Clients

Scenes On-Site With Clients

Families and Donors

  • Anonymous family foundation in PA – 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); developed its first multi-year assessment and learning plan.
  • Anonymous family foundation in PA – advised the new CEO and program director on family philanthropy issues, governance, and strategy transitions after the death of the founder.
  • Anonymous HNW donor in FL – philanthropic advising, scoping and project management of a capacity-building project for three grantees.
  • Anonymous UHNW donor in MA – strategic philanthropy plan and grantee research following the sale of his ownership in his family’s business.
  • Anonymous HNW donor in IN – advised on a giving strategy, including choice of philanthropic vehicle and major gift opportunities.
  • Anonymous HNW family in IN – refined the governance and grantmaking frameworks for three generations involved in a Donor-Advised Fund.
  • Anonymous siblings in DC – led a “philanthropy boot camp” educational weekend for a brother and sister who inherited access to a $45 million donor-advised fund (referred by a national DAF sponsor).
  • The Fine Foundation – led a process to refine its grantmaking and payout strategies.
  • Glick Philanthropies – 2019 retreat facilitation.
  • Roy A. Hunt Foundation – advised new executive director, evaluated inquiry letters and grant reports, created analysis of trustee personal philanthropic profiles, wrote white paper on the foundation’s future.
  • The Keller Foundation – led a retreat focused on improving governance, succession, next generation preparation, legacy, and strategic impact.
  • The Luminous Fund – ongoing philanthropic advising for this family donor-advised fund.
  • Roger I. and Ruth B. MacFarlane Foundation – led a retreat to help G1 and G2 make decisions about vision, generational transitions, lifespan, payout, and grantmaking strategies.
  • 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).
  • The David & Lucile Packard Foundation – led and designed a 2025 board and family retreat.
  • Daniel and Susan Pfau Foundation – facilitated a revision to the family foundation’s social impact strategy.
  • William C. Schumacher Family Foundation – helped the founder create a legacy letter, including a statement of donor intent, and revise a supporting organization agreement.
  • William G. & Marie Selby Foundation – created a strategy road map for purpose, payout, and permanence.
  • Emily Hall Tremaine Foundation – board discussion to help the family foundation develop an impact investing strategy.
  • Mitchell Wolfson, Sr. Foundation – developed a plan for succession, philanthropic continuity, and family learning.
  • 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).

Field-Building

  • The American College of Financial Services – developed and facilitated the national Mapping the Future of Philanthropic Advising Summit; wrote a case study and bonus assignment for the Chartered Advisor in Philanthropy program; co-developed the DAF Professionals Certificate.
  • Colorado Association of Funders – family philanthropy forum.
  • Council of Michigan Foundations – training programs for philanthropic families and family foundations.
  • Daylight – led the development and launch of the Impact Philanthropy Advisor Certification, developed the first competency model for philanthropic advising, led the development of the Philanthropic Planning With Business Owners certificate.
  • Grantmakers of Western Pennsylvania – strategic roadmapping project.
  • Grassroots Grantmakers – education program development and facilitation, board retreat facilitation.
  • Indiana Philanthropy Alliance – training programs for family foundations and community foundations, capacity building for community foundations during the GIFT VII Initiative, designing parts of the Grantmaking 101 and 201 curricula.
  • Iowa Council of Foundations – meeting facilitation, webinars, and conference sessions for community foundations.
  • University of Pittsburgh – wrote a chapter on policy and advocacy for the book Gift of Belief.
  • National Center for Family Philanthropy
    • Authored eight primers for its Family Giving Lifecycle to help donor families, family foundations, and their staff and advisors navigate critical decisions and inflection points in their philanthropic journeys.
    • Led a cohort of experienced philanthropic advisors to develop solutions to behavioral barriers in giving.
    • Developing and delivering conference sessions, webinars, issue briefs, and case studies on family philanthropy topics.
    • Wrote five guides and road maps and facilitated webinars for the NCFP and Schwab Charitable Navigating Family Philanthropy series to help donors involve other family members as they plan for meaningful, effective philanthropy together.
    • Led programming for its Community Foundation Network; created the Family Philanthropy Readiness Self-Assessment and Family Philanthropy Playbook for community foundations.

Private Foundations & Intermediaries

  • Anonymous private foundation in Illinois – led a board conversation about options for changing lifespan and payout strategies.
  • Annie E. Casey Foundation – research for its philanthropic partnerships.
  • Bethany Legacy Foundation – facilitated the first board retreats and advised the development of equity-related grantmaking strategies for this new healthcare conversion foundation.
  • Eden Hall Foundation – facilitated a board retreat to hone grantmaking, payout rate, and other strategic decisions.
  • The Forbes Funds – research into funders’ interest in and capacity for impact investing, recommendations for regional field-building.
  • Floyd County Legacy Foundation – developed new grantmaking guidelines and forms for this healthcare conversion foundation, in cooperation with the Community Foundation of Southern Indiana.
  • FISA Foundation – revised grant and impact strategy.
  • Healthcare Foundation of La Porte – strategic planning and philanthropic advising for this healthcare conversion foundation.
  • Lumina Foundation for Education – project management and capacity building for it Know How 2 GO initiative.
  • Neighborhood Allies – board retreat and strategic plan, advised grantmaking and community leadership strategies, streamlined its grantmaking process.
  • Project for Public Spaces – facilitated two funder forums.
  • TechPoint Foundation for Youth – strategic plan.

Community Philanthropy

  • Since 2016 with Ekstrom Alley Clontz & Associates: Strategic planning and in-person and online retreats for 30+ community foundations in 15 states; assessing and improving strategic grantmaking programs, leadership initiatives, philanthropic service value propositions, business models, and organizational transition preparedness in 12+ community foundations
  • Central Indiana Community Foundation – incorporating a supporting organization, developing internal procedures for supporting organizations
  • Community Foundation of Elkhart County – created a new grant strategy framework and grantmaking guidelines
  • Community Foundation of Greater Huntsville – defined a portfolio of philanthropic services
  • Community Foundation of Pulaski County – strategic planning, plan update facilitation, community leadership coaching
  • Community Foundation of St. Joseph County – interviews with donors and professional advisors, assessment and improvement of its philanthropic services (with Karen Eller)
  • 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
  • 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)

Kudos

“Thank YOU for being a great facilitator of our retreat! We all truly appreciate the skillful way in which you allowed the conversations to flow smoothly. It was very gratifying to see the engagement of some who typically don’t participate.” – Executive Director of a family foundation

“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, former Trustee, Roy A. Hunt Foundation