Case Studies

Case Studies

The Evolution of Family Philanthropy: The David Rockefeller Fund

Posted on August 4, 2020 by Maggie McGoldrick

The name Rockefeller often conjures up images of wealth and influence. The founders of Standard Oil and magnates of the banking industry, the family is known worldwide for generations of success in business and politics. However, since 1855 when John D. Rockefeller, Sr. gave his first philanthropic gift, the family has harnessed its name for a far greater legacy—social impact… Read More
Uncategorized, Case Studies

Trust-based Philanthropy: Satterberg Foundation

Posted on January 13, 2020 by The Whitman Institute

The Satterberg Foundation recently decided to transform its processes in an effort to build greater transparency and alignment with their core values. One of the most dramatic changes was a shift to multi-year general operating support. The Trust-Based Philanthropy Project’s Shaady Salehi sat down with Executive Director Sarah Walczyk to get the scoop on why they did this and what… Read More
Uncategorized, Case Studies

Transfer Decision Making and Wealth: Chorus Foundation

Posted on January 7, 2020 by Elaine Gast Fawcett

Cover of the Passages Issue Brief, Bridging the Power Divide, with a person teaching a few others in a room
As a family funder, how can you acknowledge and responsibly navigate the power of your position? How does the power and privilege you hold affect those you interact with and support? How can you use your power for good—to make lasting impact? This Passages Issue Brief features stories, perspectives, and practical tips on power, and suggestions for how family funders can work… Read More
Uncategorized, Case Studies

The Ansara Family Fund: Partnering Beyond Borders for Long-term Impact

Posted on April 15, 2010 by Jason Born

When Karen and Jim Ansara contacted the Boston Foundation on January 14, 2010 to talk about how their family’s donor advised fund could best respond to the earthquakes in Haiti – which had happened less than 48 hours before – they were continuing both a longstanding commitment to international philanthropy, as well as a more recent commitment to Haiti in… Read More
Case Studies

Finding and Fighting the Causes of Homelessness: The Melville Charitable Trust

Posted on June 11, 2009 by Jason Born

In 1990, a family trust in Connecticut decided to pursue an audacious goal: to end homelessness in America. The board thoroughly studied the issue, and eventually committed themselves to an equally bold strategy – creating a national movement. The Melville Charitable Trust’s considerable impact since then was recognized recently when its long-time executive director, Robert Hohler, received the Council on… Read More
Case Studies

The Durfee Foundation: Supporting Sabbaticals for Nonprofit Leaders

Posted on February 15, 2007 by National Center for Family Philanthropy

Stan and Dorothy founded what would become the Durfee Foundation in 1960. In those days, it bore the Avery name as did their flourishing business. As the company became more successful, though, the family suggested taking on Dorothy’s name Durfee to distinguish between the company’s philanthropy and the family’s philanthropy. In 1977, the family foundation became the Durfee Foundation and… Read More

We’re here to equip you with the tools you need to make a meaningful impact. Contact NCFP for support.

Get in Touch

Keep up with trends in family philanthropy. Subscribe to our newsletter.

Signup

Gain access to personalized support and a network of peers. Join our community!

Join Now