Relationship Between the Board Chair and CEO

Posted on January 9, 2019 by Vernetta Walker, Lynne J. Doblin, Katherine Lorenz, Elaine Gast Fawcett

How do board chairs and CEOs develop and maintain their partnerships? How do family foundation board chairs and CEOs build a relationship of trust and bridge the divide between physical distance, differences between staff and family member roles, and continue the work of the foundation during times of transition? Join to learn how CEOs and board chairs develop positive, productive… Read More

Making Space at The Table: Welcoming New Voices to Your Family Giving

Posted on July 12, 2018 by Katy Rees, Joel Luedtke, Justin Maxson, Michael Brunker, Valerie Jacobs Hapke, Katie Scott

There are so many ways to welcome new voices into your family giving to enhance your own giving and family impact. Having others engaged can enhance diversity, inclusion, help your own family, and introduce new ideas and perspectives for impact. Hear from families who have found creative ways to engage non-family board members, the next generation, and community input. Leave… Read More

2018 Courage to Lead Retreat

Posted on June 12, 2018 by Gayle Williams, Tara Reynolds

This intimate retreat, limited to 25 current leaders (CEOs, board chairs, and other family leaders) and co-sponsored with the Southeastern Council of Foundations, provides a unique opportunity to discuss fundamental questions of leadership, impact, sustainability and self-care. The retreat will include time for individual reflection and small group dialogue to explore together “habits of the heart” that tap into one’s… Read More

Transitions in Family Philanthropy: A Primer for Community Foundation Staff and Donor Families

Posted on July 31, 2017 by National Center for Family Philanthropy

No matter the intensity of the emotions they generate, transitions have the potential to affect the course of your family’s life. These transitions also impact your family’s philanthropy — and how your family chooses to manage its charitable giving vehicles, such as your donor-advised fund or foundation. This Passages Issue Brief provides tips and tools for donor families and community… 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

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

Family Foundations Consultants Guide

Posted on June 29, 2015 by Mary Phillips

Adapting existing research on the organizational life-cycle framework and working from a sample of foundations provided by the National Center for Family Philanthropy, GMA Foundations teamed with Brandeis University’s Sillerman Center for the Advancement of Philanthropy to conduct a pilot study to understand how planning ahead at each stage could help the foundations anticipate and prepare for likely milestones. The… Read More