Philanthropic Purpose, Motivations, and Values

Posted on November 29, 2022 by Nancy Bacon

For your philanthropy to be meaningful and effective, it is important to define, refine, and periodically revisit your philanthropic purpose: to understand your motivations for giving, the collective values that guide your philanthropy, and establish clarity around the various priorities and approaches your family will utilize in its giving. This interactive program is designed to both guide families through initial… Read More

Conflict of Interest Policy (George Family Foundation)

Posted on July 22, 2022 by George Family Foundation

The George Family Foundation (GFF) is committed to avoiding transactions or arrangements that give rise to a conflict of interest, potential conflict of interest, or the appearance of a conflict of interest. POTENTIAL Personal-Gain CONFLICTS No less than once a year, GFF Directors and staff will review a list of all GFF grantees, vendors, and other business partners — disclosing… Read More

Board Chair Peer Network: Reflections on Mission, Vision, and Values with the Hilton Foundation

Posted on June 9, 2022 by Hawley Hilton McAuliffe, Linda Hilton

Hand stacking three blocks on top of each other. Bottom block says "value", middle block says "vision" and top block says "mission"
A foundation’s mission, vision, and values, which may be thought of as a statement of purpose, are fundamental in guiding its operations, strategy, and relationship with grantee partners.  For family foundations, these purpose statements are grounded in the family’s history and legacy, and donors’ intent. It is critical that both board and staff understand and are aligned with the mission… Read More

Defining Your Family’s Philanthropic Purpose

Posted on May 17, 2022 by Fred Kaynor, Megan Costigan, Jean Buckley, Tony Macklin

illustrated image of people pushing together life-size puzzle pieces
What motivations and values drive your generosity? What priorities propel your social action? A clear philanthropic purpose defines why you want to make a difference and your priorities for where and who you most want to benefit. It improves family decision-making, community relationships, and impact. On this webinar, you’ll learn how you and your family can define your philanthropic purpose—shared… Read More

Reflecting on Your Origin Story: Understanding Wealth, Legacy, and Equity

Posted on December 7, 2021 by Holley Fowler Martens, David Roswell, Katherine Lorenz

old photographs on table; genealogy; family tree
The criticism of wealth is longstanding and brings to the fore a conversation on justice that is important to reflect upon in the pursuit of effective family philanthropy. Though necessary, this type of reflection often raises a number of difficult questions that require philanthropic families to interrogate their history and reconcile the actions of their ancestors. Join us for a… Read More

Defining and Translating Motivations and Values

Posted on December 7, 2020 by Jaimie Mayer, Nicholas A. Tedesco, Katherine Lorenz

stack of blocks with arrows pointing upward - direction, mission, plan
Clearly defined motivations and values are the underpinning of an effective family philanthropy strategy—they articulate a purpose, provide direction, and serve as a measure of accountability. They are also a dynamic and ever-evolving tool to guide donors and their family through the lifecycle of their philanthropic effort. Yet many families engage in social impact strategies without intentionally identifying aims and… Read More

Values-based Leadership for the Future of Health: A Conversation with Barbara Bush and Global Health Corps

Posted on October 5, 2020 by Joanna Galaris, Barbara Bush, Sandra Isano, Heather Anderson

Join us in welcoming to our virtual stage Global Health Corps (GHC) Co-Founder and Board Chair Barbara Bush and CEO Heather Anderson. Barbara will share a brief history of her inspiration and initial vision for the organization, and then engage in a conversation with other panelists that illuminates GHC’s journey from launching as a small startup in 2009 to building… Read More

5 Myths of Traditional Philanthropy: A Response to Common Misperceptions About Trust-Based Principles

Posted on October 2, 2020 by Trust-Based Philanthropy Project

This guide outlines five common myths and misperceptions that come up in discussions about trust-based principles, and offers clear responses about what a trust-based approach is and isn’t. Use this guide to challenge traditional assumptions about philanthropy and offer new, clear perspectives into the conversation about what it means to take a trust-based approach… Read More