Philanthropy Across Generations — Profile of the Flora Family Foundation

Posted on June 8, 2002 by Synergos Institute

One of the most frustrating aspects of foundation work is the frequency with which worthy causes have to be turned away, often for no other reason than that they don’t fit the foundation’s specific mandate. In just four years, though, the children and grandchildren of the late William Hewlett, co-founder of Hewlett-Packard Company, and his late wife, Flora, have created… Read More

Discretionary Grants: Encouraging Participation… or Dividing Families?

Posted on August 5, 2001 by Jason Born

The practice of discretionary grantmaking brings out a wide variety of responses. This Passages Issue Brief looks at the common reasons that families use or opt not to use discretionary grants, and the typical process that is used to make these types of grants. The paper also examines how different approaches to discretionary grants can support or hinder the work… Read More

Formulas for Dividing Grant Allocations

Posted on October 29, 1999 by Deanne Stone

The geographically dispersed foundations in this monograph varied widely in their approaches to dividing grant allocations. In an effort to be scrupulously fair-or in some cases to avoid family squabbles-some foundations devised precise mathematical formulas for dividing funds among geographic and program areas. Others took the opposite approach; they operated without any rules or policies. Somehow, discussions about formulas never came up in those families, and the grants the boards allocated were accepted without opposition… Read More

Communicating at a Distance

Posted on October 27, 1999 by Vince Stehle

Nowadays it is relatively rare to find family members who all live in the same community where the foundation funds. If present trends continue, those foundations are likely to be even more rare in the future… Read More

Reassessing the Foundation’s Mission and Guidelines

Posted on June 10, 1999 by Deanne Stone

Are the obstacles of geographic dispersion more easily addressed by having a broad or narrow focus? This chapter from ‘Grantmaking with a Compass: The Challenges of Geography’ looks at how and why geographically dispersed families may wish to reasess the mission and guidelines for their grantmaking… Read More

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