2024 Year in ReviewI’ve admired other philanthropic advisors and consulting firms who release annual reports. So I’ve taken a stab at my first annual report…Jan 5Jan 5
Avoiding Avoidance: Managing Healthy Family ConflictAvoiding conflict can often seem like the easiest path to take, but if families are to truly practice effective family philanthropy, they…Feb 28, 2023Feb 28, 2023
Building and Maintaining Successful Board Chair-CEO Relationships“Will you let the other person be a whole person-be who they really are?”Jan 19, 2023Jan 19, 2023
Supporting Systems ChangeOriginally published at https://www.ncfp.org on December 7, 2022.Dec 7, 2022Dec 7, 2022
New Resources for Private Foundations and their Donors“How much should we spend?” It’s a fundamental question for founders and boards of private foundations. Finding an answer becomes more…Sep 14, 2020Sep 14, 2020
New Resources for Those Serving Giving FamiliesThe late summer and early fall were a bounty harvest of new information useful for advisors, consultants, and staff to wealthy…Nov 6, 2019Nov 6, 2019
Monthly Musings — Sep. 2018: Anonymous Giving and Transparent GrantmakingPrimary audience — donors and their advisorsSep 5, 2018Sep 5, 2018
Monthly Musings — Aug. 2018I’m jumping back into blogging through a new monthly series reflecting on things I’ve recently read, seen, or worked on. I’ll identify the…Aug 6, 2018Aug 6, 2018
What does your family need your foundation (or DAF) to be?Congratulations! You have a Donor-Advised Fund (DAF) or Family Foundation, perhaps set up by your advisors in response to changing tax…Mar 7, 2018Mar 7, 2018