Giving motivations, interests, and identity

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

Trends 2020: Foundation Identity

Posted on November 19, 2020

This excerpt from NCFP’s Trends 2020 study shares data and analysis regarding various US family foundation giving trends, focus of the foundation, family member dynamics, operational effectiveness, and much more. Size and Scope By conservative estimates, family foundations represent more than 60% of the approximately 90,000 grantmaking foundations in the country; there are more family foundations than all other forms combined in… Read More

Values-based Leadership for the Future of Health: A Conversation with Barbara Bush and Global Health Corps

Posted on October 5, 2020 by Joanna Galaris, Barbara Bush, Sandra Isano, Heather Anderson

Join us in welcoming to our virtual stage Global Health Corps (GHC) Co-Founder and Board Chair Barbara Bush and CEO Heather Anderson. Barbara will share a brief history of her inspiration and initial vision for the organization, and then engage in a conversation with other panelists that illuminates GHC’s journey from launching as a small startup in 2009 to building… Read More

Core Values of a Splendid Legacy

Posted on September 22, 2020 by Sarah Cavanaugh

Values build and strengthen a legacy in families. This chapter from Splendid Legacy 2: The Guide to Creating and Re-creating Your Family Foundation shares ideas to get you started with your foundation’s values, or revisit the ones that you have now as part of your own family legacy… Read More

Balancing Purpose, Payout, and Permanence

Posted on August 14, 2020 by Peter F. Bird, Jr., Liz Sak, George Suttles, Nicholas A. Tedesco, Tony Macklin

“How much should we spend?” It’s an essential question for all funders, and an especially complex one for endowed private foundations. The answer of “around 5%” was never universal as foundations sought creative means of ensuring that assets would serve mission rather than the other way around. In recent times, the pressure to revisit payout has increased. Endowed foundations have… Read More

Leading with Love and Gratitude: The David Rockefeller Fund at 30

Posted on August 4, 2020 by David Rockefeller Fund

The David Rockefeller Fund charts its history with a fascinating look into the evolution of the family and its philanthropy. The Fund’s history reflects the fact that change is inevitable and necessary, but must be rooted in the values and legacy of the family. The family’s recognition of this positions them for long-term success, encouraging them to remain flexible and… Read More

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