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Services
Communications
Giving Strategy & Support
Clients
Case Studies
Published Works
Resources
Testimonials
Blog Archive
About
Bio & Associates
Contact
Published Works
Published Books
New Children’s Book: Two Measly Spots!
View the book trailer here
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Splendid Legacy 2: Creating and Recreating Your Family Foundation – management and values chapters
Principled Planning: A Guide to Family Foundation Retreats
Principled Planning: A Guide for Corporate Foundation Retreats
Built on Principle: A Guide to Family Foundation Stewardship
Community Foundation Handbook: What You Need to Know
The guide to small foundation management: From groundwork to grantmaking
Facing Forever: Planning for Change in Family Foundations
Toolkits for Grantmakers, Families, Giving Circles, and More
The Family Giving Lifecycle – Philanthropic Purpose (co-author)
Family Giving Lifecycle – Governance (co-author)
Family Giving Lifecycle – Succession & Legacy (co-author)
Family Giving Lifecycle – Impact Vehicles and Structures (co-author)
The Family Giving Lifecycle – Operations & Management (co-author)
Family Giving Lifecycle – Assessment & Learning (co-author)
Family Giving Lifecycle – Impact Strategies & Tools (co-author)
Family Giving Lifecycle – Overview
Engaged Philanthropy: A Family Office Guide to Meaningful Giving – Laying the Groundwork
Teen Philanthropy Cafe
Library Storytelling Toolkit
Giving Circle Essentials
Engaged Philanthropy: Balancing Passion and Strategy
Global Philanthropy: A Family Office Guide to International Giving
Engaged Philanthropy: Making the Most of Family Dynamics – A Guide for Family Offices
McKnight Foundation Inclusive Style Guide
(Internal)
Reports/Needs Assessments/Strategic Frameworks
Equity in Action: A Progress Report from the McKnight Foundation
Sandgaard Foundation Needs Assessment & Funding Recommendations Report
Strategic Framework for the Webb Family Foundation
Grantmaker Process Manual – for David & Lucile Packard Foundation
Thrive at Five: The Secrets to Long-Term Family Philanthropy
Family Foundation Board Chairs: Leading with Effectiveness and Joy
Avoiding Avoidance: Managing Family Dynamics in Family Philanthropy
Bridging the Power Divide: Sharing Power in Family Philanthropy
Annual Reports
CAF America 2005-07
2015 Israel Co. Annual Report
Marketing Materials
Amplifier One Pager
Marketing Materials
Room on the Bench Brochure
Articles & Blog Posts
Summer 2016 Essentials