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 [...]

Democratizing Philanthropy Through Community Foundations – part 1

Thanks to my consulting work for the National Center for Family Philanthropy and Ekstrom Alley Clontz & Associates, I’ve been spending more time tuned into the field of community foundations. I still hear variations on the phrase “we want to be the community’s foundation.” This core value of democratized, accessible, community-owned, philanthropy dates to the [...]