2024 Year in Review

2024 Year in Review

I’ve admired other philanthropic advisors and consulting firms who release annual reports. So I’ve taken a stab at my first annual report. It includes the work I performed in 2024 as an independent philanthropic advisor and through my consulting partnerships with Daylight (new in 2024), Ekstrom Alley Clontz & Associates (started in 2016), and the [...]

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 [...]

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 [...]