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Grantmaking Strategy and Evaluation
Investing for Positive Impact on Women: Integrating Gender into Total Portfolio Activation
Posted on November 29, 2016 by Croatan Institute
This paper applies the Total Portfolio Activation framework to help mission investors maximize their social and environmental impact across their entire portfolios and to generate positive benefits for women and girls… Read More
Expand Your Comfort Zone: Taking Risks in Family Philanthropy
Posted on November 17, 2016 by Diane Miller, Rehana Nathoo, The Case Foundation, Tony Macklin
Philanthropy is often described as society’s “risk capital.” Private generosity can support causes and ideas that business and government agencies cannot or will not. However, the idea of risk in philanthropy quickly muddies as we direct our generosity through a family foundation, donor-advised fund, or other collective effort. Our ideas about – and tolerance for – risk diverge, shaped by… Read More
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Charitable Planning Mistakes
Posted on November 14, 2016 by Central New York Community Foundation
This content is for Network Partner: Community Foundations subscribers only.
Philanthropic Advisor Leadership Institute
Posted on November 7, 2016 by Community Foundation for Greater Atlanta
Giving Together: A Workbook for Family Philanthropy
Posted on September 24, 2016 by The Philanthropic Initiative
The exercises in this workbook are based on The Philanthropic Initiative’s experience working with hundreds of family philanthropies over TPI’s 20 years of philanthropic consulting. Every family brings its own unique culture, goals, and strengths to the journey of creating a family philanthropic enterprise. The resulting governance structures, funding approaches, and operating models are nearly as varied as the families… Read More
2016 NCFP CEO Retreat: a Joint Retreat for Family and Non-Family CEOs
Posted on September 20, 2016 by Virginia M. Esposito, Katherine Lorenz, Doug Bitonti Stewart
The role of a family foundation CEO is unique, often bridging generations of family members, community leaders, staff, advisors, and partners. Expectations can be challenging to meet and boundaries are sometimes vague and ever-changing. Success in this role requires a cadre of specialized leadership skills. This 3-day retreat, to be held at the family home of David and Lucile Packard,… Read More
Demystifying decision-making in family philanthropy
Posted on September 15, 2016 by Ann Shulman, Lori Kuhn, Ellie Frey Zagel
How do you make decisions related to your family’s philanthropy? Does the method you choose vary based on the importance or complexity of the decision? Different kinds of decisions made under varying conditions and circumstances may require different decision-making methods. … Read More
Investing in Equality: Integrating LGBT Issues into Total Portfolio Activation
Posted on September 15, 2016 by Croatan Institute
This paper provides a framework for impact investors as they consider how to invest in and support LGBT issues across common portfolio asset classes such as public equities and fixed income, and alternative asset classes such as private equity and venture capital… Read More
This content is for Network Partner: Community Foundations subscribers only.