Dedicating More of the Great Wealth Transfer to Philanthropy
I was invited to co-author an article for the March 2023 issue of Trusts & Estates.
NCFP Family Giving Lifecycle Toolkit
Published in early 2022, the 7 primers and 25 worksheets help donors and their staff and advisors navigate critical decisions in family philanthropy. The materials are free for public use.
Questions to Ask a DAF Sponsor Organization
Revised in Nov. 2020, a list of questions to assess DAF sponsors as you consider establishing or moving a Donor-Advised Fund.
Balancing Purpose, Payout, and Permanence Webinar
Balancing Purpose, Payout, and Permanence: Strategy Guide
(2020) Strategy guide and related Discussion Guide to help private foundations strengthen investment governance, understand the spectrum of options in payout, and develop spending rates based on purpose, conditions and trends, time horizon, and more.
Leadership in Difficult Times: Guidance for Donors and Giving Families
(2020, with Jason Born) Provides resources and inspiration for short-term responses to the COVID-19 and economic crises.
Community Foundation Family Philanthropy Playbook
(2019) Nine modules to help plan and deliver more sophisticated philanthropic services. Also useful for other community philanthropy organizations such as women’s funds and Jewish federations.
Community Foundation Family Philanthropy Readiness Self-Assessment
(2017) Online survey tool to help staff frame internal questions and decisions about offering services to multi-branch and multi-generation families.
Expanding Your Comfort Zone: A Window into Risk in Family Philanthropy
(2016) Issue Brief to help generous families and foundations assess philanthropic risk, tame and mitigate risk, and even expand their comfort zone to embrace uncertainty.
Risk in Philanthropy
(2016) Annotated graphic to accompany the Expanding Your Comfort Zone brief.
Navigating Family Philanthropy Series
Published in 2022/23, the 5 guides, road maps, and webinars help donors involve other family members as they plan for meaningful, effective philanthropy together.
Defining Your Family’s Philanthropic Purpose
Speaking of Change Podcast
Advocacy and Public Policy – Philanthropy’s New Capital
Chapter in The Gift of Belief: Philanthropy and the forging of Pittsburgh, edited by Kathleen W. Buechel, published by University of Pittsburgh Press in June 2021.
Involving Donors in Community Crises and Leadership Opportunities
Melton Family Case Study
(2019) Two-part case study to help students and graduates of the Chartered Advisor in Philanthropy program understand what happens after a wealth event and the start of a family foundation (not available to the public).
Resource Guide for Family Philanthropy
(2019) Resource guide to help students and graduates of the Chartered Advisor in Philanthropy program understand client motivations for seeking philanthropic advice, types of advice and advisors, team roles, and more (not available to the public).
This is what impact investing is-and why Fort Wayne should be talking about it
2019 interview about the power of impact investing in philanthropy.
6 Grantmaking Models
(2018) Summary of choices funders can make in their portfolio of grantmaking programs.
Case Study: Navigating a Community Foundation’s Roles Among a Family’s Professional Advisors
(2017) Explores the questions, considerations, and challenges facing a community foundation as it works with a business-owning family’s team of trusted advisors.