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succession planning

A family planning for their foundation

Why Succession Planning for Family Foundations is So Important

Practical Tips for Philanthropists /

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 […]

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Trustees: Support Your Leaders or Lose Them

Practical Tips for Philanthropists /

Philanthropy CEOs are looking for new jobs due to a lack of support from trustees In the past year, I’ve advised, coached, and spoken with hundreds of philanthropy executives and one theme has emerged: Frustration and disappointment with unsupportive and obstinate trustees. As a result, many foundation CEOs are beginning to look elsewhere – for

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