Clients and Kudos

Current and Recent Clients

  • Anonymous HNW donor – developing a giving strategy, including choice of philanthropic tool and major gift opportunities
  • American College for Financial Services – wrote a case study and bonus assignment for the Chartered Advisor in Philanthropy program
  • Community Foundation of Elkhart County – created a new strategy framework and grantmaking guidelines
  • Community Foundation of St. Joseph County – interviews with donors and professional advisors, assessment and improvement of its philanthropic services (with Karen Eller)
  • Council of Michigan Foundations – training programs for philanthropic families and family foundations
  • The Donald F. Wood and Darlene M. Richardson Foundation – helped G2 of this family foundation develop governance and operating policies and procedures, philanthropic profile, and grantmaking priorities (referred by the foundation’s wealth advisor)
  • Floyd County Legacy Foundation – developing revised grantmaking guidelines and forms for this healthcare conversion foundation, in cooperation with the Community Foundation of Southern Indiana
  • Healthcare Foundation of La Porte – strategic plan and philanthropic advising for this healthcare conversion foundation
  • Indiana Philanthropy Alliance – training programs for family foundations and community foundations, capacity building for community foundations through the GIFT VII Initiative
  • The Luminous Fund – ongoing philanthropic advising for this family Donor Advised Fund
  • Mittler Family Foundation – helping G1 and G2 plan for expanded grantmaking capacity and involving G3; helped G1 write a legacy letter; family meeting facilitation (referred by their family business consultant)
  • National Center for Family Philanthropy
    • Developing and delivering conference sessions, webinars, and issue briefs and case studies on family philanthropy topics
    • Co-authoring seven primers for donor families for its Family Giving Lifecycle
    • Consulting for its Community Foundation Network; creation of the Family Philanthropy Readiness Self-Assessment and Family Philanthropy Playbook for community foundations
  • Westchester Community Foundation – advised on advancing the foundation’s work in racial equity, especially in the areas of grantmaking and civic leadership (with Erika Seth Davies)
  • William G. & Marie Selby Foundation – strategy road map for purpose, payout, and permanence
  • With Ekstrom Alley Clontz & Associates:
    • Strategic planning and in-person and online retreats for community foundations in Arkansas, Colorado, Florida, Illinois, Kansas, New York, and elsewhere
    • Strategic grantmaking and leadership initiative development for Community Foundation of Southern Indiana and Hamilton County Community Foundation

Past Clients

  • Anonymous family foundation – as part of its sunsetting strategy, revised a grantmaking program that will build nonprofit endowments and reserves and shaped a related capacity building program (with Craig Muska)
  • Anonymous donor in Florida – philanthropic advising, scoping and project management of a capacity-building project for three grantees
  • Anonymous donor in Massachusetts – strategic philanthropy plan and grantee research following the sale of his ownership in his family’s business
  • Donor family in Indiana – refined the governance and grantmaking frameworks for three generations involved in a Donor-Advised Fund
  • Annie E. Casey Foundation – research for its philanthropic partnerships
  • Central Indiana Community Foundation and its partner organization, Making Connections Indianapolis – incorporating a supporting organization, developing internal procedures for supporting organizations
  • Colorado Association of Funders – family philanthropy forum
  • Community Foundation of Greater Huntsville – defining a portfolio of philanthropic services
  • Community Foundation of Pulaski County – strategic planning, plan update facilitation, community leadership coaching
  • Emily Hall Tremaine Foundation – board discussion to help the family foundation develop an impact investing strategy
  • FISA Foundation – revised grant and impact strategy
  • The Forbes Funds – research into funders’ interest in and capacity for impact investing, recommendations for field-building
  • Glick Philanthropies – 2019 retreat facilitation
  • Grantmakers of Western Pennsylvania – strategic roadmapping project
  • Grassroots Grantmakers – education program development and facilitation, board retreat facilitation
  • Iowa Council of Foundations – meeting facilitation, webinars and conference session for community foundations
  • Legacy Foundation (Lake County, IN) – strategic plan
  • Legacy Fund and its supporting organization, the Thomas P. and Sondra D. Sheehan Charitable Foundation – incorporation and start-up process
  • Lumina Foundation for Education – project management and capacity building for it Know How 2 GO initiative
  • Neighborhood Allies – board retreat and strategic plan, advising on grantmaking and community leadership strategies, streamlining its grantmaking process
  • Project for Public Spaces – facilitating two funder forums
  • Roy A. Hunt Foundation – advising to new executive director, evaluation of inquiry letters and grant reports, creating analysis of trustee personal philanthropic profiles, writing white paper on the foundation’s future
  • TechPoint Foundation for Youth – strategic plan
  • University of Pittsburgh – Philanthropy Forum at GSPIA – researched and drafted chapter for book on history of philanthropy in Pittsburgh
  • With Ekstrom Alley Clontz:
    • Strategic planning and board retreats for community foundations in Florida, Indiana, Kansas, New York, North Carolina, Tennessee, and more
    • Community Foundation of Elkhart County – assessment of its grantmaking, capacity building, and community leadership programs; recommendations for changes

Kudos

“We all so valued the time with you during our recent board meeting. You delivered the perfect set of materials for our audience!” – Michelle Knapik, President, Emily Hall Tremaine Foundation

“I can say Tony Macklin served our foundation and our family with great diligence and competence and administrative skill.  He led us to become a more professional foundation. He introduced us to many new foundation policies, such as learning and giving circles. He taught us how to investigate and understand the qualities of various grantees. And he prodded us to introduce more effective and long-lasting philanthropy practices. Finally, after only a few months in his time with us, he came to know the names and backgrounds and characters of each and every member of the 12 senior and 18 next generation trustees, certainly a complicated task that in the end proved to be an important part of his leadership of our foundation.” – Richard M. Hunt, senior-most Trustee, Roy A. Hunt Foundation

“Tony is a great people- and dot- connector, constantly turning up good information and sharing good ideas. He’s also a skilled facilitator who can get things moving and keep them that way – an essential skill set as executive director of a family foundation with nearly 30 trustees spanning three generations. He brings excellent experience and deep knowledge of philanthropy, especially family philanthropy, to his consulting practice.” – Barbara Taylor, Executive Director, Grantmakers of Western Pennsylvania