Scaling for Impact: The Needs of Growing Philanthropies

Posted on May 17, 2022 by Renee Karibi-Whyte, Greg Ratliff, Peter Laugharn, Katherine Lorenz

The process of scaling can be a pivotal moment—it offers an opportunity to revisit the past and reinvent what is possible for the future. What are the special challenges facing family philanthropies that are preparing for—or in the midst of—a significant scale up in philanthropic assets? As your philanthropy reaches a certain size, increasingly robust practices and approaches may be… Read More

Scaling Your Philanthropy

Posted on January 31, 2022

Chalkboard with graph that is increasing
Operational and Strategic Approaches for Growing in Scale and Impact The process of scaling can be a pivotal moment—it offers an opportunity to revisit the past and reinvent what is possible for the future. What are the special challenges facing family philanthropies that are preparing for—or in the midst of—a significant scale up in philanthropic assets? As your philanthropy reaches… Read More

Death, Legacy, and Leadership Transition

Posted on October 12, 2020 by Elaine Gast Fawcett

The death of a foundation leader or senior family member is likely the most emotional change a foundation will undergo. Suddenly, or not so suddenly, family members and the board face grief and loss, and also an onslaught of financial, legal, and organizational issues. How can you plan ahead, as a foundation and as a family? And how can you… Read More

Balancing Purpose, Payout, and Permanence

Posted on August 30, 2020 by Council on Foundations, National Center for Family Philanthropy, Tony Macklin

Be sure to watch the recording of the related webinar. In partnership with the Council on Foundations, the National Center for Family Philanthropy is pleased to release Balancing Purpose, Payout, and Permanence: Strategy Guide. How much should we spend? This is an essential question for foundations, and one of the most complex, particularly in moments of change or turmoil. This… Read More

In Times of Growth: Planning for an Influx of Assets

Posted on October 9, 2015 by Elaine Gast Fawcett

An influx of assets is a powerful transition point in your philanthropy. With rising resources comes the budding potential to do more of what you’re already doing—or, perhaps, try something new. Either way, additional resources will often provide your foundation with new options for making a difference according to your foundation’s mission… Read More

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

Indiana Philanthropy Alliance’s 2014 Family Giving Symposium

Posted on September 11, 2014 by Virginia M. Esposito

Proactively Managing Change Throughout the Life Cycle of Family Giving In family philanthropy, the most challenging times are often associated with a transition or new phase in the life cycle of the foundation or fund, the area of giving, or the community served. Proactively planning ahead for transitions allows us to be the architects of change (instead of its victims)… Read More

Leveraging All of Your Assets

Posted on August 16, 2007 by Kevin Laskowski

“Foundations do not need a lot of money to be effective,” Ylvisaker declared. “If, indeed, they were to exploit only a fraction of the strategies available to them, their individual and collective impact on American life would be vastly and beneficially expanded.” … Read More