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Results for:   Type: “Private Foundations”  

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

Small Foundations Embrace Advocacy to Catalyze Change

This post, based on research by Exponent Philanthropy Senior Program Director Andy Carroll, was originally featured on the Bolder Advocacy blog. An initiative of the Alliance for Justice, Bolder Advocacy equips nonprofits and foundations with the knowledge and tools to advocate effectively. People who believe in advocacy as a strategy for change wonder: “How can we encourage more foundations to... Read More

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

Hypothesis: Shorter Board Terms Can Increase Family Engagement

As the president of a family foundation that has made the transition to an all third-generation board, I am often asked by colleagues for tips on successfully engaging next gen family members. Here is one: consider offering one-year, renewable board terms to family. I haven’t done a study on this, but I would guess that... 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

Social Impact Culture: Three Strategies to Help Your Family Foundation Connect With the Next Generation

How does today’s social impact culture affect the way you engage your children and grandchildren in your family’s philanthropy? That’s a question many trustees of America’s 42,000 family foundations are asking themselves as they look more closely at strategies to fulfill community passions, conduct responsible grantmaking, and inspire a philanthropic legacy for the next generation.... Read More