An influx of assets is a powerful transition point in your philanthropy. With rising resources comes the budding potential to do more of what you’re already doing—or, perhaps, try something new. Either way, additional resources will often provide your foundation with new options for making a difference according to your foundation’s mission.
With more money comes opportunity as well as challenge. This NCFP Content Collection includes our Passages Issue Brief and other resources and perspectives on this important transition.
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In Times of Growth: Planning for an Influx of Assets
Passages Issue Briefs
An influx of assets is a powerful transition point in your philanthropy. With rising resources comes the budding potential to do more of what you’re already doing—or, perhaps, try something new. This Passages Issue Brief will help you plan now for growth tomorrow, and manage change if you’re in the…
Advancing Philanthropic Goals While Divesting Excess Business Holdings
Article
Congress enacted the excess business holdings rule to limit the ability of individuals to retain control of business enterprises by setting up private foundations to hold substantial or controlling stakes in these businesses (it applies equally to nonoperating and operating foundations).
