Getting Started

Spending Policy (David and Lucile Packard Foundation)

Posted on June 10, 2015 by David and Lucile Packard Foundation

The David and Lucile Packard Foundation aims to be a long-term, though not necessarily a perpetual institution. Currently it is the intention of the Foundation to exist as a strong foundation working toward important goals in its program areas of interest through at least 2060, representing approximately the lifespan of David and Lucile Packard’s grandchildren. The Foundation is structuring its… Read More

Our History (William Caspar Graustein Memorial Fund)

Posted on June 8, 2015 by William C. Graustein

Listen to the history of the Memorial Fund, as told by Bill Graustein: The Story of the Memorial Fund. Listening to the stories of the people, families and communities we work with is an essential part of our work. Supporting and inspiring the children of our communities is what we seek to achieve. The Graustein family immigrated to Boston from… Read More

Mission and Values (Tarsadia Foundation)

Posted on March 19, 2015

Mission The Tarsadia Foundation supports non-profit organizations with programs and projects that provide educational opportunities for the underserved, support health and well-being of the community, and help to employ the employable through economic empowerment. Values Thrive: Programs, services and institutions can profoundly impact and improve people’s lives and prosper, as long as all involved are fully engaged. Aspire: We believe… Read More

Toeing the Line: Legal Pitfalls in Family Foundation Governance

Posted on December 11, 2014 by Andrew Schulz

Should we accept those tickets to the opening of the new local theater that just arrived in the mail? Can our family office charge our foundation for rent? Is it o.k. for us to pay Uncle Bob to manage the foundation’s investment portfolio? Can we make a grant to our family's donor advised fund to help make year-end payout requirements? … Read More

Igniting the Spark: The Community Foundation for Greater Atlanta

Posted on December 11, 2014 by Community Foundation for Greater Atlanta, Youth Philanthropy Connect

In 2001, The Community Foundation for Greater Atlanta launched the Center for Family Philanthropy. The focus of the Center was two-fold: (1) to provide a higher level of services to philanthropists with donor advised funds of $250,000 or more, or a planned gift of $1M or more; and (2) to engage donors with families in philanthropy. There are approximately 200… Read More

Igniting the Spark: Foundation for Metrowest

Posted on December 11, 2014 by Youth Philanthropy Connect

The Foundation for MetroWest, based in Natick, Massachusetts, has been committed to educating the next generation of community leaders through the Youth in Philanthropy (YIP) program since 1997. In that time, over 900 youth from MetroWest communities have funded nearly $700,000 in grants that support youth. This case study describes their history of youth engagement and programming, and new strategies… Read More

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