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Giving vehicles
Have Donor-Advised Funds and Other Philanthropic Innovations Changed the Flow of Giving in the United States?
Posted on November 7, 2017 by Patrick Rooney
Giving intermediaries are nothing new, and include a range of vehicles such as workplace campaigns (like the United Way and the Combined Federal Campaign) and community foundation general funds. Of late, such giving intermediaries have found their donors less willing to give into a general fund—where others make decisions about the final destinations of their gift—and more in favor of… Read More
DAF Impact Story: An Evolving Vehicle for Developing Younger Generations for Philanthropy
Posted on May 11, 2017 by David Weitnauer
With the conviction that the R. Howard Dobbs, Jr. Foundation should be managed for perpetuity, board leadership approved the establishment of the Dobbs Fund at the Community Foundation for Greater Atlanta in 2002 in part to provide a philanthropic training ground for succeeding generations… Read More
Family Governance and Family Philanthropy: A Primer for Community Foundation Staff and Donor Families
Posted on May 2, 2017 by National Center for Family Philanthropy
Family governance is the framework in which a family manages its joint affairs. A family applies guiding principles to general policies and specific practices for carrying out the roles and responsibilities of their joint activities, such as family philanthropy. A growing number of families are using donor advised funds and supporting organizations at their local community foundation as a core… Read More
Community Foundation Spark Session: The Community Foundation’s Role Among a Family’s Professional Advisors
Posted on October 20, 2016 by Laura J. Brown, Rod Riggins, Timothy J. Belber, Tony Macklin
Most philanthropic families use multiple vehicles and a range of professional advisors to realize their mission and goals – including partnering with community foundations. How should a community foundation understand its role within that “team” of support? What are ways that community foundations add unique value and expertise in this mix? … Read More
Community Foundation Spark Session: Building Blocks for Community Foundations Starting Family Donor Relationships
Posted on August 25, 2016 by Jennifer Olson Curry, Laura Winter, Whitney Hosty, Tony Macklin
Community foundations of all sizes and experience levels increasingly respond to donor needs for deeper support in their multigenerational family philanthropy. Whether it is helping craft a family values statement, increasing involvement of adult children, or sharpening the family’s strategic focus, community foundation donor services teams are figuring out how to offer support in an effective way… Read More
This content is for Network Partner: Community Foundations subscribers only.
Community Foundation Spark Session: Partnerships Between Family Donors and Community Foundations
Posted on July 21, 2016 by Catherine Warfield, Ellen Remmer, Tony Macklin
Community foundations are a trusted resource and partner to philanthropic families by providing a range of expertise: community knowledge, philanthropic education, and functional capacity. They are in a unique position to not just manage assets, but also lead and influence greater community change… Read More
Report to Congress on Supporting Organizations and Donor Advised Funds – Department of the Treasury
Posted on July 21, 2016 by National Center for Family Philanthropy
Title XII of the Pension Protection Act of 2006, Pub. L. 109-280, 120 Stat. 780 (2006) (the PPA) made numerous changes to provisions of the Internal Revenue Code (the Code) addressing charitable giving and tax-exempt organizations. Particular changes to the law were made regarding supporting organizations (SOs) and charitable giving arrangements commonly referred to as donor advised funds (DAFs). The legislation provided a statutory definition… Read More
How Social Justice Giving Honors Our Roots and Strengthens Communities – NCRP
Posted on July 21, 2016 by National Committee for Responsive Philanthropy
In this paper, we offer a snapshot of family philanthropy as it often is practiced today, including what makes traditional family philanthropy different from other forms. It is our hope that our suggestions will be considered when developing strategy, both by family funders for whom our research rings true, and for those whose experiences differ. … Read More
Community Foundation Spark Session: Staffing Your Family Engagement Program – Considerations for Community Foundations
Posted on May 19, 2016 by Anita Wesley, Jennifer Touchet, Elizabeth Sullivan, Tony Macklin
Experience from community foundations that closely advise multigenerational family philanthropists tell us that this work is more an art than science. As community foundations become more donor- and community-driven, it necessitates different skills and abilities of its donor services teams and leaders. On this Spark Session, hear from your community foundation peers about different staffing structures, training, and individual characteristics… Read More