Articles
The Great Perpetuity Debate
If you and your family have a family foundation, particularly one that involves multiple generations, chances are you’ve had an important conversation every now and again that starts something like this: How long do we want our giving to last? What change or impact do we want to see happen through our giving, and within…
How to Talk Philanthropy with Your Clients
If you are a trusted advisor to wealthy individuals or families, chances are you’ve talked with your client at some point about their philanthropy. Perhaps it was a hurried 4th quarter conversation, as charitable giving for tax reasons kicks into a higher gear. Or maybe you felt it was something outside your realm of expertise…
Philanthropy’s Must-Read Resources
I don’t know about you, but my email box is filled daily with emails, blogs, e-newsletters, white papers, and other valuable resources. How do you work your way through all of the information? How do you decide if something is read immediately, gets filed for Sunday reading, or goes directly to ‘trash’? I personally enjoy…
Giving Shelter: How You Can Help Families in the Philippines
Now that Thanksgiving, Black Friday and Cyber Monday have come and gone, consider an alternative to buying more ‘stuff’ for the family, friends, clients, and business associates on your gift list. Don’t get me wrong; I like stuff just as much as anyone. However, I am called this year to opt out of materials gifts,…
Remember When? Family Stories Passed through Generations
One of my favorite things when I travel for business is a destination that includes a visit with one of my nephews. This time it was San Francisco and dinner with my oldest nephew. World Series game 6, delicious food, and great conversation – a winning combination! My nephew is 24 and works for a…
Water, Water Everywhere: How to Give in Times of Disaster
Here in Colorado, we usually like it when a monsoon flow reaches our beautiful state. For us, it means moisture—in the summer to water our lawns and green our gardens, and in the winter, to powder the mountains with fresh snow. (Glorious snow—the very reason most of us live in Colorado!) The Colorado flooding in…
Wealth Managers + Philanthropy Advisors = Successful Family Philanthropy
If there’s one thing I’ve learned over years of working with philanthropic families, it’s this: the more I can communicate, coordinate and collaborate with the family’s wealth advisors and family office staff, the further along these families are in their philanthropy. For example, I currently manage a family foundation that is led by an influential…
Great reads: Developing talent, family philanthropy explored, the ‘Good Rich,’ how to transition to the next generation
Much of what we learn comes through personal experience. But there’s also much to be learned from others. Here’s a selection of articles and essays we have read recently that can teach you more about philanthropy. The Cliff of Unintended Consequences: The nonprofit sector does an absolutely dismal job of talent development — from start…
Focus on shared values to prevent family ‘feud’ over philanthropic goals
I recently worked with a family to create shared goals for their foundation. They are a wonderful family, but there has been disagreement of late on philanthropy. The parents are committed to local nonprofits with a focus on animals. The college-aged children understand the importance of supporting local groups, but they’re passionate about Africa and clean…
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