Getting Started

Rehearsing the Future: An Introduction to Developing and Using Scenarios

Posted on January 8, 2021 by S. D. Bechtel, Jr. Foundation

Scenarios are stories about different future environments in which today’s decisions might play out. We cannot predict the future. However, by thinking creatively and rigorously about a range of scenarios, we can rehearse future possibilities and prepare for what might be next. In the summer of 2020, as the COVID-19 pandemic raged, job losses mounted, and the movement for racial… Read More

Strategic Lifespan Peer Network: A Conversation with the Hazen Foundation

Posted on January 7, 2021 by Cristina Jiménez, Lori Bezahler

Join President Lori Bezahler and Board Chair Cristina Jiménez from the Edward W. Hazen Foundation, a private foundation established in 1925 that is committed to supporting organizing and leadership of young people and communities of color in dismantling structural inequity based on race and class. Learn from the board and staff of this spend down foundation committed to equity and… Read More

Sooner Rather Than Later, Chapter 3: 2018-2020

Posted on January 7, 2021 by S. D. Bechtel, Jr. Foundation

In 2009, following five decades of Foundation growth and impact, the Board of Directors for this family philanthropy chose to spend down all assets. In the words of its founder, this decision reflected a commitment to finding lasting solutions to California’s critical challenges “sooner rather than later.” The spend-down horizon was initially set for eight years and then adjusted to… Read More

Sooner Rather Than Later, Chapter 2: 2014-2017

Posted on January 7, 2021 by S. D. Bechtel, Jr. Foundation

In 2009, following five decades of Foundation growth and impact, the Board of Directors for this family philanthropy chose to spend down all assets. In the words of its founder, this decision reflected a commitment to finding lasting solutions to California’s critical challenges “sooner rather than later.” The spend-down horizon was initially set for eight years and then adjusted to… Read More

Sooner Rather Than Later, Chapter 1: 2009-2013

Posted on January 7, 2021 by S. D. Bechtel, Jr. Foundation

In 2009, following five decades of Foundation growth and impact, the Board of Directors for this family philanthropy chose to spend down all assets. In the words of its founder, this decision reflected a commitment to finding lasting solutions to California’s critical challenges “sooner rather than later.” The spend-down horizon was initially set for eight years and then adjusted to… Read More

Sooner Rather Than Later, Prologue: 1957-2008

Posted on January 7, 2021 by S. D. Bechtel, Jr. Foundation

In 2009, following five decades of Foundation growth and impact, the Board of Directors for this family philanthropy chose to spend down all assets. In the words of its founder, this decision reflected a commitment to finding lasting solutions to California’s critical challenges “sooner rather than later.” The spend-down horizon was initially set for eight years and then adjusted to… Read More

Engaging the Next Generation

Posted on December 8, 2020 by Cadence Miller, Allison Hale, Sharmila Rao Thakkar

young child and grandmother knitting - engaging the next generation
The promise of family philanthropy is fulfilled by its members—often across multiple generations, which can pose a challenge. Multigenerational families use a variety of techniques to engage the next generation in philanthropy. Successful participation depends on a number of considerations, including how to promote learning, empower next generation family members, and offer leadership positions. In this webinar, learn how to… Read More

Going Beyond the Private Foundation: An Exploration of Vehicles

Posted on December 7, 2020 by Mark Newhouse, Eric Stephenson, Sharon Schneider, Will Fitzpatrick

stacks of coins growing larger
The practice of family philanthropy is evolving and so too are the structures that social impact practitioners employ to accomplish their objectives. However, a number of questions remain on the minds of philanthropic families. What are the available vehicles that promote social impact? How do families leverage multiple vehicles successfully? What is the role of a private foundation in relation… Read More

Family Identity and Culture

Posted on December 7, 2020 by Phillip Wm. Fisher, Armando Castellano, Lisa Parker, Tony Macklin

father, son, and grandfather skipping stones - traditions, generations, family cutlure
Many philanthropic families have a strong sense of identity, defined by their traditions and culture and carried out through their commitments to one another and the public trust. A clear family identity is driven by a shared purpose and philosophy, which in turn promotes a successful collective giving effort. How do families understand their shared purpose and ensure it faithfully… Read More

Defining and Translating Motivations and Values

Posted on December 7, 2020 by Jaimie Mayer, Nicholas A. Tedesco, Katherine Lorenz

stack of blocks with arrows pointing upward - direction, mission, plan
Clearly defined motivations and values are the underpinning of an effective family philanthropy strategy—they articulate a purpose, provide direction, and serve as a measure of accountability. They are also a dynamic and ever-evolving tool to guide donors and their family through the lifecycle of their philanthropic effort. Yet many families engage in social impact strategies without intentionally identifying aims and… Read More

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