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

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 [...]

New Resources for Those Serving Giving Families

Data Analysis by Nick Youngson CC BY-SA 3.0 ImageCreator The late summer and early fall were a bounty harvest of new information useful for advisors, consultants, and staff to wealthy philanthropic families. I've already been quoting the data in presentations and proposals.  Social Impact in Hundred-Year Family Businesses: How Family Values Drive Sustainability Through Philanthropy, [...]

Advice for the Savvy Donor Advised Fund Shopper

"funds" by CreditDebitPro is licensed under CC BY 2.0 Dear Savvy Donor, By now you’ve at least heard about Donor Advised Funds (DAFs), the charitable checking and savings accounts established by individuals, families, and businesses. In the U.S. alone, more than 1,000 charitable organizations offer DAFs. These “DAF Sponsors” range from small groups with fewer [...]