Bridges Trust

August 24, 2023
Your family’s charitable giving is an important aspect of your family’s legacy.  We know a thing or two about legacy.  Since the humble beginnings of Bridges Trust in 1945, we have been invested in giving.  Our philanthropic commitment to our clients and the community is a cornerstone of our business today. We are dedicated to helping you build a philanthropic Read More

Watermark Philanthropic Counsel

August 24, 2023
Watermark Philanthropic Counsel helps those who give, give well, engage their families, and channel their wealth and influence for good.  Led by Dr. Sharilyn Hale, Watermark works with leading philanthropists, generous families, and social purpose organizations across Canada and the Caribbean helping them achieve greater confidence, clarity, and results in their giving and social impact. We help you: Clarify your vision, direction, strategy, and structure Read More

Veris Wealth Partners

August 24, 2023
Veris Wealth Partners is an independent, majority woman-led firm that serves as investment consultants for endowments and foundations and as wealth managers for high-net-worth individuals and families. Veris aims to help our clients achieve their financial goals while aligning their portfolios with their values and mission. With deep knowledge of the sustainable investing landscape and relevant financial, environmental, social, and Read More

Tess McNair

August 21, 2023
Tess McNair joined the C.E. and S. Foundation in 2010 as a program officer focused primarily on integrating the Foundation’s education-related interests at the local and national level.  In 2014, she assumed the role of executive director. Prior to joining the C. E. and S. Foundation, Tess focused her career in the for-profit and not-for-profit sectors of the healthcare industry, Read More
Blog | From NCFP

Application Processes and Effective Family Philanthropy: No easy answers

August 21, 2023 | Miki Akimoto
You don’t know who you don’t know – Jay Espy, former CEO, Elmina B. Sewall Foundation What does your application process say about you? As the philanthropic field continues to evolve and explore critical issues including equity, accountability, relationship-building, listening, and trust-based approaches, the grants application process (or lack thereof) often serves as a focal point for both discussions and Read More
Blog | Voices from the Field

Indian American Philanthropy: A Tradition of Seeding Change and Inspiring Giving

August 10, 2023 | Sharmila Rao Thakkar
Indian Americans have a long history of philanthropy, and the tradition continues to thrive with the current and next generation. In this piece, Sharmila Rao Thakkar explores the various trends and motivations behind Indian American philanthropy—as well as share more about the first-ever India Giving Day that took place on March 2, 2023 and that will become a new annual Read More

Charles and Lynn Schusterman Family Philanthropies

August 7, 2023
Charles and Lynn Schusterman Family Philanthropies strives for a future in which the United States and Israel live up to their highest ideals and achieve more just and inclusive societies. In the U.S., we work to advance racial, gender and economic equity as well as to foster a more joyful and diverse Jewish community. In Israel, we work toward a Read More

James B. McClatchy Foundation

August 7, 2023
Our Mission We stand with the people of the Central Valley by investing in education and active civic participation in our democracy. Our Vision We believe in the strength of the Central Valley’s rich culture and community and will fight to protect the dreams and hopes of its people. Learn more Read More
Blog | Effective Family Philanthropy in Action

It’s Time To Retire The Term “High Net Worth”

August 3, 2023 | Stephanie Ellis-Smith, Nancy Reid
Phila Engaged Giving’s Stephanie Ellis-Smith and Nancy Reid outline the benefits of changing “worth” to “wealth” in the term “high net worth.” This piece was originally published by Phila Engaged Giving and is re-published here with permission. Here’s something radical for you to consider: let’s retire the phrase “high net worth” (HNW), and the even more obnoxious, “ultra high net worth” Read More

Alison Upton López

July 31, 2023
Alison comes to Ktisis Capital with a background in family foundations and nonprofit management. At Ktisis, she serves as donor advisor working with individuals and families on a wide range of issues including environmental & racial justice. Alison also works on the internal Ktisis business development team engaging new clients and developing existing client relationships focusing on furthering progressive practices Read More