Planning for an Influx of Assets

Posted on September 10, 2015 by Tara Brown, Katherine Lorenz, Elaine Gast Fawcett

An influx of assets—whether sudden or expected—is a powerful transition point in your family’s philanthropy. With rising resources comes the budding potential to do more of what you’re already doing: making a difference according to your foundation’s mission. For family foundations—particularly those for whom the influx comes as a complete surprise—a change in asset size can feel downright disorienting. … Read More

Risk in Philanthropy: A Framework for Evaluation

Posted on June 29, 2015 by Open Road Alliance

To help both grantmakers and NGOs better identify, assess, mitigate, and plan for risk in their portfolios, Open Road Alliance offers this framework for evaluating risk. This brief framework is designed to provide grantmakers and NGOs with tools to conceptualize and describe risk and its implications within the scope of their philanthropic work… Read More

Ten ways philanthropic families work with community foundations

Posted on June 11, 2015 by Audrey Jacobs, David O. Barrett, Elizabeth Sullivan, Lauren Amos, Mark Neithercut, Rob MacPherson

This special webinar as we count and describe the many ways that philanthropic families work with the more than 800 community foundations spread across North America. From partnering for impact to serving as a training ground for younger family members, community foundations and families have been partners since the very first community foundations were founded just over a century ago… Read More