Are generous families and their advisors prepared for the future?

Generous families and business owners have many people serving as their advisors. They range from attorneys and wealth managers to the staff of community foundations and family foundations. Each brings a different perspective on the value and use of money and other assets. But what those families and business owners are really seeking is help [...]

Revealing Risk in Philanthropy – bonus content

Revealing Risk in Philanthropy – bonus content

After I researched and wrote about risk in philanthropy, I’ve inevitably been affected by Frequency Illusion. In this decision-making bias, an idea or term that has recently come to one's attention suddenly seems to appear with improbable frequency shortly afterwards. So, as “bonus content” to my previous posts and the piece I wrote for the [...]

Revealing Risk in Philanthropy – part 3

Revealing Risk in Philanthropy – part 3

In two previous posts, I wrote that I’d been researching the topic of risk in philanthropy. I tested some ideas about the topic at a conference session, co-designed with folks from the Quixote Foundation, Open Road Alliance, and Arthur M. Blank Family Foundation. Based on my research and feedback from others, I developed this framework [...]

Revealing Risk in Philanthropy – part 2

Revealing Risk in Philanthropy – part 2

Last fall, I started researching the topic of risk in philanthropy for a conference session. I wrote a post soliciting feedback on the topic and cited a couple of the resources I’d found useful. Some of the best thinking I’ve found comes from the team at the Open Road Alliance. Philanthropist and psychologist Laurie Michaels, [...]