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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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White Papers
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…
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Articles

Succession Planning For Private Foundations

HOW TO BUILD A LEGACY THAT LASTS WHEN THERE’S NO OBVIOUS SUCCESSOR

One of the most personal questions in philanthropy isn’t about which causes to fund or how to structure grants—it’s about what happens to your foundation…
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Articles

Exploring Popular Ways to Give:

A COMPARISON OF CHARITABLE GIVING VEHICLES

Charitable giving can take different forms–some offering significant tax and financial advantages–and many donors use a combination of giving vehicles…