- Note: Page numbers in italics refer to figures.
- A
- Abundance (Diamandis), 58–59
- Acumen Fund, 74
- Addepar, 79, 82, 183
- Adults, treating next gen donors as, 284–285
- Advisors to donors:
- advice for, 169–170, 190, 212, 259–260, 271–274
- best practices for, 373–403
- implications for, 95, 264
- legacy communicated by, 355
- listening to clients, 186, 190
- Agency, giving to next gen donors, 334–335, 394
- Alexander Soros Foundation, 202, 203
- Andrea and Charles Bronfman Philanthropies, 236
- Angel investors, 89, 127
- Arenstein, Sarah, 290
- Ariel Investments, 105
- The ASSOCIATED Jewish Community Federation of Baltimore, 155, 161
- Assumptions, avoiding, 319–320
- Authenticity, 309–310
- Autonomy, giving to next gen donors, 334–335
- B
- Baby Boomers, 70, 168, 169, 232–233, 375–376
- Bay Area Wilderness Training, 115
- B Corps, 74
- Belsky, Erica, 85, 87
- Belsky, Scott, 84–91, 265
- Best, Charles, 38, 78
- Bill & Melinda Gates Foundation, 171, 202
- Birthright Israel, 131
- Blanchard, Ashley, 394–395
- Blended value approach, 184–185
- Blurring boundaries, across sectors, 11, 67–70, 94, 268–269
- Board Leadership Course (21/64), 393
- Board members:
- BoardSource, 148
- Bono, 144
- Boston College Center on Wealth and Philanthropy, 8–9
- Bradley, Bill, 28
- BridgeWorks, 237
- Buffett, Warren, 2, 222, 277
- Burt's Bees, 15, 112–120
- Bush, William H., 54–55
- C
- Carnegie, Andrew, 2, 5, 216, 277
- Causes of philanthropists, See Issue areas of giving
- CEO pay, workers' wages compared to, 7–8
- Chan, Priscilla, 24, 69
- Chan Zuckerberg Initiative (CZI), 24, 69
- Charitable limited liability companies (LLC), 69, 74
- City Light Capital, 81–82
- CNN, 2, 179
- Code.org, 15, 137–145
- Cohen, Josh, 81–82
- Collective giving, 158–159, 162, 167, 169, 398–399. See also Crowdfunding; Giving circles; Giving collaboratives; Peer networks; Pooled funds
- Committees, donors on, 128, 169, 231, 241
- Consulting groups, for multigenerational donor teams, 237, 260. See also individual names
- Council for Relationships, 230
- Creative Time, 105–110
- Credibility, 398
- Crowdfunding, 10, 73. See also Collective giving; Pooled funds
- Cynthia and George Mitchell Foundation, 222
- D
- Davis, Emily, 126, 285, 320–321
- Decision making, values-aligned, 188–191
- The Defining Decade (Jay), 244
- Defy Ventures, 87
- Devon Energy, 220
- Diamandis, Peter, 58–59
- Discussion guide, 405–431
- Disruption, 310
- in charitable giving, 10–12
- for innovation, 84
- Divesting, 1, 71–72, 79–83, 183
- d.light, 74
- Donor-advised funds, 83, 437
- DonorsChoose.org, 38, 73, 78, 296
- Dorothy A. Johnson Center for Philanthropy, at Grand Valley State University, 168–169, 306, 326–327, 370–371, 393, 403, 449, 460
- “Do Something” Generation. See also Hands-on donor engagement; Next gen donors; Peer networks; Relationship building; Site visits; Talent
- examples, 102–108, 112–120
- going “all in” by, 99, 272, 317–322, 416–418
- hands-on donor engagement by, 100–102, 104–106, 113, 223
- overview, 99
- power and humility of, 126–127
- power and responsibility of, 111–112, 120–124
- site visits, 35–36, 38, 100, 117–118, 122, 159, 167, 249, 252
- DoSomething.org, 101
- Due diligence, 50, 50–51, 57, 91, 159, 249, 252, 255
- Duke, Marshall, 194, 353
- Duncan, Arne, 104
- F
- Facebook, founder, See Zuckerberg, Mark
- Facebook generation, 151
- Face-to-face encounters, See Hands-on donor engagement
- Failure:
- consequences of, 93, 275
- “failing forward,” 92
