Mindful Fiduciaries at the Wheel
Posted on February 12, 2021 by The Giving Practice
This report explores a new version of fiduciary duty that centers racial, social and gender equity… Read More
Governance
Trustee Commitments: Max M. & Marjorie S. Fisher Foundation
Posted on February 9, 2021 by Max M. & Marjorie S. Fisher Foundation
In order to participate in meetings and decision-making, trustees at the Max M. & Marjorie S. Fisher Foundation honor a list of guidelines and commitments… Read More
In Pursuit of Equity: A family foundation’s story
Posted on January 28, 2021 by The Collins Foundation
The Collins Foundation’s CEO, Cynthia Addams, and grant manager, Colin Jones, wrote this article discussing the pursuit of diversity, equity and inclusion within their family foundation… Read More
An Introduction to Trustee Education for Family Foundations
Posted on January 5, 2021 by Katherine Tyler Scott
Note: This article was written and released in 2001 as part of NCFP’s Living the Legacy guide. A Rich Tradition of Service: Volunteer Leadership for The Public Good Americans have established a deep, rich tradition of volunteerism. From the Pilgrim’s Social Compact of 1620, which emphasized government based upon consent and “care for each other’s good,” to the present day… Read More
Adopting Equity Practices
Posted on December 8, 2020 by Erin Kahn, Sindhu Knotz, June L. Wilson
There is an increasing recognition and understanding of the deep-seated structural inequities upon which the philanthropic sector and many other systems were built. Donors are moving away from the idea of racial equity and social justice as funding areas, and instead conceptualizing equity as a lens that spans grantmaking, governance, and management and operations. In this webinar, learn how to… Read More
Succession Planning and Family Transitions
Posted on December 8, 2020 by Peter Myers, Mary Sobecki, Mary Phillips
Change is inevitable and can be especially complex in family philanthropy. There are a number of questions to explore to ensure the success of a collective giving effort. What are the anticipated moments of transition? What are the plans to navigate accordingly? Who is best suited—and prepared—to lead the family philanthropy effort moving forward? Is there a clear plan for… Read More
Demystifying Decision Making
Posted on December 7, 2020 by Laura Donnelley, Colleen Leth, Ann Shulman, Ashley Blanchard
Philanthropic families employ a wide range of models to make decisions—from unilateral authority to consensus. However, identifying the appropriate structure is often a challenge and can serve as a barrier to effective philanthropic practices. Developing an appropriate decision-making framework for distinct situations allows families to rely on an established and agreed-upon process to find a solution smoothly and expediently. Learn… Read More
Effective Governance: Principles, Policies, and Practices
Posted on December 7, 2020 by Virginia M. Esposito, Patricia Angus
Preview the conversation with “The Purpose and Power of Family Governance” by Patricia Angus. Family philanthropy is rooted in the act of collective decision making—one that is often codified in a formal governance structure. But what is governance and how can a family adopt its framework to effectively guide their philanthropy? Governance consists of three elements—principles, policies, and practices—that define… Read More
Racial Justice Framework
Posted on November 30, 2020 by CapShift
Capshift and TheCaseMade have built a framework to assess investment opportunities across all asset classes and to understand how they help Black, Indigenous, and People of Color (BIPOC) communities thrive and bring about structural change to advance racial justice. We present three categories of investments that support BIPOC communities; those promoting: 1) Diversity and Inclusion 2) Racial Equity 3) Racial… Read More
Racial Justice Sourcing Report
Posted on November 30, 2020 by CapShift
CapShift and TheCaseMade partnered in developing a framework to help investors understand how to invest in a more equitable future. You can read more about this in our report, Getting Started: Investing in an Equitable Future. This sourcing report highlights investments and recoverable grants that fall into three categories… Read More