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 [...]

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 [...]

Because you need one more post on DAFs

Because you need one more post on DAFs

Bruce DeBoskey is a terrific peer mentor and I respect his thinking and passion in his philanthropic advising work. We’ve been talking about writing together and our first crack is my response to his recent nationally-published column, “Donor-Advised Funds - Powerful giving tool needs sharpening.” I encourage you to read it first. OK, Bruce. We [...]

Monthly Musings – Sep. 2018

Monthly Musings – Sep. 2018

Anonymous Giving and Transparent Grantmaking Primary audience - donors and their advisors Over the summer, I saw a number of articles about the pros and cons of anonymous giving and grantmaking. Some were likely off the radar of donors - a series on HistPhil and an article in the Foundation Review. Some were part of [...]