- learning from, 68, 91–93, 206, 250, 255–256, 258, 275
- Families, advice for, 95–96, 190–191, 260–261, 271–274, 329–371. See also Family foundations; Legacy of families; Multigenerational teams; Narrative of families
- Family foundations. See also Legacy of families; Multigenerational teams; individual names of foundations
- advice for, 64–65, 209–210, 235–236, 271–274
- changing approaches, 9, 48, 83–84, 96
- family narrative and, 193–195
- involvement on boards of, 336–338
- leadership of, 102, 120, 208–209, 220, 231
- Fiduciary responsibility, 87
- Fithian, Scott, 212, 388
- Fithian, Todd, 212, 388
- 501(c)(3), 71, 75, 200, 453
- 501(c)(4), 75, 200–201
- Fivush, Robyn, 194, 353
- Fonda, Jane, 179
- Forbes, 7–8
- Ford, Henry, 5
- Fuller, Buckminster, 221
- Funders for Justice, 73
- Funding mechanisms, new types of, See Innovation
- Fundraising:
- to attract next gen, 17, 19, 38, 41, 64
- best practices for, 279–329
- implications for fundraisers, 264
- by middle-man organizations, 47–48
- thermometer model, 23, 49, 271
- Fundraising and the Next Generation (Davis), 320
- G
- G2 Insurance, 385
- Galeti, Mary, 53–61, 72, 111, 128, 187
- Gates, Bill, 2, 87, 144, 222, 274, 277
- Gates, Melinda, 2, 87, 222, 252, 274
- Gates Foundation, See Bill & Melinda Gates Foundation
- Generational differences, See Innovation; Issue areas of giving; Next gen donors; Traditional philanthropy
- Generational personalities, 12–14, 102, 182, 232–234, 375–376. See also Baby Boomers; Gen X; Gen Z; Millennials; Traditionalists
- GenerationEngage, 78
- Generation Impact (Goldseker, Moody), overview, 17–20
- “Generative” years, 257
- Gen X. See also Next gen donors
- age of, and giving, 281
- awareness of, 375–376
- global awareness and local giving by, 61–63
- profile of, 1–3, 12–15, 36–37, 232–233
- Gen Y, See Millennials
- Gen Z, 217, 234, 375–376
- Gen Z Guru, 376
- Give back, obligation to as motive for giving, 102, 176–177
- Giving, assessment of, 415–415
- Giving circles, 10, 73, 153, 157–163, 167, 169, 190, 266, 399, 437. See also Collective giving; Pooled funds
- Giving collaboratives, 73, 157, 167, 266. See also Collective giving; Crowdfunding; Peer networks
- Giving locally, 61–63, 79, 123
- Giving Pledge, 81–82, 222
- “Giving while living”:
- Glidden, Joseph, 54–55
- GlobalGiving, 73
- Global Impact Investing Network (GIIN), 402
- Golden Age of Giving, 7–9, 263–276. See also Innovation; Peer networks
- discussion questions about, 429–431
- impact of, 274–276
- implications for social change, 145–149, 268–270
- next gen donors giving at early stages of life, 3, 16, 215–216, 242–244, 257–262, 267
- overview, 7–9, 263–265 (See also Strategy)
- revolution during, 265–267 (See also Impact Revolution)
- transformation in strategy, 63–66, 270–274
- wealth concentration and transfer and, 8–9, 267–268
- Goldman, Jason, 385
- Goldman, Matthew, 385–386
- Goldseker, Morris, 240–241
- Goldseker, Sharna, 17–20, 190, 240–241
- Goldseker Foundation, 240–241
- Good Ventures, 24–25
- Grandparent Legacy Project (21/64), 428
- Grand Street (21/64), 88, 156–157, 161, 168
- The Grantmaking School (Dorothy A. Johnson Center for Philanthropy), 168–169
- Grants:
- alternative funding models, 72
- grantmaking and changing strategies, 57
- Grassroots.org, 56
- Grubman, James, 239, 392
- H
- Haas, Peter, 27–28
- Hands-on donor engagement, 36–37, 100–102, 104–106, 113, 127–129, 146–149, 223, 268. See also “Do Something” Generation; Relationship building; Talent
