Blog | Featured Article

Geographic Dispersion: Opportunities for Far-Flung Families

September 15, 2006 | Kevin Laskowski
Among all the challenges that family philanthropies of all types face, giving families increasingly find themselves struggling with geography. In 2000, the National Center for Family Philanthropy and the Foundation Center found that the grants of a vast majority of family foundations were committed to a city, state, or region; only 7.8% of family foundations were classified as national or Read More
Blog | Featured Article

Six Simple Steps to a Successful, Stress-Free Family Meeting

May 15, 2006 | Sarah Trzepacz
Like so many other things preparation for a family meeting is vital to its success. With a little planning you can orchestrate and carry off a family meeting that accomplishes your philanthropic goals, strengthens your family’s commitment to effective governance of your giving vehicle, and is more enjoyable than you thought possible. By taking time to think through why, when, Read More
Knowledge Center | Tool

Using competitions and RFPs: Requests for proposals

November 18, 2004 | Ellen Arrick
When does it make sense to hold a grant competition or use an RFP? In addition to looking at management issues to consider along the way, this guide explores how grant makers shape competitions to serve larger strategic goals, communicate with wider audiences, create a learning community, and find ways to work with those who are not selected. Now with Read More
Knowledge Center | Article

The 990-PF in a Nutshell: What You Need to Know

August 15, 2004
What is the 990-PF and who needs to fill one out? The 990-PF is the tax return used for all private foundations filing under tax-exempt status, which inventories all of a foundation’s assets, investments, revenue, expenses, and charitable disbursements throughout the fiscal year. It also lists foundation officers, trustees, and the number of staff, itemizes its grants, and gives information Read More
Knowledge Center | Sample

Investment policy statement with focus on socially responsible investing (Needmor Fund)

April 15, 2004 | Needmor Fund
An investment policy with a special focus on socially responsible investing. From the policy’s introduction: We believe that a foundation lives out its mission and values not only through the organizations it supports, but also by how it uses its assets. Mission related investing is an investment process that considers the social and environmental consequences of investments in addition to Read More
Knowledge Center | Book Chapter

Andrew Carnegie: The Gospel of Wealth

October 22, 2002 | Andrew Carnegie
Long accustomed to the excesses of the robber barons of industry, the American public was startled in 1889 when one of the wealthiest men in the nation — and in the world — issued his great manifesto, “The Gospel of Wealth.” Powerfully influenced by his strict Scottish Presbyterian heritage, Andrew Carnegie urged rich people to give their money away, or at least most of it, and to base their philanthropy on their religious faith. Read More
Knowledge Center | Book Chapter

James Erskine Love, Jr.: A Protestant Family’s Expressions of Faith and Philanthropy

October 21, 2002 | Robert H. Hull
The faith, life, and civic contributions of the late James Erskine Love, Jr., and his family are true examples of how faith and philanthropy often intersect. Many facets of James Erskine Love’s life speak to the relationship of faith to action, of values to life, and of the consistency of one’s public and private self. This profile from Faith and Read More