Contributions

Family Foundation CEO Retreat

Posted on February 12, 2021

The role of a family foundation CEO is unique, often bridging generations of family members, community leaders, staff, advisors, and partners. Expectations can be challenging to meet and boundaries are sometimes vague and ever-changing. Success in this role requires a cadre of specialized leadership skills, particularly in these divisive and dynamic times. This 3-day virtual retreat, designed for both new… Read More

Succession Planning and Family Transitions

Posted on December 8, 2020

hand giving set of keys to another hand - succession, passing the baton, transition
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

A Legacy Lives On: The Kaplan Family Foundation’s Successful Leadership Transition

Posted on December 18, 2013 by Dinaz Mansuri, Mollie Bunis

[Photo: Members of the next generation of the Kaplan family gather to discuss strategy.] Ask any family member and they are usually able to identify the current family leader. This is the person around whom everyone gathers; the person who takes responsibility for family networking, intervenes in family disputes, reminds others of the family’s history and generally serves as the… Read More

Leadership transitions

Posted on February 18, 2000 by Carol Robbins

As the Colonel had planned for the financial future of the foundation, so had he planned for the continuity of its management. His son-in-law, Bill Close, succeeded Frances Springs as vice president in 1957. Meeting in December 1959, the board delivered the expected outcome: Bill was elected president. That same year, at age 39, he also became president of the… Read More

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