Tony Macklin: Tony, a Chartered Advisor in Philanthropy®, consults with donor families, grantmakers, and their advisors about purpose, use of resources, action planning, and learning. He previously served as executive director of the Roy A. Hunt Foundation, where he facilitated changes in visioning, impact investing, grantmaking, trustee education, and back-office management. Prior to that, in twelve years at the Central Indiana Community Foundation, he led grantmaking initiatives, advised wealthy donors, attracted $39 million, and launched a social enterprise. His firm, Tony Macklin Consulting, serves donors and donor groups, grantmakers, and their advisors and associations and works at the intersections of meaningful giving and community results and of established practices and emerging trends.

Contributions

Community Foundation Spark Session: Community Foundation Business Models for Family Philanthropy (Round 4)

Posted on May 19, 2020 by Debbie Wilkerson, Caroline Kuebler, Bob Fockler, Whitney Hosty, Tony Macklin

This is NCFP’s fourth annual deep dive into how community foundations structure their business models for more intensive services to multi-generation and multi-branch families. Two foundations will serve as case studies, describing how they defined their customer segments, developed their portfolio of programs and services, worked with their board to set goals and success measures, refined their financial model for expanded services, engage advisors, and more. Their presentations will be… Read More

Community Foundation Spark Session: Community Foundations in the Evolving Landscape of Family Philanthropy Services

Posted on February 18, 2020 by Nicholas A. Tedesco, Jennifer Touchet, Tony Macklin

The demand for philanthropic advice is increasing, spurred in part by historic wealth creation, intergenerational transfer of wealth and aspirations for purpose-driven lives and businesses. Moreover, we are witnessing a rising numbers of donors and their families leveraging diverse philanthropic vehicles and tools. Community foundations are well-positioned to provide best in class advice and accordingly, are eager to explore how… Read More

Community Foundation Spark Session: Building Blocks for Successful Family Philanthropy Services

Posted on February 28, 2019 by Gary Butterworth, Samuel Clark, Michelle Beisker, Susan Willey, Tony Macklin

An increasing number of consultants, wealth management firms, Donor-Advised Fund sponsors, and more are positioning themselves as trusted guides in families’ philanthropic journeys. They’re answering families’ questions about social impact, values alignment, successor generation preparation and engagement, and more.   Will your community foundation maintain a competitive advantage in that marketplace? Will you be positioned as a trusted resource beyond grants… Read More

Community Foundation Spark Session: Successful Generational Transitions

Posted on January 31, 2019 by Kathleen Wagner, Stephen Robinson, Lauren Domino, Barrett Coker Krise, Tony Macklin

In philanthropic families, no subject generates more questions than preparing for and successfully passing the responsibility of a foundation or fund to successor generations. Family members consider issues both personal (e.g. self-identity, legacy, family roles) and pragmatic (e.g. timing, knowledge and skills required, differing work and decision-making styles).   Community foundation staff can play a key role in smoothing those transitions in donor families, often helping families plan… Read More

Community Foundation Spark Session: Business Models for Family Philanthropy Services

Posted on January 26, 2019 by Christine Dawson, Ann Engelhard, Tony Macklin

This is NCFP’s third annual deep dive into business models for more intensive community foundation services to multi-generation and multi-branch families. Two foundations will provide details on how they defined their customer segments, developed their portfolio of programs and services, worked with their board to set goals and success measures, refined their financial model for expanded services, engage advisors, and more. Their presentations will be based on NCFP’s Philanthropic Services Business Model Canvas and join… Read More

Community Foundation Spark Session: Money, Values, and Culture

Posted on January 11, 2019 by Bill Longbrake, Derek Longbrake, Ginni Galicinao, Robyn Schein, Tony Macklin

Please join us for this special joint NCFP Webinar and Community Foundation Spark Session, brought to you by the generous support of our Community Foundations Family Philanthropy Network. Each of us has our own money story – the underlying assumptions, messages, hopes, and behaviors that we’ve learned over time about the meaning and use of money. Those stories are also… Read More

Community Foundations Family Philanthropy Network Topical Call: How to Serve Donors with Cognitive Impairments (December 2018)

Posted on December 12, 2018 by Tony Macklin

Donors and fund advisors can suffer from cognitive impairments through aging, injury, substance abuse, and more. How can you ethically serve these individuals and better help them stay connected to their families’ philanthropic work? Phil Purcell, JD, will leads this topical call conversation based on his experience and training he’s done for the I.U. Lilly School of Philanthropy, legal continuing… Read More

Community Foundation Spark Session: Working With Enterprising Families

Posted on November 15, 2018 by Laily Pirbhai, Mark A. Weber, Morgan Bishop Fraser, Tony Macklin

A family business’s philanthropy has many goals. Family legacy and values, family and business reputation, employee retention, development of successors and younger generations, and tax-wise planning are just a few. The family often involves multiple advisors, formal and informal, in achieving those goals. How can a community foundation be a more effective partner to the multi-generation family, their business, and… Read More