jennifer Olson Curry

Many members of this network are just getting started with or working to establish best practices for their family philanthropy services. Come learn from Jennifer Curry at the Oregon Community Foundation, Donna Coury from the Akron Community Foundation, and Amy Beth Dudley from the Community Foundation of Greater Memphis!… Read More

Community Foundations Network Topical Call: Working with Diverse Donors & Families

Posted on May 13, 2019 by Ted Vander Roest, Kelly Brown, Sharmila Rao Thakkar

Join Kelly Brown, Director of the D5 Coalition, Sharmila Rao Thakkar, expert family philanthropy consultant, and Ted Vander Roest, Executive Director of the Springfield Foundation to learn about their experiences supporting diverse donors. Resources mentioned: Springfield Foundation’s African American Community Family of Funds page D5Coalition’s website and diverse voices in giving video series Donors of Color Network and their report on giving… Read More

Donor-Advised Fund Impact Story: Engaging Donors in Impact investing to Leverage Local Impact at the Central New York Community Foundation

Posted on May 3, 2019 by Audrey Jacobs

The Central New York Community Foundation's impact investing program allocates up to 5% of its general funds towards loans, loan guarantees, nonprofit equity investments and other impact investment strategies and engage donors in these opportunities through their donor-advised funds. … Read More

Donor-Advised Funds for a Variety of Purposes: Examples from the Oregon Community Foundation

Posted on April 23, 2019 by Laura Winter

This collection of case examples shares insight into many of the various reasons that donors and families establish DAFs as a core part of their philanthropic strategy… Read More

Donor-Advised Fund Impact Story: Impact Investing at the New Hampshire Charitable Foundation

Posted on April 22, 2019 by New Hampshire Charitable Foundation

The New Hampshire Charitable Foundation's Impact Investment Fund offers a strategic way for foundation donors to pool charitable resources, invest in local communities and earn a financial return… Read More

Donor-Advised Fund Impact Story: Using a DAF to Donate Rare Items

Posted on March 15, 2019 by Central Indiana Community Foundation, Audrey Jacobs

The story of two rare watches, the inventor of cruise control, and a charitable gift to establish a family's philanthropic legacy… Read More

Donor-Advised Fund Impact Story: Easing Family Dynamics

Posted on March 15, 2019 by Gay Young

One of the options available when family members just don't get along is the formation of separate donor-advised funds at a local community foundation or other sponsor organization, as described in this case study from the New York Community Trust… Read More

Donor-Advised Fund Impact Story: Helping Geographically Dispersed Family Foundations Give Locally

Posted on March 15, 2019 by Elaine Gast Fawcett

With three generations of family leadership spread across four states and two continents, the O.P. and W.E. Edwards Foundation faces a common challenge — keeping its far-flung board members engaged connected to its grant making… Read More

Donor-Advised Fund Impact Story: Continuing a Legacy, Connecting to Community

Posted on March 15, 2019 by Elaine Gast Fawcett

It was a death in the family that inspired Gary and Sue Schwartzman to think about donor-advised funds for the first time. “When my father in law S.J. Schwartzman passed away and left these two funds in our charge, it connected us to his legacy. He wished for his generosity and family name to live on,” says Sue Schwartzman… Read More

Table of Contents

Getting Started: Understanding Donor Advised Funds

Introduction
______________________

What are DAFs?
______________________

Success Stories
______________________

When to Start?
______________________

DAF Uses and Benefits
______________________
DAF Limitations

Finding a Host: Understanding Sponsor Organizations

Types of Sponsors
______________________

Services Offered
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Questions to Ask Sponsors

Making the Right Choice: Questions for Donors and Their Advisors

Questions to Ask Yourselves
______________________

Questions to Ask Your Advisors
______________________
DAFs vs. Other Vehicles

Learning More: Data, Stories, and Additional Resources
Additional Data and Trends
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Community Foundations Network Topical Call: Family Philanthropy Case Studies

Family philanthropy and community foundations

Community Foundations Network Topical Call: Family Philanthropy Case Studies

Posted on May 13, 2019 by Mary Phillips

Community Foundations Network Topical Call: Getting Started on Family Philanthropy

Posted on May 13, 2019 by Amy Beth Dudley, Donna M. Coury, Jennifer Olson Curry

Community Foundations Network Topical Call: Working with Diverse Donors & Families

Posted on May 13, 2019 by Ted Vander Roest, Kelly Brown, Sharmila Rao Thakkar

Donor-Advised Fund Impact Story: Engaging Donors in Impact investing to Leverage Local Impact at the Central New York Community Foundation

Posted on May 3, 2019 by Audrey Jacobs

Donor-Advised Funds for a Variety of Purposes: Examples from the Oregon Community Foundation

Posted on April 23, 2019 by Laura Winter

Donor-Advised Fund Impact Story: Impact Investing at the New Hampshire Charitable Foundation

Posted on April 22, 2019 by New Hampshire Charitable Foundation

Donor-Advised Fund Impact Story: Using a DAF to Donate Rare Items

Posted on March 15, 2019 by Central Indiana Community Foundation, Audrey Jacobs

Donor-Advised Fund Impact Story: Easing Family Dynamics

Posted on March 15, 2019 by Gay Young

Donor-Advised Fund Impact Story: Helping Geographically Dispersed Family Foundations Give Locally

Posted on March 15, 2019 by Elaine Gast Fawcett

Donor-Advised Fund Impact Story: Continuing a Legacy, Connecting to Community

Posted on March 15, 2019 by Elaine Gast Fawcett

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