Family Philanthropy Through Multiple Vehicles

Posted on January 8, 2019 by Wendy R. Ulaszek, Ph.D., Kelin E. Gersick, Ph.D.

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How can families with multi-faceted philanthropic efforts – those with multiple foundations or funds, who are also using impact investing and other creative strategies – develop governance systems and structures that accommodate this complexity? What processes are these “complex” families using to allocate available human capital to the various governance structures? What approaches are they using to address dilemmas of… Read More

Have Donor-Advised Funds and Other Philanthropic Innovations Changed the Flow of Giving in the United States?

Posted on November 7, 2017 by Patrick Rooney

Giving intermediaries are nothing new, and include a range of vehicles such as workplace campaigns (like the United Way and the Combined Federal Campaign) and community foundation general funds. Of late, such giving intermediaries have found their donors less willing to give into a general fund—where others make decisions about the final destinations of their gift—and more in favor of… Read More

Family Governance and Family Philanthropy: A Primer for Community Foundation Staff and Donor Families

Posted on May 2, 2017 by National Center for Family Philanthropy

Family governance is the framework in which a family manages its joint affairs. A family applies guiding principles to general policies and specific practices for carrying out the roles and responsibilities of their joint activities, such as family philanthropy. A growing number of families are using donor advised funds and supporting organizations at their local community foundation as a core… Read More

Community Foundation Spark Session: The Community Foundation’s Role Among a Family’s Professional Advisors

Posted on October 20, 2016 by Laura J. Brown, Rod Riggins, Timothy J. Belber, Tony Macklin

Most philanthropic families use multiple vehicles and a range of professional advisors to realize their mission and goals – including partnering with community foundations. How should a community foundation understand its role within that “team” of support? What are ways that community foundations add unique value and expertise in this mix? … Read More