Interested in working with a philanthropic advisor?
Download a guide that answers common questions about the role advisors play in supporting charitable planning and giving, as well as factors to consider before engaging one. read more
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Know Your Family Foundation Life Cycle
The life cycle is a useful lens for understanding common stages that all foundations and giving programs experience, for seeking outside expertise, and for setting the stage for successful transitions. read more
It’s Time to Review Your Foundation Bylaws
Bylaws are intended to exert a powerful influence on foundation board behavior. Prepare for reflection and renewal. read more
Field Scan: Dynamics of a Funding Ecosystem
By surveying its dynamic environment, the organization is able to consider its possible futures, including what to keep, what to change, and what new initiatives or collaborations would enhance its abiding mission. read more