Guides and Case studies
Featured Articles
The Art of Donating Your Talent and Your Resources to Your Favorite Cause
Every person carries within them a cause that resonates deeply—whether it’s educational equity sparked by their own struggles in school, environmental conservation inspired by childhood memories in nature, or economic mobility driven by witnessing family hardship. This personal connection, what we call “affinity investment,” represents the most powerful starting point for transformative philanthropy.
What to Expect (and Ask For) When Considering a Donor Site Visit
Are you thinking about joining a donor trip to see your favorite cause in action? Or perhaps you’re considering inviting friends to experience the work you’ve been supporting? Site visits can be transformative experiences that deepen understanding, strengthen commitment, and create lasting connections with the communities and causes you care about.
Bridging the Generational Divide: A Blueprint for Next-Generation Family Engagement in Philanthropy
How families can move beyond frustration to create shared missions, stronger communication, and lasting legacy The conversation starts the same way in boardrooms across the country: "How do we get the next generation more involved?" What follows is often a familiar...
Trust-Based Philanthropy: A Complete Guide to Balancing Trust and Accountability When Grants Go Wrong
What is trust-based philanthropy? Trust-based philanthropy is a charitable approach that reimagines the relationships between donors, nonprofits and communities to rebalance power and decision making. It emphasizes partnership over paternalism, with six core practices:
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