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, [...]

What does your family need your foundation (or DAF) to be?

What does your family need your foundation (or DAF) to be?

Congratulations! You have a Donor-Advised Fund (DAF) or Family Foundation, perhaps set up by your advisors in response to changing tax rules. Let’s call it a tool. Why do you want that tool? What jobs do you want to accomplish (beyond tax avoidance)? Have you been handed a hammer when you really need to screw [...]

Democratizing Philanthropy Through Community Foundations – Part 2

Democratizing Philanthropy Through Community Foundations – Part 2

In my last post, I looked at three definitions of the phrase democratizing philanthropy:  1) expanding and connecting the base, 2) expanding access to the establishment, and 3) redistributing philanthropic power and ownership. All three definitions could describe a community foundation’s hope to be “the community’s foundation.” There are two related terms worth noting, both [...]