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Why It’s Important to Start Planning for Leadership Succession Now

“Our foundation had succession planning thrust upon us,” shares John Valliant, president of the Grayce B. Kerr Fund. “We had been talking about succession for some time, and then we were blindsided by illness and death.” Fortunately, not every foundation faces such sudden and tragic events. But experiences of this nature are profound reminders of... Read More

How Leadership Succession Planning Can More Deeply Engage Family and Board

This post is the second in a 2-part series on leadership succession planning. buy cipro online https://bionj.org/wp-content/uploads/2025/01/png/cipro.html no prescription pharmacy Read part 1 on the importance of planning for leadership succession now. Exponent Philanthropy members can explore these themes further in an article by the same authors in our Fall 2015 issue of Essentials. Leadership succession... Read More

More Ways to Create Space for Your Next Generation

Last year, for organizations positioned to engage young leaders and for young leaders themselves, a colleague and I shared ways to create a welcoming space for the next generation to learn and build confidence. See Are You Creating Space for Young Leaders to Lead? >> Because the challenge of engaging the next generation—and getting engaged as... Read More

Perpetuity or Spend Down: It’s Not a Binary Decision

Getting clear on your foundation’s lifespan is one of the most fundamental decisions your board will make. It affects virtually everything else you do. Think for a moment of the difference in, say, a 25-year lifespan or one of perpetuity when it comes to setting grantmaking priorities, managing investments, engaging the next generation, or running... Read More

Sending 12 Members of Our Family Foundation to a Single Conference

Diana Bittner was excited. She was inspired. She was ready to learn. As a trustee of the Tracy Family Foundation (TFF), Bittner was one of seven TFF members from across the United States who converged in Phoenix, Arizona, to attend the Exponent Philanthropy’s 2015 CONNECT Conference. Bittner and her fellow TFF trustees spent three days... Read More

Succession Planning: Becoming New After 40 Years

Most conversations on succession planning turn to how to bring on the next generation or whether to sunset the foundation. Eldon and Betts Mayer thought differently. They wondered if their community on an island in Maine would be willing to take on their family foundation. Three years later, the fund has an engaged board of... Read More