Current and Recent Clients

  • Anonymous family foundation 1 – 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 2 – advising the new CEO and program director on family philanthropy issues and preparation for an influx of assets after the recent death of the founder
  • Anonymous family foundation 3 – leading a retreat to help G1 and G2 make decisions about vision, generational transitions, lifespan, payout, and granmaking strategies
  • American College for 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
  • Bethany Legacy Foundation – facilitated first board retreats and advised grantmaking strategies for this new healthcare conversion foundation
  • Council of Michigan Foundations – training programs for philanthropic families and family foundations
  • Floyd County Legacy Foundation – developed 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, issue briefs, and case studies on family philanthropy topics
    • Co-authored seven 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
    • 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.
    • Consulting for its Community Foundation Network; creation of the Family Philanthropy Readiness Self-Assessment and Family Philanthropy Playbook for community foundations
  • William G. & Marie Selby Foundation – created a strategy road map for purpose, payout, and permanence
  • Since 2016 with Ekstrom Alley Clontz & Associates:
    • Strategic planning and in-person and online retreats for 30 community foundations in 14 states
    • Assessing and improving strategic grantmaking programs, leadership initiatives, philanthropic services, business models, and organizational transition preparedness in 9 foundations

Past Clients

  • Anonymous HNW donor in Florida – philanthropic advising, scoping and project management of a capacity-building project for three grantees
  • Anonymous UHNW donor in Massachusetts – strategic philanthropy plan and grantee research following the sale of his ownership in his family’s business
  • Anonymous HNW donor – advised on a giving strategy, including choice of philanthropic tool and major gift opportunities
  • Anonymous HNW family – refined the governance and grantmaking frameworks for three generations involved in a Donor-Advised Fund
  • Anonymous private foundation – led a board conversation about options for changing lifespan and payout strategie
  • 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 Elkhart County – created a new grant strategy framework and grantmaking guidelines
  • Community Foundation of Greater Huntsville – defining 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)
  • 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)
  • 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 regional 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
  • 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)


“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