Passages Issue Briefs

In Times of Growth: Planning for an Influx of Assets

Posted on October 9, 2015 by Elaine Gast Fawcett

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 midst of it today… Read More

Positive Tracks: A Story of Generation Next Philanthropy

Posted on February 15, 2014 by Gioia C. Perugini, Nini Meyer

[Photo: Youth gather at the beginning of a Postive Tracks fundraising race.] Much has been written about the “next generation” and its integration into family philanthropy. How will they get involved? Will their philanthropic initiatives look different from those of their parents and grandparents? What tools and resources can help them be most effective? Nini Meyer was raised in a… Read More

A Legacy Lives On: The Kaplan Family Foundation’s Successful Leadership Transition

Posted on December 18, 2013 by Dinaz Mansuri, Mollie Bunis

[Photo: Members of the next generation of the Kaplan family gather to discuss strategy.] Ask any family member and they are usually able to identify the current family leader. This is the person around whom everyone gathers; the person who takes responsibility for family networking, intervenes in family disputes, reminds others of the family’s history and generally serves as the… Read More

The Power of Urgency – The Eckerd Family Foundation

Posted on October 16, 2013 by Jason Born

Organized from its inception as a limited life foundation, the Eckerd Family Foundation took a bold and strategic approach to using its assets to create significant change on issues affecting young people, including juvenile justice, foster care, and education… Read More

Fast Forward to Greater Impact: The Power of Field Scans

Posted on July 24, 2013 by Christine Sherry

Field scans are emerging as a core tool for family funders inundated by increasingly larger numbers of nonprofits seeking funding, the ubiquity of social media pitches, and an almost limitless amount of data available on the web—data which can be more overwhelming than useful. Field scans are particularly valuable for family foundations that want to try a new strategy, find… Read More

Igniting the Spark: Creating Effective Next Gen Boards

Posted on June 17, 2013 by Andrea Hernandez Rodriguez, Katie Marcus Reker, Kevin Laskowski

This Passages Issue Brief introduces an increasingly popular method for preparing the next generation for philanthropic service: the next generation or junior board. The paper covers the variety of purposes for establishing next generation boards and how they are typically structured, explores how foundations use next generation boards as a tool for engaging younger family members, and describes options for preparing younger family members for governance and grantmaking… Read More

Working Together for Common Purpose: Family Philanthropy Through the Family Office

Posted on October 10, 2012 by Anne Etheridge

As the field of family philanthropy evolves, the options available to families for managing and making the most of their giving continue to keep pace. One option that a growing number of philanthropic families are considering is the creation of a single family office, a private entity that manages the investments and trusts for a single wealthy family—or multiple branches… Read More

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