Linda Childears on Recovery of Donor Intent at Daniels Fund
In this Philanthropy Roundtable discussion at the 2010 Annual Meeting, Linda Childears talks about recovery of Donor Intent at the Daniels Fund.
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Donor Intent Done Right
In late 2019 Washington State University published the results of a study to determine the response of donors who learned that gifts made for a specific project had been redirected to another Read more…
Governance challenges for living donors
In the presence of a living donor, personal relationships and board members’ expectations and assumptions about their responsibilities may have significantly more impact on donor intent than they would after Read more…
Should you set time limits on board service?
“As a general rule, it’s always easier to grow a board than to shrink it,” says Keith Whitaker of Wise Counsel Research. “Once people are on there, it’s very hard Read more…
Twelve tips for successful giving in higher education
Higher education can be among the most rewarding and meaningful areas for your philanthropic dollars. It can also be one of the most challenging sectors for both donor intent and grant compliance.
Seven Stories of Donor Intent Violations in Higher Education Giving
Unfortunately, examples of donor-intention violations are legion in the world of higher education. This is why taking extra steps to safeguard your intent is so crucial (see Twelve tips for Read more…
Examples of wise giving in the higher-education space
Fortunately, there are many examples of donors successfully navigating the tumultuous waters of higher-education giving. It requires planning and effort on your part, but the payback is worth the work. Read more…
Eight ways to protect your donor intent when funding academic centers
Funding an academic center at a university can be a worthy option for your philanthropic dollars in higher education. Adam Kissel, director of civic and higher education programs at The Read more…
When higher-education donors demand accountability
Philanthropic donors may sometimes find themselves demanding accountability from a university for more than their own grants. This was the case in September 2016 when the James Graham Brown Foundation Read more…
Higher-education giving: Seven steps to create a grant agreement that will honor your donor intent
The first principle of effective higher-education grantmaking is to be clear in both your personal conversations and your grant agreements with colleges and universities. Amir Pasic, dean of the Lilly Read more…
Three precautions for recovering your donor intent
In the best of circumstances, you, your heirs, or your successor trustees will never experience a donor-intent crisis. But if one does occur, what should you do? The best defense Read more…
The moral authority of a living donor: Atlantic Philanthropies
At the core of the donor-intent dispute that unfolded at The Atlantic Philanthropies between 2009 and 2012 lay one key question: “What deference does an independent board owe to the Read more…
Documenting a legacy for future generations: The Triad Foundation
Imagine a pot of money that supports both the progressive Media Matters and the conservative Media Research Center. Both the Center for Public Integrity and the Heritage Foundation. Both Mother Read more…
Warnings from donors on perpetual philanthropy
No matter how judiciously you populate your board of trustees with trusted colleagues, there is no firm legal barrier to significant drift in the mission of your perpetual foundation.
ACTA Higher Ed Now Podcast: Joanne Florino, August 2020
Emily Koons Jae: So Joanne, welcome, and thank you so much for joining us today on Higher Ed Now. And thank you so much for writing this wonderful new book Read more…
The risks of a charitable trust: the Jackson Family Trust
The struggles of the John E. and Sue M. Jackson Family Trust over the past decade demonstrate how vulnerable charitable trusts can be to violations of donor intent. John and Read more…
Seven keys to protecting your intent in a charitable trust
If you choose a charitable trust as a philanthropic vehicle, here are some basic guidelines to protect donor intent: 1. Be certain of your mission Keep in mind that the Read more…
Choosing a non-operating private foundation: Protecting donor intent in not-for-profit corporations
Creating a charitable trust for your private foundation carries significant advantages for donor intent, but it’s not the only option. Establishing a not-for-profit corporation offers more flexibility than a trust. Read more…
How Dan Searle protected his donor intent with a mission statement
Dan Searle understood the value of a strong mission statement, one that conveyed not only his philanthropic goals but the values and philosophy behind his intent. Searle’s story is also Read more…
Five grantmaking principles and practices to protect your donor intent
Grant compliance is an important concern for all donors. It’s particularly so for givers with well-defined values and mission statements. If that describes you, this article covers five principles and Read more…