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Supporting Journeys of Generosity Minnesota Planned Giving Council September 13, 2011 2011 Family Philanthropy Advisors

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We work with families to uncover their passions and achieve their philanthropic goals We help our clients achieve more impact with their giving than they ever dreamed possible 2011 Family Philanthropy Advisors

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Identify factors for consideration One generation vs. multiple generations Geographic Location Role of family in foundation Level of board involvement in giving process Staffing History of family and foundation Foundation development stage charitable giving to active philanthropist Grantmaking only or direct charitable activities Perpetuity or spend-down 2011 Family Philanthropy Advisors How do we help families?

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Use a developed process Uncover their passions Link passions to needs What is their Blue Sky? What do they hope to accomplish in their family? Glue Legacy Discussion of values and culture Network of advisors how we will work together 2011 Family Philanthropy Advisors How do we help families?

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Produce outcomes Education of philanthropists Operating principles and practices Mission Vision Operating policies, i.e., board meetings, conflict of interest, expenses, travel Grantmaking priorities, policies, guidelines Research and recommendations 2011 Family Philanthropy Advisors How do we help families?

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Foundations seeking more impact on community and personally Not everything that counts can be counted, and not every thing that can be counted counts. 2011 Family Philanthropy Advisors Trends

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Personal engagement Collaboration Information-sharing Time-limited initiatives 2011 Family Philanthropy Advisors Trends

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Desire to work across sectors to leverage giving Active learning Advocacy support Direct charitable activities Alignment with investments Alignment with business interests Youth movement Sunsetting (giving while living) 2011 Family Philanthropy Advisors Trends

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Thank you for the opportunity to speak with you. 2011 Family Philanthropy Advisors