Founders, donors, intent, and family legacy

Five Levers of Legacy

Posted on December 9, 2021

multigenerational family
Historically, legacy in family philanthropy has been considered from a retrospective point of view—as the culmination of the impact of a family and its philanthropic efforts. However, a new generation of leaders is redefining legacy to be formative, intentional, and continually refined. Join us for a conversation on the five levers of legacy and how to be more intentional about… Read More

Complexities of the Collective: Balancing Individual and Family Interests

Posted on December 7, 2021 by Wendy R. Ulaszek, Ph.D., Ashley Blanchard

stones balancing; balance
For many, family philanthropy presents an opportunity to create a shared experience, unifying the family by working together toward a lasting legacy of impact. Family philanthropy can also give participants an opportunity to explore and cultivate their personal philanthropic passions. Yet there is an inherent tension between these two goals, and many families struggle with how to address it—especially as… Read More

Reflecting on Your Origin Story: Understanding Wealth, Legacy, and Equity

Posted on December 7, 2021 by Holley Fowler Martens, David Roswell, Katherine Lorenz

old photographs on table; genealogy; family tree
The criticism of wealth is longstanding and brings to the fore a conversation on justice that is important to reflect upon in the pursuit of effective family philanthropy. Though necessary, this type of reflection often raises a number of difficult questions that require philanthropic families to interrogate their history and reconcile the actions of their ancestors. Join us for a… Read More

Legacy in Family Philanthropy: A Modern Framework

Posted on May 16, 2021 by Shira Saperstein, Janice Simsohn Shaw

Adult hand holding child's hand - legacy
Legacy is a fundamental consideration in the practice of effective family philanthropy, yet it remains one of the most ambiguous and often overlooked concepts in our field. Many families approach legacy with a retrospective lens—one that reflects on a philanthropic effort across a number of years or even generations. However, legacy is emergent and iterative. It ought to be considered… Read More

Learning from Each Other: The Dyson Foundation

Posted on January 5, 2021

Note: The following are excerpted from essays written by Anne E. Dyson, M.D. and Robert R. Dyson; they were originally published in the 1996 and 1997 annual reports for The Dyson Foundation and re-released in 2001 as part of NCFP’s Living the Legacy guide. Celebration of a Life: From the 1996 Report He left quite a mark on this world,… Read More

Honoring the Founder: The Meyer Memorial Trust

Posted on January 5, 2021

Note: This essay was written by Charles S. Rooks and originally published in the Meyer Memorial Trust Annual Report, 1994-1995); it was re-released in 2001 as part of NCFP’s Living the Legacy guide. The 1994-95 Fiscal year was the last one in which the Trust was governed by its original five trustees. In May, slightly over 13 years after the… Read More

Honoring the Donor: The Conrad N. Hilton Foundation

Posted on January 5, 2021 by Deanne Stone

Note: This case study was written and released in 2001 as part of NCFP’s Living the Legacy guide; current circumstances at the foundation may be different than described here. Conrad Hilton was an unusual family foundation founder. He set up a foundation in middle age and, although he lived for almost another half century, he never served on the board… Read More

Early Days: The Heisley Family Foundation

Posted on January 5, 2021 by Howard Husock

Note: This case study was written and released in 2001 as part of NCFP’s Living the Legacy guide; current circumstances at the foundation may be different than described here. With these goals in mind, Heisley, in December 1996, incorporated the Heisley Family Foundation, which he hoped would be “a vehicle which I could use to help bring my family together… Read More

A Family Legacy of Individual Initiative: The McKnight Foundation

Posted on January 5, 2021 by Deanne Stone

Note: This case study was written and released in 2001 as part of NCFP’s Living the Legacy guide; current circumstances at the foundation may be different than described here. McKnight was chairman of the 3M Company (Minnesota Mining and Manufacturing). He was credited for developing the corporate culture that propelled the phenomenal growth and transformation of the company from a… Read More

Change Within Tradition: The Hattie M. Strong Foundation

Posted on January 5, 2021 by Howard Husock

  Note: This case study was written and released in 2001 as part of NCFP’s Living the Legacy guide; current circumstances at the foundation may be different than described here. Yet, the evolution of this small, family-established foundation had occurred in an atmosphere which board members themselves considered traditional and conservative. Board meetings reviewed proposals by comparing them against the… Read More