Engaging young adults and the next generation

Executive Summary—Philanthropy in Complex, Multi-Generational Families: Balancing Individual Preference with Collective Purpose

Posted on April 12, 2023

fall leaves
Researchers from Lansberg Gersick Advisors consider how the family foundation’s design and operation is informed by—and informs—the family’s philanthropic activities that take place outside of it. The purpose of this study is to help families understand how they can design their family philanthropy to best meet their goals.    The study’s standout finding was that the creation of a robust family… Read More

Full Report—Philanthropy in Complex, Multi-Generational Families: Balancing Individual Preference with Collective Purpose

Posted on April 12, 2023 by Wendy R. Ulaszek, Ph.D., Ashley Blanchard

Tree in field
Researchers from Lansberg Gersick Advisors hypothesized that families’ abilities to work together effectively in their philanthropy is dependent not only on the way they design their collective family foundation, but also in how they structure the philanthropic activities outside of it. From 2018-2022, they conducted surveys and interviews and found that as families evolve, they face common dilemmas regarding their… Read More

Effective Family Philanthropy: The Woodcock Foundation

Posted on April 5, 2023 by Ade Adeniji

The Evolution of the Woodcock Foundation: A Progressive Family Funder Branches Out Polly W. Guth was an heir to one of the founders of the pharmaceutical giant Merck & Co. She was also an active philanthropist, heavily involved in groups like Planned Parenthood of New York City and Asia Society. In 1996, Guth founded the Woodcock Foundation, which has awarded over… Read More

Effective Family Philanthropy: The Pérez Family

Posted on March 22, 2023 by Ade Adeniji

“Miami Is Our City.” How Two Generations of the Billionaire Pérez Family Give Back in the late 1970s, Argentina-raised Jorge Pérez linked up with Stephen Ross and his affiliated Related Companies, the developer of New York City’s Hudson Yards. The Related Group, founded in 1979, began with a focus on building affordable housing before branching out to high-end condos. And… Read More

Emerging Family Leaders Peer Network: Roles and Boundaries: Beyond the Natural Family Hierarchy

Posted on January 25, 2023 by Rebecca Meyer, Bryn Monahan

A group of family leaders family philanthropy
Great leaders have many skills. Two of those skills are maintaining healthy boundaries and clearly defining roles. For next-generation leaders, these can be difficult to develop because the natural family hierarchy often dominates the way roles and boundaries are defined. In this session, Bryn Monahan and Rebecca Meyer from Relative Solutions will introduce the Family Intelligence Quotient (FQ) as a… Read More

Engaging Youth Peer Network: Getting Started

Posted on January 9, 2023 by Cadence Miller, Neil Gobioff

A group of young people ready to engage in family philanthropy
If you’re just getting started on engaging youth (ages 8-21) in your philanthropy, this event is for you.  We will spend time discussing how to get started engaging youth across ages, family sizes, geography and more. Join us to consider questions like: Should our youth engagement start slowly with service projects or values-based activities? Should my family create a formal… Read More

The Essentials of Good Governance

Posted on December 7, 2022 by Ann Ziker, Gioia Perugini, Tom Zellerbach

Family Foundation Board Members Discussing Governance
Governance, a system for who will make decisions and how, is the guiding framework for your family philanthropy’s long-term success. There are many governance constructs that support an effective board, and different methods to engage family within each construct. But what are the common elements that contribute to an effective board across all governance constructs? In this webinar, learn the… Read More

Balancing Individual and Family Interests in Collective Giving

Posted on November 30, 2022 by Wendy R. Ulaszek, Ph.D., Ashley Blanchard

Multiple stones on left side balanced by single, larger stone on right side
For many, family philanthropy presents an opportunity to create a shared experience, unifying the family by working together toward a lasting legacy of impact. Family philanthropy can also give participants an opportunity to explore and cultivate their personal—and sometimes separate—philanthropic passions. There can be an inherent tension between these two goals, and many families struggle with how to address it—especially… Read More

Emerging Family Leaders Peer Network: Leading Difficult Conversations

Posted on November 14, 2022 by Didier Sylvain

several people talking around boardroom table
Navigating difficult conversations is a challenging but critical component of being an effective leader in family philanthropy. In this workshop, explore how to use a powerful and straightforward framework to tackle difficult conversations. Using case studies, exercises, and their own real-life challenges, participants will learn: How to engage in difficult conversations successfully How to transform difficult conversations into opportunities for… Read More

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