Getting Started

Strategic Lifespan Peer Network: Investing with an End in Sight

Posted on March 30, 2022 by Emilie Cortes, Karie Dewan, Priscilla Enriquez

Planning to spend down is financially complex. It can be tough for board and staff to predict the financial future of the work. How do you plan for the funding needed for staffing, operations, and multi-year investments? While planning, how can you best make decisions to maximize the financial and social impact of your dollars? Join Emilie Cortes, trustee of… Read More

Community Foundations Network Topical Call: Racial Equity Programming for Donors

Posted on March 23, 2022 by Charisse Grant, Djaka Blais-Amare, Janeen Webb

What do organizational values of equity, justice, or even reconciliation look like in action? Join the Calgary Foundation and The Miami Foundation to discuss how equity permeates their strategic plans and work and learn about their racial equity programming for donors. Learn how these foundations have integrated living their values into better serving their donors and informed family philanthropy. This… Read More

Community Foundations Network Topical Call: Next Gen Engagement

Posted on February 15, 2022 by Linsey Mills, Michael Nuno, Caroline Kuebler

Next generation engagement fosters their leadership, supports community engagement, and involves future generations of givers or successor advisors. Community foundations have a variety of models for next-gen engagement, which can allow donors to learn together, develop their personal giving goals, and network with peers. Community foundations are also well-positioned to teach next-generation donors about local community needs. Learn about different… Read More

Strategic Lifespan Peer Network: Spending Up, Committing to Increased Assets for Increased Impact

Posted on February 7, 2022 by Colleen O’Keefe, Pat Sauer

How are you thinking about your foundation’s assets, the challenges and inequities in our world, and supporting timely problems? In 2021, the Sauer Foundation shared, “the assets of the foundation would increase from $28 million to $100 million, and that amount would be invested in the community over the next 10 years.” This foundation’s gift to spend up and make… Read More

Reducing the Administrative Burden through Fiscal Sponsorship

Posted on December 7, 2021 by Kyle Peterson, Yvonne Moore, Tony Macklin

Administration is often a hurdle to scaling impact. Because of this, an increasing number of donors are leveraging giving vehicles with less administrative burden and more legal, financial, and investment support. Fiscal sponsorships and other intermediary partners provide an option for giving families that want to build a philanthropic effort, but do not want to administer a separate entity for… Read More

Complexities of the Collective: Balancing Individual and Family Interests

Posted on December 7, 2021 by Melinda Oakes, Andy Klingenstein, Wendy R. Ulaszek, Ph.D., Ashley Blanchard

stones balancing; balance
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 philanthropic passions. Yet there is an inherent tension between these two goals, and many families struggle with how to address it—especially as… Read More

Reflecting on Your Origin Story: Understanding Wealth, Legacy, and Equity

Posted on December 7, 2021 by Holley Fowler Martens, David Roswell, Katherine Lorenz

old photographs on table; genealogy; family tree
The criticism of wealth is longstanding and brings to the fore a conversation on justice that is important to reflect upon in the pursuit of effective family philanthropy. Though necessary, this type of reflection often raises a number of difficult questions that require philanthropic families to interrogate their history and reconcile the actions of their ancestors. Join us for a… Read More

Community Foundations Network Topical Call: Connect with Peers Based on Experience Level

Posted on November 10, 2021

boardroom meeting with a large group of people
We are creating time for peer learning based on your personal experience with philanthropic advising for multi-generational families. Registrants will be sent login information for each room closer to the event date. Getting Started (haven’t done 21/64 or CAP) – What is your onboarding for process for DAFs and families? Talk with peers about getting new families started in their… Read More

Advancing Racial Equity Inside Community Foundations

Posted on October 6, 2021 by Brian Hamilton, Cathy Wright, Christopher Nanni, Lori Bartczak

Growing numbers of community foundations are making commitments to advancing racial equity in their communities. While forming a point of view on racial equity is an important first step, putting that commitment into action is complex work. What are the steps community foundations are taking to advance racial equity inside their foundations? How are they engaging important stakeholders—such as board… Read More

Strategic Lifespan Peer Network Retreat

Posted on September 20, 2021 by Laurel Randi, Priscilla Enriquez, John Esterle, Glen Galaich, Marcus F. Walton

Learn with your peers from foundations who are considering or who have decided to spend down. This retreat will feature inspirational conversations, field-building and peer connections, case studies, and learning with a peer on the final stages of spending down. The sessions included will be: A Conversation about the Changing Field with Marcus Walton, Grantmakers for Effective Organizations, interviewed by… Read More

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