Community Foundation Spark Session: The Role of Community in Family Philanthropy Values, Mission, and Strategy

Posted on July 22, 2015 by Elizabeth Sullivan, Jennie Zioncheck, Katie Donnelly, Kim Wright

Community foundations are trusted, professional advisors to philanthropic families and a valuable source of local knowledge and insights. This webinar will focus on how community foundations work with family donors to clarify their values and motivations, shape their philanthropic strategy and identify their philanthropic objectives – in a way that supports the community and place-based efforts… Read More

Ten ways philanthropic families work with community foundations

Posted on June 11, 2015 by Audrey Jacobs, David O. Barrett, Elizabeth Sullivan, Lauren Amos, Mark Neithercut, Rob MacPherson

This special webinar as we count and describe the many ways that philanthropic families work with the more than 800 community foundations spread across North America. From partnering for impact to serving as a training ground for younger family members, community foundations and families have been partners since the very first community foundations were founded just over a century ago… Read More

Spending Policy (David and Lucile Packard Foundation)

Posted on June 10, 2015 by David and Lucile Packard Foundation

The David and Lucile Packard Foundation aims to be a long-term, though not necessarily a perpetual institution. Currently it is the intention of the Foundation to exist as a strong foundation working toward important goals in its program areas of interest through at least 2060, representing approximately the lifespan of David and Lucile Packard’s grandchildren. The Foundation is structuring its… Read More

Toeing the Line: Legal Pitfalls in Family Foundation Governance

Posted on December 11, 2014 by Andrew Schulz

Should we accept those tickets to the opening of the new local theater that just arrived in the mail? Can our family office charge our foundation for rent? Is it o.k. for us to pay Uncle Bob to manage the foundation’s investment portfolio? Can we make a grant to our family's donor advised fund to help make year-end payout requirements? … Read More