Starting a family foundation is a major milestone for wealthy families. It allows them to give back to their communities, support causes they care about, and leave a lasting legacy. However, once the foundation is established, many families find themselves unsure of where to begin. This can lead to confusion and disorganization, causing the family […]
6 Steps to Get You Started After Creating a Family Foundation Read More »
Succession planning in family foundations is crucial in ensuring the longevity and continued success of the foundation. With the shifting of leadership roles, it is important to have a plan in place to transition smoothly and maintain the foundation’s vision, mission, and legacy. This not only protects the foundation’s assets but also sets a clear
Why Succession Planning for Family Foundations is So Important Read More »
I’ve talked about how RFPs are not an effective means to find philanthropy advisors, so how do you find the right one for your foundation? I recently wrote a two-part blog series about the fallacy of requests for proposals (RFPs) as an effective means to find philanthropy advisors and the myths and facts that
Hiring the Right Philanthropy Advisor Read More »
Many silver linings amidst a challenging year! 2022 was quite a year for us all. For me personally, it was filled with deep challenges but also tremendous achievements and success. In the first four months of last year, both my mom and stepmom died unexpectedly, a family home was destroyed by water damage, and I
Sharing Some Good News! Read More »
This is the second part of my two-part blog series on busting myths about Requests for Proposals (RFPs) for consultants and advisors. If you missed my first blog about this, you can read it here and catch up! Here’s a little background on why I wanted to write this: I recently shared this on TikTok
Myths vs. Facts: Consultant RFPs — Part 2 Read More »
Imagine this: You want to accomplish something big with your philanthropy, but you need help to achieve it. You decide to retain an expert philanthropy advisor or consultant. Naturally, you assume the first step is to develop a Request for Proposals (RFP) so you can find the most qualified and diverse consultants and advisors to
Myths vs. Facts: Consultant RFPs — Part 1 Read More »