Grantmaking Strategy and Evaluation

Advocacy Guidance for Nonprofits and Foundations

Posted on October 11, 2018 by Natalie Roetzel Ossenfort, Ernest Loevinsohn, John Fawcett

Influencing public policy is one way to increase your organization’s impact for changing people’s lives. Join our speakers from Alliance for Justice and RESULTS Educational Fund for insightful information on how you can develop a strong advocacy plan. Learn the importance of advocacy work and how to legally use your funding and your voice to shine light on critical issues… Read More

Transparency in Family Philanthropy: Opening to the Possibilities

Posted on October 10, 2018 by Elaine Gast Fawcett

What choices do you have when it comes to transparency? How open and accessible is your family foundation—to the extended family, to grant seekers and partners, to the public? What approach do your colleague foundations take, and why? This guide examines how family funders are thinking, acting—and not acting—when it comes to how transparent they are with others. It encourages… Read More

U.S. Trust Study of the Philanthropic Conversation (US TRUST-TPI, 2018)

Posted on August 30, 2018 by Bank of America Private Bank, The Philanthropic Initiative, US Trust Bank of America Private Wealth Management

Discussions between advisors and high net worth (HNW) clients about philanthropy are on the rise, finds the U.S. Trust Study of the Philanthropic Conversation, as clients report advisors to be a valuable source of information, second only to their spouse or partner. However, the study reveals several disconnects between advisors and their clients. For instance, many advisors underestimate their clients’ desire… Read More

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