Tony Macklin Consulting

Working at the intersection of meaningful giving and community results

Effective, Meaningful Family Philanthropy – Resource List

Tracking & Adapting to Trends

Bridgeworks Blog (ongoing) – Smart thinking on generational dynamics
NCFP 2020 Trends Study – The 2nd national benchmark survey of family foundations
Philanthropy and the Social Economy: Blueprint (Lucy Bernholz, annual)
- An annual look at the trends shaping how we accomplish social good
Report on U.S. Sustainable, Responsible, and Impact Investing Trends (USSIF)
- A biennial report on the trillions invested with both financial and societal returns
Shift Happens: Understanding how the world is changing (Monitor Institute, 2014)
- Overview of changing demographics, technologies, economic factors, and more
Stanford Social Innovation Review (ongoing)
- Website and magazine on trends in philanthropy, nonprofits, and corporate responsibility
This is New Power (launched 2015) – Ideas based on the Understanding New Power article in HBR

Governance and Family Dynamics

25 Best Practices of Multi-Generational Families (GenSpring 2016)
- Advice on family cohesiveness, mentoring, governance, philanthropy, and more

Demystifying Decision-Making for Family Foundation Boards (Ann Shulman and NCFP 2016)
- 20-minute YouTube video excerpt from a webinar

Family Involvement: The Spectrum of Options (NCFP 2010)

- Advice for moving from founding donor to family governance
Family Ties: Multigenerational Family Foundation Board Engagement (CEP, 2016)
- Good practices learned from seven large, multigenerational foundations

Talking to Your Family About Philanthropy (Rockefeller Philanthropy Advisors)

- Guide for founding donors and board members
Ten Ways to Plan for Board Continuity and Succession (GMA Foundations 2008)
- Quick guide for thinking ahead
Tips and Tools for Effective Family Board Meetings (NCFP 2010)
- Advice from governance consultants and family foundation members
Uncovering the Mystery: The Art and Science of Shared Leadership (Emily Davis, 2016)
- Tips for better shared governance
Why Family Foundations Lose Their Way (Neithercut Philanthropy Advisors 2012)
- Overview of common misconceptions, mistakes, and planning dangers

Tony Macklin, CAP®

317.250.3805 • tony@tonymacklin.com • www.tonymacklin.com
Family Mission, Values, and Giving Preferences
Creating Meaning From Money (Merrill Lynch, 2014)
- Looking at the family’s foundation and legacy as more than money

Donor Legacy Statements, Values Statements, and Ethical Wills (NCFP 2011)
- Compares the options, provides examples and links
Giving Together: A Workbook for Family Philanthropy (The Philanthropic Initiative 2008)
- 15 worksheets to define and refine family engagement, mission, and grantmaking
Money Autobiography Guide (Faith and Money Network)
- Questions to help discuss relationships with, attitudes toward, wealth
Protecting Donor Intent (Philanthropy Roundtable 2012)
- Overview on defining mission and creating policies and safeguards to protect it
Ramping Up Your Foundation (TPI and Exponent Philanthropy 2016)
- A guide for families that will see an infusion of assets into their philanthropy

Guide to Effective Philanthropy (Stanford Effective Philanthropy Learning Initiative 2019)

- Helps “emerging philanthropists understand the essentials of improving their
philanthropic practice in one easy-to-follow resource.”

Your Philanthropy Roadmap (Rockefeller Philanthropy Advisors)

- 5 key questions for shaping your giving, a good start for a family discussion

Youth and Young Adult Grantmaking and Philanthropy

Doing Good Together (ongoing)
- A variety of tools for both families and organizations to help them raise compassionate,
engaged children

Learning to Give (ongoing)

- Curricula that can be used in schools, youth organizations, and other places

Opportunity of a Lifetime 2.0 (NCFP 2017)

- Practical advice on involving youth and young adults

NextGenDonors (2013)
- Report on general similarities and differences in giving

Teen Philanthropy Café (Exponent Philanthropy 2015)

- Short fund guides that introduce young people to strategic, thoughtful philanthropy

YouthGiving.org (ongoing)
- One-stop hub of resources about youth grantmaking/giving programs

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