Jason Baron

May 13, 2014
Jason Baron is the creator and portfolio manager for the Socially Innovative Investing (S2I) strategy in the investments group within U.S. Trust. Prior to joining U.S. Trust, Jason served as the group head for the community investing team at Lehman Brothers where he was responsible for the design and implementation of socially responsible and mission-oriented investment products. He began his Read More

James Canales

March 12, 2014
Jim Canales was appointed president and trustee of the Barr Foundation in May 2014. Prior to joining Barr, he spent two decades in a variety of roles at The James Irvine Foundation in California, including president and chief executive officer from 2003 through 2014. Before working in philanthropy, Jim was a high school English teacher in San Francisco after earning Read More
Knowledge Center | Impact Story

Igniting the Spark: Greater Worcester Community Foundation

June 20, 2013 | Youth Philanthropy Connect
As a way to support the voice of youth in the community and engage donors, the Great Worcester Community Foundation adopted the Youth for Community Involvement (YCI) Program in 1999. YCI provides an opportunity for youth from schools across the area to build skills in leadership and philanthropy. The foundation set up a youth endowment to support the program and Read More
Blog | Voices from the Field

Can a Small Organization Have a Big Impact?

April 15, 2013 | Emily Tow
I get asked this question often.  How can a small foundation with few staff really catalyze large scale social change?  In fact, how can a foundation of any size play this role?  At The Tow Foundation, we have attempted to play a significant role in juvenile justice reform, an issue that seems like an intractable problem and not easily tackled Read More
Blog | Featured Article

Advocacy and Family Giving: Leveraging Limited Dollars to Maximize Impact

May 15, 2012 | Lisa Ranghelli
The Brindle Foundation in New Mexico is concerned with the well-being of children and youth, and funds in the areas of education, early childhood development, youth development and human services.  Brindle has assets of $14.2 million and annual giving of $579,000 (as of 2010). As the Board and staff of the foundation explored how to make the most difference with Read More
Blog | Featured Article

Finding Common Ground & Valuing Different Views

April 15, 2012 | Jason Born
Dealing with different views is challenging in any family. Beliefs, opinions, and practices can diverge in so many ways. Making collective decisions across generations and branches within family foundations – while taking into account differing politics and religions, different attitudes toward money, and varying comfort levels with how public to be about wealth and foundation gifts – often requires patience, Read More
Knowledge Center | Impact Story

The Tow Foundation: Revamping the Juvenile Justice System Through Advocacy

September 15, 2008 | Kevin Laskowski
Today, the foundation’s staff members commit more than 50 percent of their time to advocacy and collaboration with public and private partners to improve the lives of children involved in or at risk of involvement in the Connecticut juvenile justice system. With support from the Connecticut Juvenile Justice Alliance, which the foundation co-founded in 2001, their strategic approach led to 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 | Passages Issue Briefs

Growing to Give: Instilling Philanthropic Values in Teens and Preteens

June 28, 2004 | Darlene Siska
The teenage years can be the most tumultuous ones—particularly for parents! Parents may want their children to become charitable for any number of reasons: to prepare them to take formal leadership one day of the family’s foundation or other giving vehicle; to participate in philanthropy as a family activity; or to develop charitable natures as an antidote to the possibility Read More