This post is my second “annual report” for my philanthropic advising practice. I had a brief stint from 2008 to 2010 and have been full-time since 2015. Neither when I started nor when I restarted could I have imagined or planned what my work would look like now. The following numbers reflect my work as an [...]
Blog
2024 Year in Review
I’ve admired other philanthropic advisors and consulting firms who release annual reports. So I’ve taken a stab at my first annual report. It includes the work I performed in 2024 as an independent philanthropic advisor and through my consulting partnerships with Daylight (new in 2024), Ekstrom Alley Clontz & Associates (started in 2016), and the [...]
Book Chapter Published
The words philanthropy and Pittsburgh are often linked. A Gift of Belief: Philanthropy and the Forging of Pittsburgh describes how individuals, families, companies, congregations, giving groups, and funders of many shapes and sizes defined and pursued the public good to benefit the Pittsburgh region. Published by The University of Pittsburgh Press in June 2021, the [...]
New Resources for Private Foundations and their Donors
“How much should we spend?” It’s a fundamental question for founders and boards of private foundations. Finding an answer becomes more complex and emotional during an economic downturn, natural disaster, or other unexpected crisis or opportunity that increases demand for funding. The best answers come from thoughtfully balancing: your foundation’s purpose, conditions and trends facing [...]