Your community foundation is working hard to get your donors involved and help them understand the importance of supporting not only their own favorite causes, but also the most pressing community needs identified by your team and board of directors. You are also closely watching key trends in philanthropy: Families want to be involved in... Read More
Nature is at once powerfully beautiful and destructive. August’s awe-inspiring solar eclipse brought us together regardless of our stations in life. However different in heritage, race, politics, wealth, interests, or beliefs, we all share our planet. In contrast to our awe at the solar eclipse, those outside Harvey’s and Irma’s cones of destruction have, from... Read More
Most conversations on succession planning turn to how to bring on the next generation or whether to sunset the foundation. Eldon and Betts Mayer thought differently. They wondered if their community on an island in Maine would be willing to take on their family foundation. Three years later, the fund has an engaged board of... Read More
Diana Bittner was excited. She was inspired. She was ready to learn. As a trustee of the Tracy Family Foundation (TFF), Bittner was one of seven TFF members from across the United States who converged in Phoenix, Arizona, to attend the Exponent Philanthropy’s 2015 CONNECT Conference. Bittner and her fellow TFF trustees spent three days... Read More
The term Outsourced Chief Investment Officer (OCIO) has gained popularity in the investment industry as investment consultants, banks, and small wealth management firms are now offering OCIO services to foundations, endowments, and nonprofits. You may be considering this model instead of the self-managed or consultant model used in the past. Below we include the “T”... Read More
Within hours of the September 11 World Trade Center terrorist attack, my voicemail and email were overloaded with requests for services from corporations, mental health agencies, and schools. All were looking for assistance in how to help adult survivors cope with the sudden traumatic death of their loved ones and support the grieving children and... Read More