Grantmaking Strategy and Evaluation

Sustainable Investing as Part of a 10-Year Spend Down at The John Merck Fund

Posted on August 7, 2023 by The John Merck Fund

When The John Merck Fund embarked on a 10-year spendout of its assets in 2012, the board aimed to maximize its grantmaking clout across four core program areas. The board also set another challenge: to finance the effort as much as possible with sustainable investments consistent with the Fund's philanthropic mission—and, what’s more, to do this without sacrificing market-rate returns… Read More

Effective Family Philanthropy: The Roundhouse Foundation

Posted on May 23, 2023 by Ade Adeniji, Inside Philanthropy

How the Family Behind a Sportswear Behemoth Is Expanding Its Philanthropy for Rural Communities In 1937, Paul Lamfrom fled Nazi Germany and later founded Columbia Hat Company, a modest hat manufacturer in Portland, Oregon. When Paul passed away, the company’s reins were handed over to his son-in-law, Neal Boyle, who’d been working for him. After Neal died suddenly in 1970,… Read More

Effective Family Philanthropy: Roy and Patricia Disney Family Foundation

Posted on May 17, 2023 by Ade Adeniji

How Multiple Generations of the Disney Family Come Together to Fund Social Justice in LA and Beyond It all began at Disney Brothers Cartoon Studio in October 1923. Here, bright young cartoonist Walt Disney and his older brother Roy O. Disney established the upstart studio in Hollywood, California. Walt arrived in Los Angeles from the Midwest after his previous effort,… Read More

Understanding Purpose Trusts: Advantages and Disadvantages

Posted on May 3, 2023 by Zoe Schlag, Susan Mac Cormac

Purpose trusts have been around for centuries. However, most practitioners are far more familiar with charitable trusts. Enforced in the UK by chancery courts since the 15th Century and adopted unto the US into the Uniform Trust Code in 2000, charitable purpose trusts have been established to advance identified charitable purposes (instead of specific beneficiaries) but are limited in time,… Read More

International Grantmaking: Navigating the Challenges of Legal and Regulatory Barriers

Posted on March 30, 2023 by Jessie Krafft

Donors who give to projects and partners outside of the United States have the opportunity to make real and lasting impacts in communities. But when foundations want to make grants to non-501(c)(3)s, the rules governing cross-border funding can be complex. Join this webinar to learn how to support foreign grantees while managing risk, complying with the regulations governing this work,… Read More

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