Blog

Topic: “Boards and Governance”

Let’s Be Candid About Board Succession Planning

The Wilson Foundation was started in 1963 by Joe Wilson, founder of Xerox Corporation, and his wife, Peggy. When the foundation began its most recent strategic planning process, the board represented three generations with 24 members spread across the country. We embarked on strategic planning to revisit our giving priorities, but we quickly realized our... Read More

The Best of Both Worlds: Using Private Foundations and Donor Advised Funds

This guide is for professional advisors whose clients want to formalize their charitable giving through a giving vehicle such as a Donor Advised Fund (DAF) or a private foundation. Experienced professional advisors know that helping clients find the best giving vehicle available for them creates a win-win situation. The clients will be happier with a vehicle that is a... Read More