World-class athletes do not casually approach a championship match, but rather spend years in training. Likewise, nonprofit organizations and the third-party advisors with whom they partner are now taking the same disciplined, planned approach to navigating the future—including periods of transition. Transitions can be difficult, overwhelming, and can affect everyone from staff, board, and committee... Read More
Ramping up—or significantly increasing charitable giving or activities—can be an empowering transition point in your philanthropy. It can also leave you bewildered by the complexities that come with your new normal. What does it mean to ramp up in response to an influx of assets—perhaps the most common reason funders increase their charitable giving and/or... Read More
Your philanthropic journey is sure to be a remarkable one: often cyclical, rarely linear, and greatly shaped by your particular circumstances. Are you prepared to navigate the twists and turns that are sure to arise over time? Our nearly two decades of experience working with, listening to, and observing philanthropists with few or no staff... Read More
The manager, a Baby Boomer, wants to schedule a meeting where she can sit across the table from her employees and discuss the latest project. Her longtime staff member from the World War II generation is ready to go, looking to share stories about what used to work well for the company. Her Millennial employees,... Read More
What keeps our members up at night? Succession, or the crucial task of passing the leadership baton. Building a pipeline of philanthropic talent to assume key leadership roles—on the board, on staff, or otherwise—is one great way to prepare for succession. Through our Next Gen Fellows Program, a 6-month training intensive for philanthropy’s future leaders, we’ve... Read More
Some philanthropists decide to operate in the public realm early on. But others go public at some point over time, often when they feel compelled to act. However it emerges, going public can be a pivotal transition point and a bold act of leadership. The Troy Savings Bank Charitable Foundation quietly awarded grants in the area... Read More