As a co-founder of Impact100 Philadelphia with my colleague Beth Dahle, I have worked in collective giving for the past 14 years. That means: Thinking about member recruitment, engagement and management This year, we have 454 women members who joined to have their individual donations pooled into our larger collective grants to nonprofits in the... Read More
Through community and collaboration, the people of New Mexico have survived harsh conditions to thrive for hundreds of years. As a foundation that funds exclusively in the state, we continue to see the power of these values in our philanthropic work. Our most recent strategic plan states, “If we co-create a more aligned, collaborative and... Read More
In Give Smart, Thomas J. Tierney and Joel L. Fleishman wrote that private foundation excellence is self-imposed. “Of all the characteristics that distinguish philanthropists, the single most consequential may be the fact that they are essentially accountable to no one but themselves,” they said. Governments must win the favor of voters. Companies must earn customer... Read More
This guide is for professional advisors whose clients want to formalize their charitable giving through a giving vehicle such as a Donor Advised Fund (DAF) or a private foundation. Experienced professional advisors know that helping clients find the best giving vehicle available for them creates a win-win situation. The clients will be happier with a vehicle that is a... Read More
You’ll be more successful in choosing an appropriate giving vehicle if you start with your vision for your philanthropy and let the structure follow. Begin by identifying your philanthropic goals, the activities you want to engage in, and your tax priorities. We strongly recommend that you work with a professional advisor to decide which giving... Read More
The following guidelines, adapted from the Forum of Regional Associations of Grantmakers’ Giving Circles Knowledge Center, can be a useful checklist for decision making when creating and running a giving circle. It is unnecessary to follow these guidelines in order; for example, some newly launched giving circles already may have a focus or a host... Read More