Tag Archives: financial issues

ASK THE CENTER: What Questions Should We Ask Our Auditors? (February 2013 FGN)

Once again everyone’s favorite time of year has arrived, audit time. For many, this can be viewed as a daunting and even arduous process.  A family foundation in the National Center’s network of Friends who no longer cringes at audit time … Continue reading

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FEATURE: Getting Started with Impact Investing: Overcoming Resistance from Family and Trustees (November 2012 FGN)

By Julia Balandina Jaquier Editor’s Note: Impact investing is of growing interest to the many thousands of philanthropic families around the world who manage their philanthropy through family foundations and family offices. In this month’s edition of Family Giving News, … Continue reading

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Ask the Center: What is a Private Operating Foundation, and when should families consider this option? (April 2011 FGN)

Donors and families who establish private foundations often have a variety of issues they care about, and are looking for a vehicle that gives them the flexibility to make a wide variety of choices on where to invest their philanthropic … Continue reading

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Ask the Center: Managing Relationships with Your Legal, Financial, and Investment Advisors (September 2010 FGN)

This month’s Ask the Center features answers to questions on managing relationships with your advisors from Patricia Angus, the founder and CEO of Angus Advisory Group, a philanthropy and family governance consulting and educational firm based in New York City. … Continue reading

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Real Estate: The Grant that Keeps on Giving (April 2009 FGN)

“At a time like this, we need to stop investing in treasuries and bonds and start investing directly in our communities.”   —Tom Parker, Hutton Foundation As a family fund these days, you might feel like crawling into a corner … Continue reading

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Profiles in Family Philanthropy: The Pottruck Family (April 2009 FGN)

How to Close a Foundation: The Pottruck Family Experience With a tough economy comes tough decisions. That was true for the Pottruck Family Foundation board, which dissolved the foundation effective Jan. 30, 2009. As their assets shrank in the declining … Continue reading

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Ask the Center: Giving Internationally When the Dollar Is Down (September 2008)

Q: How can we make sure our international grants have the most impact in times when the dollar is weak? A: An increasing number of family foundations are giving internationally. Our 2008 Pursuit of Excellence survey discovered that 21 percent of … Continue reading

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New Regulations for Giving Families: What to do About the Pension Protection Act of 2006 (October 2006 FGN)

[EDITOR'S NOTE: Please note that this edition of Family Giving News is an initial look at the Pension Protection Act of 2006. The information presented is subject to change, and is not a substitute for expert legal, tax, or other professional … Continue reading

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Maximizing Charitable Returns: Mission-Related and Socially Responsible Investing (March 2006 FGN)

In last month’s issue we explored several ways to expand your philanthropic agenda to include new giving vehicles and new ways of thinking about effective giving. Among the giving options we explored was the idea of program-related investing, wherein philanthropies … Continue reading

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Profiles in Family Philanthropy: The F.B. Heron Foundation (March 2006 FGN)

Founded in 1992, the F.B. Heron Foundation has long been committed to bringing together its mission and its investment policies to achieve the maximum good. Currently 24% of the Foundation’s assets are used to invest in causes or institutions that reflect … Continue reading

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Protected: Estate Planning for Families (May 2005)

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Understanding the 990-PF (August 2004 FGN)

Statistics from the 2004 edition of Giving USA, indicate that foundations gave more than $26.3 billion in grants in 2003—three-quarters of which was given by private foundations, according to the Foundation Center—and a surge in the popularity of donor-advised funds … Continue reading

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Effective Family Grantmaking in a Rebounding Economy (May 2004 FGN)

The Economic Outlook and Philanthropic Landscape In the preview to its upcoming report on foundation giving for 2003, The Foundation Center reports that a 10% loss in foundation assets over the last two years has begun to affect foundation giving, … Continue reading

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