From the Start: Questions for Donors and Family Members

Posted on January 9, 2015 by Charles Hamilton

Donors often seek effective ways to involve other family members from the start. Heirs, meanwhile, look for ways to appropriately honor the legacy of the donor(s). There are many questions and issues likely to be considered by both the donor and future generations. (Source: Living the Legacy: The Values of a Family’s Philanthropy Across Generations, NCFP, 2001) Questions for the… Read More

Code of ethics (Hudson Webber Foundation)

Posted on December 18, 2014

The Hudson-Webber Foundation commits to integrity in our actions and responsibility for our decisions and their consequences. We are committed to act honestly, truthfully and with integrity in all our transactions and dealings. We are committed to the appropriate handling of actual or apparent conflicts of interest in our relationships. We are committed to treat our grantees fairly and to… Read More

Passion: Discovering Meaning in Your Philanthropy

Posted on November 6, 2014 by The Philanthropic Initiative

What is the place of passion in philanthropy? When it comes to giving and volunteering, we might think of passion as that mix of curiosity, enthusiasm and conviction which takes us beyond an annual contribution into a sustained engagement with an issue, cause or organization. The passion in philanthropy can be expressed in many ways… Read More

Board Code of Ethics (The Wallace Foundation)

Posted on June 18, 2014 by The Wallace Foundation

The Board of Directors of The Wallace Foundation is committed to the highest standards of integrity in conducting the affairs of the Foundation. This includes acting at all times in an honest and ethical manner, in compliance with all laws and regulations, and avoiding actual or potential conflicts of interest or the appearance of such conflicts. Read more at link… Read More

Navigating Leadership Transitions in Family Philanthropy

Posted on June 12, 2014 by Virginia M. Esposito, Betsy Brill, Dean Phillips, Dinaz Mansuri, Patrick Troska

Every family philanthropy experiences the joy, the sadness, the complexity, and the energy of transitions. Moving toward new leadership in the family can be difficult, emotional, and sometimes frustrating. However, when it is done deliberately and thoughtfully, these times of transition can also be positive for all involved. … Read More

Diversity, inclusion and effective philanthropy

Posted on May 24, 2014 by Rockefeller Philanthropy Advisors

Part of the Philanthropy Roadmap series, this guide aims to explain how diversity and inclusion can be used as practical considerations for getting better results. Diversity is the practice of including a full range of perspectives, ideas and experience in philanthropic decision-making. Inclusion seeks the participation of individuals from diverse backgrounds in the process… Read More

The Giving Commitment: Knowing Your Motivations

Posted on May 24, 2014 by Rockefeller Philanthropy Advisors

This guide offers a brief overview of reasons why people engage in philanthropy. Part of the Philanthropy Roadmap series, the guide offers both experienced and emerging donors an opportunity to take a closer look at what motivates them to give. They can use this knowledge in turn to help create— or refine — their own giving strategy. This guide seeks to help donors become more focused by becoming more self-aware… Read More

The Rockefellers

Posted on May 24, 2014 by Rockefeller Philanthropy Advisors

For the Rockefellers, giving has been a central family value that has spanned three centuries. The strong belief of early generations that wealth comes with great responsibility continues to inform the philanthropy of current generations, helping to shape their priorities and perspectives on giving. The family is now entering its seventh generation and has maintained its tradition of giving within… Read More