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White Papers

Excess Business Holdings

A Practical Introduction for Advisors to Private Foundation Families

If you manage money for a family that has a private foundation, or you’re helping a business owner who is thinking about creating one, there’s…
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Checklists

The Cornerstone Assessment

Designed for boards, executive teams, and the operational leaders who run charitable fund programs, The Cornerstone Assessment measures your program's technology across six dimensions that…
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Articles
September 10, 2026

The Technology Cornerstone – Executive Brief

Why It Is Now the Most Important Strategic Decision Your Board Will Make

An operator’s perspective for the boards and executive teams of the organizations that sponsor and administer charitable funds—community foundations, donor-advised fund sponsors, university foundations, and…
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White Papers
September 10, 2026

The Technology Cornerstone – White Paper

Why It Is Now the Most Important Strategic Decision Your Board Will Make

An operator’s perspective for the boards and executive teams of the organizations that sponsor and administer charitable funds—community foundations, donor-advised fund sponsors, university foundations, and…
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White Papers
August 21, 2026

AI in Philanthropy:

Exploring its applications, benefits and current challenges

As society adapts to the ever-expanding presence of artificial intelligence (AI)—particularly generative AI (GAI) that creates (generates) new, original content—the philanthropic sector is increasingly embracing…