Giving motivations, interests, and identity

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

All hands on deck: Next gen board promotes new leadership

Posted on July 15, 2008 by Kevin Laskowski

A few summers ago, the board of the Lawrence Welk Family Foundation issued a challenge to young family members. Gathered at a family-owned resort in San Diego for the family’s annual meeting, the fourth generation of Welk family members was told about a local shelter for homeless families. The shelter hosted a preschool and therapeutic learning center that needed a… Read More

Shaping a Legacy Plan and Working with Your Advisors to Achieve It

Posted on May 15, 2008 by Tracy Gary

Families who think thoughtfully about what they want to achieve with their wealth - either through their foundation, their personal giving or both - and who communicate that clearly to their advisors, will have more success in seeing their legacy fulfilled. Unless you develop a plan and share your vision, your financial advisors may advise you to follow a conservative giving plan that doesn't take into account your capacity to give or desire to go beyond just preserving wealth… Read More

What Donors Want

Posted on February 8, 2007 by Deanne Stone, Jan McElwee, Shirley Fredricks

With the creation of new family foundations, donor-advised funds, and supporting organizations still flourishing, many advisors to today’s donors (and often donors themselves) wonder, ‘What kind of information/ assistance/ inspiration/ support do new founding donors want these days?’ Advisors benefit from knowing what the concerns of new donors are, and new donors benefit from understanding what other donors are seeking… Read More

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