Giving motivations, interests, and identity

Understanding Purpose Trusts: Advantages and Disadvantages

Posted on May 3, 2023 by Zoe Schlag, Susan Mac Cormac

Purpose trusts have been around for centuries. However, most practitioners are far more familiar with charitable trusts. Enforced in the UK by chancery courts since the 15th Century and adopted unto the US into the Uniform Trust Code in 2000, charitable purpose trusts have been established to advance identified charitable purposes (instead of specific beneficiaries) but are limited in time,… Read More

International Grantmaking: Navigating the Challenges of Legal and Regulatory Barriers

Posted on March 30, 2023 by Jessie Krafft

Donors who give to projects and partners outside of the United States have the opportunity to make real and lasting impacts in communities. But when foundations want to make grants to non-501(c)(3)s, the rules governing cross-border funding can be complex. Join this webinar to learn how to support foreign grantees while managing risk, complying with the regulations governing this work,… Read More

International Grantmaking: Trusting Relationships are Critical to Success

Posted on March 10, 2023 by Ashley Barrett, Sylvia Brown, Jenny Kelly, Kimberly Myers Hewlett

Systemic challenges, such as climate change, racial justice and gender equity, exist beyond the borders of the United States. Philanthropic families seeking to ramp up their international giving face a variety of challenges and opportunities, including identifying partner organizations and building trusting relationships with them. Join us to learn how to be an effective international funder and concrete steps to… Read More

Balancing Individual and Family Interests in Collective Giving

Posted on November 30, 2022 by Wendy R. Ulaszek, Ph.D., Ashley Blanchard

Multiple stones on left side balanced by single, larger stone on right side
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—and sometimes separate—philanthropic passions. There can be an inherent tension between these two goals, and many families struggle with how to address it—especially… Read More

Philanthropic Purpose, Motivations, and Values

Posted on November 29, 2022 by Nancy Bacon

For your philanthropy to be meaningful and effective, it is important to define, refine, and periodically revisit your philanthropic purpose: to understand your motivations for giving, the collective values that guide your philanthropy, and establish clarity around the various priorities and approaches your family will utilize in its giving. This interactive program is designed to both guide families through initial… Read More

Defining Your Family’s Philanthropic Purpose

Posted on May 17, 2022 by Fred Kaynor, Megan Costigan, Jean Buckley, Tony Macklin

illustrated image of people pushing together life-size puzzle pieces
What motivations and values drive your generosity? What priorities propel your social action? A clear philanthropic purpose defines why you want to make a difference and your priorities for where and who you most want to benefit. It improves family decision-making, community relationships, and impact. On this webinar, you’ll learn how you and your family can define your philanthropic purpose—shared… 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

Matching Grants Policy (Tracy Family Foundation)

Posted on February 2, 2021

The Matching Grant program of the Tracy Family Foundation is designed to encourage eligible participants to replicate the founder’s personal dedication to generosity and service. The program multiplies the time, talents, and resources of eligible participants in the communities they live and on the issues they care about… Read More

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