The question Virginia “Ginny” Esposito, Founder of the National Center for Family Philanthropy, gets asked the most, is “How can I engage my family in philanthropy?” In this episode, Ginny highlights what family business is and common trends in the work she has been in for over 30 years. She has lots of wisdom for parents and great resources, whether you are just getting started or if you’ve been giving for decades.
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Kelly and Isabel talk about how "finding their person" guided them along their philanthropic journey. In this family, each generation encourages the next by engagement, mentorship, and resilient family culture. Listen and learn more about the Surdna Foundation's inspiring story of multi-generational giving.
Hear from Monica about her grandmother's influence encouraging the new, third generation to get involved and bring their own voices to the table. Monica, now president of the Conant Family Foundation, also talks about activism and shares how the foundation has developed new opportunities, such as emergency funding, while also honoring her grandmother Doris' legacy.
Farhad Ebrahimi invites us all to reimagine the role of philanthropy—and both the opportunities and power it provides. After being gifted a significant amount of money, he and his sister founded the Chorus Foundation to tackle the global climate crisis.
Jessica Jackley, cofounder of KIVA, the world’s first microfinance website, shares her unique wisdom on financial inclusion and social justice. Jessica highlights stories and lessons from her book, Clay Water Brick: Finding Inspiration from Entrepreneurs Who Do the Most with the Least, as well as experiences from her own life as an entrepreneur, investor, and philanthropist.
A rising generation of clients in their 20s and 30s turned to Jim Steiner, president of Abbot Downing, and asked him to share his insights, both as a parent and a wealth management leader. Through four memorable stories and thoughtful questions, Mr. Steiner reflected on matters of career, philanthropy, family, and leaving a legacy. He began with a cab ride in Chicago, learning to see with fresh eyes.
The 2019 FOX Survey on Values-Aligned Investing was completed alongside our annual Global Investment Survey.
The concept of “making an impact” is not new. Families of substantial wealth and philanthropy have long had an intertwined history. So it is no surprise that, when 2020’s tremors hit, families of exceptional wealth stepped up in ways not only addressing the pandemic but also tackling deeper societal issues. FOX Chief Operating Officer Glen W.
Your fellow FOX members have contributed these philanthropic planning tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed.
More than ever before, giving families are working to involve multiple generations in their philanthropy. This emergent trend comes with a shift that focuses the conversation of next generation engagement from a “passing the baton” mentality—where succession planning is the motivator for next gen participation—to an intergenerational focus. Knowing how to make the most of your family’s time, talent, and treasure can be an opportunity of a lifetime to create profound family ties and remarkably effective family philanthropy.