Giving motivations, interests, and identity

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

Collective Impact Request Form

Posted on February 2, 2021 by Tracy Family Foundation

This form, developed by the Tracy Family Foundation, offers a clear process for family members to present organizations or projects they are passionate about to other family members. We believe that a clear process will encourage more family members to share their passions with other family members, increase collaborative opportunities throughout the Tracy family, and help us to live out… Read More

CANCELLED – Supporting Young Leaders & Next-gen to Develop Philanthropic Identities

Posted on January 14, 2021 by Ashton Kao, Marshall Hill, Thalie Waters, Duncan McLaren, Brendan Adams

*CANCELLED: Given that a majority of our speakers are in Texas with snow and major power outages, we have cancelled this webinar. We are wishing our speakers well during the storms.* Family members of all ages strive to balance their individual identities—who they want to be and what they stand for—with their connection to their family’s identity, values, and culture… Read More

Family Identity and Culture

Posted on December 7, 2020 by Phillip Wm. Fisher, Armando Castellano, Lisa Parker, Tony Macklin

father, son, and grandfather skipping stones - traditions, generations, family cutlure
Many philanthropic families have a strong sense of identity, defined by their traditions and culture and carried out through their commitments to one another and the public trust. A clear family identity is driven by a shared purpose and philosophy, which in turn promotes a successful collective giving effort. How do families understand their shared purpose and ensure it faithfully… Read More

Defining and Translating Motivations and Values

Posted on December 7, 2020 by Jaimie Mayer, Nicholas A. Tedesco, Katherine Lorenz

stack of blocks with arrows pointing upward - direction, mission, plan
Clearly defined motivations and values are the underpinning of an effective family philanthropy strategy—they articulate a purpose, provide direction, and serve as a measure of accountability. They are also a dynamic and ever-evolving tool to guide donors and their family through the lifecycle of their philanthropic effort. Yet many families engage in social impact strategies without intentionally identifying aims and… Read More