Influx of assets

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

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 Strategy Guide invites you to reflect more deeply on how your foundation chooses to balance four factors—purpose, conditions and trends, time horizons, and assets for mission—especially in times of greater crisis or opportunity. It… 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. This Passages Issue Brief will help you plan now for growth tomorrow, and manage change if you’re in the midst of it today… 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

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