Individuals & Families

Philanthropy Resources

Back to Family Philanthropy

In partnership with the National Center for Family Philanthropy (NCFP), we are excited to share early 2019, we will offering a new portal for Fundholders that will provide exclusive access to the resources, expertise, and support families need to transform their values into effective giving.




Some insightful publications worth exploring…



Jim Hughes takes the approach that wealth preservation is a dynamic process of governance, whereby a family’s assets are its individual members and that the true family wealth is the sum of human and intellectual capital of its members.  The financial capital is the tool to support a family’s growth including philanthropy. This book offers a challege, a map and a place to begin a family’s pélerinage.





Philanthropy has been identified as an effective tool in the development of heirs.  This book is a great guide for families as it outlines appropriate ways to involve children at various ages in family philanthropy.





Inspired Philanthropy explains how to make a difference by creating giving and legacy plans, tells what questions to ask nonprofits, and spells out how to help partner with advisors and nonprofit leaders for inspired outcomes.




As a philanthropist or grantmaker, what do you wish you could do better? What’s standing in your way? How do you eliminate the thoughts and practices that hinder your efforts and elevate the ones that enhance your effectiveness?