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, [...]
Category: learning
Monthly Musings – Aug. 2018

I’m jumping back into blogging through a new monthly series reflecting on things I’ve recently read, seen, or worked on. I’ll identify the primary audience for each post. And, I’ll continue to write on other topics in between the monthly posts. Family Chief Learning Officer (CLO) Primary audience - staff and advisors to philanthropic families [...]
Revealing Risk in Philanthropy – part 3

In two previous posts, I wrote that I’d been researching the topic of risk in philanthropy. I tested some ideas about the topic at a conference session, co-designed with folks from the Quixote Foundation, Open Road Alliance, and Arthur M. Blank Family Foundation. Based on my research and feedback from others, I developed this framework [...]
Revealing Risk in Philanthropy – part 2

Last fall, I started researching the topic of risk in philanthropy for a conference session. I wrote a post soliciting feedback on the topic and cited a couple of the resources I’d found useful. Some of the best thinking I’ve found comes from the team at the Open Road Alliance. Philanthropist and psychologist Laurie Michaels, [...]