As wealthy families become more sophisticated with their philanthropic giving, the role of the family foundation and family office also becomes more important. According to a November 2012 report Working Together for Common Purpose by the National Center for Family Philanthropy, there are an estimated 3,000 to 5,000 family offices in the U.S. alone. Much of the guidance that we provide to individual donors is also useful to family foundations and family office staff who need help thinking about strategic giving, linking cost and impact, and measuring the effectiveness of their grantmaking.
Source: National Center for Family Philanthropy
Examples of how we share our guidance with Family Offices and Foundations
The following list is a sample of our current and upcoming activities:
- Family Office Channel‘s G9 Successful Legacy Family Briefing features Kat Rosqueta’s insights from “Lessons Learned Answering the Million Dollar Question”. Other briefings from Holly Isdale, Dennis Jaffe, Andrew Young, Barbara Hauser, William Drake, Stephen Dawson, MJ Rankin, Christian Stewart, Patricia Angus, and Charles Lowenhaupt.
- Global conference call on how to “Make Your Philanthropy High Impact” with Kat Rosqueta for members of the Young Presidents’ Organization (YPO)/World Presidents’ Organization (WPO): Thursday, 20 June 2013, 10 a.m. New York (3 p.m. London; 10 p.m. Hong Kong). Contact us at 215.573.7266 or impact@sp2.upenn.edu or login to YPO’s member section for more information.
- Opal Wealth Management Group Family Office & Private Wealth Management Forum: “Not Your Grandfather’s Philanthropy” panel with Kat Rosqueta: Tuesday, July 23, 2013, 11:25am.
- Campden Family Business (FB) features our work in its March 2013 issue: A Targeted Approach and Top 10 Tips for Impact Giving.