Supporting Journeys of Generosity Minnesota Planned Giving
Council September 13, 2011 2011 Family Philanthropy Advisors
Slide 2
We work with families to uncover their passions and achieve
their philanthropic goals We help our clients achieve more impact
with their giving than they ever dreamed possible 2011 Family
Philanthropy Advisors
Slide 3
Identify factors for consideration One generation vs. multiple
generations Geographic Location Role of family in foundation Level
of board involvement in giving process Staffing History of family
and foundation Foundation development stage charitable giving to
active philanthropist Grantmaking only or direct charitable
activities Perpetuity or spend-down 2011 Family Philanthropy
Advisors How do we help families?
Slide 4
Use a developed process Uncover their passions Link passions to
needs What is their Blue Sky? What do they hope to accomplish in
their family? Glue Legacy Discussion of values and culture Network
of advisors how we will work together 2011 Family Philanthropy
Advisors How do we help families?
Slide 5
Produce outcomes Education of philanthropists Operating
principles and practices Mission Vision Operating policies, i.e.,
board meetings, conflict of interest, expenses, travel Grantmaking
priorities, policies, guidelines Research and recommendations 2011
Family Philanthropy Advisors How do we help families?
Slide 6
Foundations seeking more impact on community and personally Not
everything that counts can be counted, and not every thing that can
be counted counts. 2011 Family Philanthropy Advisors Trends
Slide 7
Personal engagement Collaboration Information-sharing
Time-limited initiatives 2011 Family Philanthropy Advisors
Trends
Slide 8
Desire to work across sectors to leverage giving Active
learning Advocacy support Direct charitable activities Alignment
with investments Alignment with business interests Youth movement
Sunsetting (giving while living) 2011 Family Philanthropy Advisors
Trends
Slide 9
Thank you for the opportunity to speak with you. 2011 Family
Philanthropy Advisors