Through a survey and series of interviews with members of 20 U.S.-based, multi-generational family philanthropic systems, researchers found that as families evolve, they face common dilemmas regarding their philanthropy—most critically, the choices they make about balancing the individual philanthropic priorities of their members with a collective family philanthropic endeavor. The study’s standout finding was that the creation of a robust family philanthropy “system” was vital to providing outlets for families’ increasingly diverse philanthropic interests.
Philanthropic Mission and Strategies
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Charitable Giving Guide
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Based on “The Stanford PACS Guide to Effective Philanthropy” and “The Philanthropy Toolkit: An Introduction to Giving Effectively,” this Schwab Charitable Giving Guide provides donors with a comprehensive resource to help maximize the impact of their philanthropic giving. By selecting one or more sections that align with your most immediate needs, you can tailor your experience by the topics that interest you.
Deb Hoover served as President and CEO of Burton D. Morgan Foundation for 15 years, and during that time she played an integral role in fulfilling the donor’s vision of advancing entrepreneurship in northeast Ohio. She has also served in leadership roles for two other private foundations. Deb will share a number of practical tips for families with foundations such as clarifying donor intent and how to sustain it over time, and interaction with well-meaning family members reevaluating the donor’s original mission and vision.
The Emergence of B Corps: Positioning the Family Office to Achieve Impact | 2022 FOX Family Forum
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Once the family enterprise is clear on which values it aims to preserve, the next step is to integrate and execute those values in an intentional way. Enter: The B Corps. Certified B Corporations are leaders in the global movement for an inclusive, equitable, and regenerative economy. Join this session to learn how one family office achieved B Corps status, why it matters, and how yours can too. Philippe Mauchard, Venture Partner and Former Chief Investment Officer, SPDG Ventures Peter Moustakerski, CEO, FOX
Philanthropy is no longer just a box to check on the year-end planning list – over the last decade, strategic philanthropy has emerged as an invaluable tool for maximizing family engagement and creating targeted impact. This overlap of values and interests provides critical structure for families to come together to make targeted gifts. Panelists from notable philanthropic organizations will share how families can sustain their legacy through strategic philanthropy, including how it can bridge generations and perpetuate shared family values.
Advisor Peer Dialogue: Moving Donors from Reactive to Intentional Giving | 2022 FOX Family Forum
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Erinn Andrews, Founder & CEO, GiveTeam David Toth, Interim Co-President, FOX Peter Moustakerski, CEO, FOX
Thinking Strategically About Charitable Giving
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Enhancing the impact that you and your family can have in supporting causes near to your hearts also requires more than just generosity and good intentions. It takes careful planning and an in-depth understanding of the various vehicles that can be used to facilitate your charitable gifts and the tax laws related to those gifts. Beginning with three key questions to ask yourself, this guide helps you develop your philanthropic strategy that must also be designed as an integrated piece of the family’s comprehensive wealth-management plan.
Charitable giving is an important goal for many investors. Although any form can be beneficial, proper planning of the when, what, and how can help maximize the donor’s philanthropic as well as overall wealth planning goals. In examining some common charitable giving strategies, the advantages and disadvantages are discussed, and examples are presented to illustrate the potential impact.
Philanthropy in the Age of Constant Disruption
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When it is time to activate your philanthropy strategy, your approach should be informed by the trends that are shaping the charitable giving landscape. By understanding and embracing new trends and the role philanthropy plays as a tool for positive change, families and nonprofits can strengthen their philanthropic programs and legacies for generations to come.
Professional staff is an essential element of an effective family philanthropy effort; however, it can be a difficult construct to navigate. In this webcast by the National Center for Family Philanthropy, learn how to hire and prepare your staff for success in family philanthropy. Download the transcript and presentation deck for your reference on the topics discussed: