Giving motivations, interests, and identity

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

Pride of Place: Sustaining a Family’s Commitment to Community

Posted on March 14, 2019 by Virginia M. Esposito, Gilbert Miller, Kelly Chopus

What does it mean to have “pride of place”? How do giving families retain their commitment to the founding region or community where their philanthropic resources were first created? How can family foundations and funds accommodate increasingly disparate personal interests among those serving on the board while staying true to the original geographic focus of the donor family? These questions… Read More

Family Stories and Interviewing Elders

Posted on January 10, 2019 by Bill Leighty, Debbie Brodsky, Kelly Medinger, David Weitnauer

Capturing and sharing your family’s history is critical to understanding and appreciating your philanthropy, providing a window into the rich heritage of your extended family. Elders in your family often have particularly interesting stories to tell, and can help family members of all ages feel more connected with the generations preceding them, and gain an even greater appreciation of their… Read More

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