Clients

Scenes On-Site With Clients

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 organizational governance and strategy transitions after the death of the founder
  • Bethany Legacy Foundation – facilitated the first board retreats and advised the development of equity-related grantmaking strategies for this new healthcare conversion foundation
  • Council of Michigan Foundations – training programs for philanthropic families and family foundations
  • Eden Hall Foundation – facilitated a board retreat to hone grantmaking, payout, and other directions
  • Floyd County Legacy Foundation – developed new grantmaking guidelines and forms for this healthcare conversion foundation, in cooperation with the Community Foundation of Southern Indiana
  • 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
  • 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)
  • 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; many of the plans have incorporated considerations of diversity, equity, and inclusion
    • 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 in Indiana – advised on a giving strategy, including choice of philanthropic tool and major gift opportunities
  • Anonymous HNW family in Indiana – refined the governance and grantmaking frameworks for three generations involved in a Donor-Advised Fund
  • Anonymous private foundation in Illinois – led a board conversation about options for changing lifespan and payout strategies
  • 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
  • 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 – 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)
  • 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
  • Healthcare Foundation of La Porte – strategic planning and philanthropic advising for this healthcare conversion foundation
  • 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, advised grantmaking and community leadership strategies, streamlined its grantmaking process
  • Project for Public Spaces – facilitated two funder forums
  • 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
  • TechPoint Foundation for Youth – strategic plan
  • University of Pittsburgh – Philanthropy Forum at GSPIA – researched and drafted chapter for a book on the 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)

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, senior-most Trustee, Roy A. Hunt Foundation