Giving While Living

Posted on November 10, 2010 by Gara LaMarche, Lenore Hanisch

The number of limited life foundations is increasing. Donors who decide to spend their philanthropic resources while alive employ different strategies in their grantmaking and have different goals than those families whose philanthropies are planned to exist in perpetuity… Read More

Talking About Money

Posted on November 12, 2009 by Karen Putnam, Sharna Goldseker

Talking about money across generations can be uncomfortable. In this teleconference, we’ll use a case study of a multi-generation family’s conversation about their wealth and philanthropy to help listeners unpack multiple layers of assumptions and perspectives from each family member’s point of view. From this call you’ll get a framework for how to have these conversations better in your own family… Read More

Next generation leadership: Exploring transition at the Andrus Family Fund

Posted on August 4, 2009 by Deanne Stone

How to involve a family that size was daunting enough, but the trustees faced another hurdle. Historically, the seats on the family boards had been filled by a handful of family members from a few family branches. The fourth-generation wanted to have a more democratic selection process, but could they suddenly and convincingly open the doors to the family’s philanthropies after decades of exclusion?… Read More