Family stories and profiles

Relationship Between the Board Chair and CEO

Posted on January 9, 2019 by Vernetta Walker, Lynne J. Doblin, Katherine Lorenz, Elaine Gast Fawcett

How do board chairs and CEOs develop and maintain their partnerships? How do family foundation board chairs and CEOs build a relationship of trust and bridge the divide between physical distance, differences between staff and family member roles, and continue the work of the foundation during times of transition? Join to learn how CEOs and board chairs develop positive, productive… Read More

Family Culture: Creating a Resilient Family Tree

Posted on June 4, 2018 by Jamie Forbes, Kelly D. Nowlin

Family connectedness, not money, has the greatest influence on multi-generational family continuity. But when many think about legacy, it’s often in the context of multi-generational financial wealth. Money, though, masks what people are really interested in passing to future generations of their family. Instead of being the primary focus, financial assets should be viewed as an enabler to the bigger… Read More

Reinvigorating Your Family Meetings

Posted on November 8, 2017 by Susan Gell Meyers

If you are wondering how it is possible that everyone in your family is offering an excuse for missing the family meeting date, then it is time for some new ideas or approaches to turn these meetings into events that no one wants to miss. How? By planning a purposeful family event that also happens to include the family meeting… Read More

Opportunity of a Lifetime 2.0: Multigenerational Family Philanthropy

Posted on June 12, 2017 by Kylie Musolf, Danielle LaJoie

More than ever before, giving families are working to involve multiple generations in their philanthropy. According to the National Center for Family Philanthropy’s Trends in Family Philanthropy Study, nearly 3 in 5 U.S. family foundations engage younger family members in the foundation — and more than 40 percent say they expect to add to or increase the number of younger-generation… Read More

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