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

What the Heck Does “Equity” Mean?

Posted on October 26, 2016 by Kris Putnam-Walkerly

A clear definition of equity would seem paramount to galvanizing philanthropy into action around this increasingly used term—but the field is only beginning to explore what it really means. In this piece, pubslished in the Stanford Social Innovation Review, our content partner Kris Putnam-Walkerly (with the help of co-author Elizabeth Russell) poses some important questions about an infamous philanthropy buzzword… Read More

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