Giving motivations, interests, and identity

All hands on deck: Next gen board promotes new leadership

Posted on July 15, 2008 by Kevin Laskowski

A few summers ago, the board of the Lawrence Welk Family Foundation issued a challenge to young family members. Gathered at a family-owned resort in San Diego for the family’s annual meeting, the fourth generation of Welk family members was told about a local shelter for homeless families. The shelter hosted a preschool and therapeutic learning center that needed a… Read More

Shaping a Legacy Plan and Working with Your Advisors to Achieve It

Posted on May 15, 2008 by Tracy Gary

Families who think thoughtfully about what they want to achieve with their wealth - either through their foundation, their personal giving or both - and who communicate that clearly to their advisors, will have more success in seeing their legacy fulfilled. Unless you develop a plan and share your vision, your financial advisors may advise you to follow a conservative giving plan that doesn't take into account your capacity to give or desire to go beyond just preserving wealth… Read More

What Donors Want

Posted on February 8, 2007 by Deanne Stone, Jan McElwee, Shirley Fredricks

With the creation of new family foundations, donor-advised funds, and supporting organizations still flourishing, many advisors to today’s donors (and often donors themselves) wonder, ‘What kind of information/ assistance/ inspiration/ support do new founding donors want these days?’ Advisors benefit from knowing what the concerns of new donors are, and new donors benefit from understanding what other donors are seeking… Read More

The Practices of Effective Families

Posted on January 12, 2006 by Charles W. Collier

In this interactive session, Charles W. Collier, the senior philanthropic advisor at Harvard University, explored and discussed seven practices of effective families through the lens of family systems theory. He also provided fresh insights on developing the four basic components that comprise true family wealth: human, intellectual, social, and financial capital… Read More

Ethical Wills: Passing on a Philanthropic Legacy

Posted on October 20, 2005 by Susan Turnbull

An Ethical Will is a beautiful, sensible and compelling document, which provides the means to answer the question, ‘What do I want my loved ones to know?’ Legal and financial documents address only, ‘What do I want my loved ones to have?’ Yet our lives and legacies are so much richer than simply our monetary assets. This session with an… Read More

Choosing a philanthropic agenda: Five factors to consider

Posted on September 15, 2005 by Bruce Sievers

The most basic factor influencing the overall work of any family foundation is, surprisingly, often also the least examined: the initial determination of the foundation’s primary purposes and priorities. Issues of effectiveness, impact, strategy, assessment, and accountability get all the attention, while little discussion is given to the most fundamental determinants of what foundations do: donor preferences. This is the… Read More

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