Rules, regulations, and legal documents

Twelve qualities of the good trustee

Posted on May 15, 2014 by John Nason

Determining the process for choosing trustees to act as stewards of your philanthropy’s assets is one of the most important decisions you must make.  The slideshow below will take you through the twelve qualities of a good trustee… Read More

Crafting Your Charitable Mission Statement: A Guide for Donors

Posted on May 15, 2014 by Melinda Tuan

When donors start along their philanthropic journeys, one question that often arises is whether it is important to craft a mission statement; and if so, how best to do so. As with any journey, knowing your destination – or in this case, articulating your goals for your philanthropy by crafting a mission statement – can be an invaluable first step… Read More

Family Offices and Family Philanthropy

Posted on November 8, 2012 by Anne Etheridge, Craig Muska, Elizabeth “Buffy” Minkin, Jim Frey, Sara Hamilton

As the field of family philanthropy continues to evolve, the options available to families for managing and making the most of their giving are expanding at a rapid pace. One option that a growing number of philanthropic families are considering is the creation of a family office - a private entity that manages the investments and trusts for a single family, while also providing a variety of other personal services, among them philanthropic advising or the housing of a family foundation… Read More

Ethics in family philanthropy: Right vs. right decision-making

Posted on November 10, 2011 by Rushworth Kidder

Ethical issues affect every facet of a family’s philanthropy from its structure and mission to its investment, grantmaking strategies, and perhaps most importantly, governance structure. The role of ethics and values is so integral to how families define and carryout their missions, and the expectations for ethical behavior among philanthropists so high that it’s easy to become overwhelmed or stymied… Read More

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