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Milestones in Family Giving: the Contagious Joy of Philanthropic Celebrations

Posted on June 15, 2012 by Virginia M. Esposito

Everyone loves a good celebration.  Families particularly mark the special moments in their lives with celebrations: an anniversary, graduation, wedding, or a birthday (especially those birthdays that end in the dreaded “0” – 30, 40, 50, and whatever numbers come after that!). While families may celebrate personal milestones, their approach to their philanthropic work may be more “nose to the… Read More
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Advocacy and Family Giving: Leveraging Limited Dollars to Maximize Impact

Posted on May 15, 2012 by Lisa Ranghelli

The Brindle Foundation in New Mexico is concerned with the well-being of children and youth, and funds in the areas of education, early childhood development, youth development and human services.  Brindle has assets of $14.2 million and annual giving of $579,000 (as of 2010). As the Board and staff of the foundation explored how to make the most difference with… Read More
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Can Private Foundations Serve as Fiscal Sponsors?

Posted on October 15, 2011 by Andras Kosaras

By Andras Kosaras, Associate, Arnold and Porter LLP Private foundations frequently receive grant applications from groups that are under the fiscal sponsorship of a section 501(c)(3) public charity.  But sometimes the request is for the private foundation itself to serve as a group’s fiscal sponsor.  Is a private foundation legally permitted to serve as a fiscal sponsor?  Why would a… Read More
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Donor Legacy Statements, Values Statements, and Ethical Wills

Posted on March 15, 2011 by National Center for Family Philanthropy

I work for a small family foundation as their non-family executive director. The foundation has been in existence for 25 years. In the near term, I will be sitting down with the founder, who is preparing to write his legacy. I am wondering if you’re familiar with other founders who have shared excerpts concerning their vision for philanthropy that you thought to be… Read More
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CEO Transitions in Family Foundations

Posted on December 15, 2010 by Alice Buhl

Among the most important tasks that any board confronts is the choice of head staff person. If anything, this decision has even greater significance in family foundations. Whether the position is vacant because of the retirement of a beloved CEO or the departure of a problematic one, CEO transitions in family foundations typically have three major stages: clarifying the foundation… Read More
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Tips and tools for effective family board meetings

Posted on October 15, 2010 by National Center for Family Philanthropy

This month’s Ask the Center features tips and tools for effective family board meetings from Marla Bobowick, former Vice President at BoardSource and founder of Bobowick Consulting, and Karie Brown, principal of KB Consulting and Board member of the Hidden Leaf Foundation. Marla and Karie were the featured speakers on the August 2010 Family Philanthropy Teleconference, Creative Agendas for More… Read More
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The Value of Family Philanthropy in a Democracy

Posted on September 15, 2010 by National Center for Family Philanthropy

The passionate generosity of countless American families has inspired – and continues to inspire – extraordinary gifts. Indeed, we may know many of these families more by their philanthropy than by the business successes that made their largesse possible. What is most remarkable is the very phenomenon of American family philanthropy itself. An astonishing number of families make record-setting, private contributions… Read More
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How to Manage Relationships with your legal, financial, and investment advisors

Posted on September 15, 2010 by National Center for Family Philanthropy

How can we get an honest picture from our advisors about whether the strategies they are pursuing are the right ones? How do we know our advisors are telling us everything we need to know? Consider having general investment, legal and other training sessions for your foundation board that are conducted by someone other than the advisors who you’re working… Read More
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Conflicts of Interest: Steering Clear of Potholes and Other Bumps in the Road

Posted on June 15, 2010 by Anne Etheridge

Most family foundations prefer to focus on the business of giving, without having to worry about tripping over the sometimes obscure rules and regulations that govern this work. But the fact is that family foundation boards need to be aware of potential potholes on the road named philanthropy. Driving blind down this road can get you into trouble. One potential… Read More

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