- developing talent with, 361–362
- encouraging, from younger generation, 332–333
- face-to-face encounters, 35–36, 38–41
- Harry & Jeanette Weinberg Foundation, 155
- HEKDESH, 158–160, 162
- Hill-Snowdon Foundation, 394
- Hurst, Aaron, 189, 357
- I
- Identity of next gen donors, 239–262
- “becoming” process and, 240–244
- difficulty of launch and, 244–246, 274, 381
- discussion questions about, 426–427
- example, 246–256
- generational personalities, 12–14, 102, 182, 232–234, 270
- “generative” years, 257
- identity capital, defined, 244
- identity journey, 2, 153, 203, 205, 246, 255–256, 259–261, 330–331, 366, 435, 436
- overview, 239–240
- philanthropic identity, defined, 127, 146, 153–154, 160–162
- proactive development by next gen donors, 242, 257
- trend of giving at early stages of life, 243–244, 257–262
- Impact:
- The ImPact, 81–82, 183, 402
- Impact Accelerator program, 393
- Impact investing, 10, 58, 71–72, 81–83, 94–95, 183–185, 399–402
- Impact Revolution, 23–41. See also Golden Age of Giving; Measurement; Next gen donors
- and best practices for nonprofit organizations, 280
- changing impact instead of issues, 47–49
- discussion questions about, 411–413
- example, 27–34
- focus of next gen donors, 25–27
- future of, 271, 274–276
- importance of seeing impact, 34–37
- nonprofits and donors working together for, 35–41
- overview, 9–12, 23–25
- Information Age, 302
- Innovation, 26, 56, 67, 266. See also Collective giving; Impact investing; Next gen donors; Traditional philanthropy
- advocacy, policy, and movement giving, 74–75
- around impact investing, 401
- blurring boundaries across sectors, 11, 67–70, 94, 268–269
- difficulties of, 93–96, 274–275
- discussion questions about, 413–414
- disruption of traditional philanthropy, 84
- examples, 75–91
- in family legacy giving, 356–361
- in nonprofit organizations, 307–311
- overview, 67–68
- providing clients with, 392–393
- social business and enterprise, 74
- through creative new funding mechanisms, 72
- traditional vehicles versus, 83–84
- Institute for Philanthropy, 225–226
- Intention, in engaging next gen donors, 344–345
- Intergenerational cooperation, See Multigenerational teams
- IRS, 201
- Issue areas of giving. See also Legacy of families; Peer networks; individual names of philanthropists
- changing impact instead of issues, 34–37
- orphan causes, 87, 89, 91
- preferences of next gen donors, 45–49, 167, 175, 241
- social change and, 145–149, 268–270
- social responsibility of philanthropists and, 70, 74
- of traditional philanthropists compared to next gen donors, 3–7, 12–13, 24, 43–44, 61–63, 123, 153, 175–176, 232, 266, 268
- J
- Jackson, Jesse, 104
- Japan Society, 183
- Jay, Meg, 244
- Jewish Community Center of Manhattan, 131–133
- Jewish Federation, 300
- Jobs, Steve, 142, 144
- K
- Kaplan, Stanley H., 85, 86
- Kellner, Peter, 78
- Kickstarter, 73, 103–107
- King, Martin Luther, Jr., 185, 232
- Kiva.org, 69, 72
- Krawcheck, Sallie, 186
- L
- Lab School, 103–104
- Lansberg-Gersick & Associates, 394
- Learning by donors, 102, 119, 241, 273, 275
- about philanthropy, 168–170
- from failure, 68, 91–93, 206, 250, 255–256, 258, 275
- hands-on (see Hands-on donor engagement)
- impact of, 19, 39, 50
- from parents/grandparents, 2, 177–179, 183, 191, 265
- from peers, 162–164, 168, 365–366
- providing opportunities for, 311–317, 391–396
- LearnPhilanthropy (Dorothy A. Johnson Center for Philanthropy), 169, 371
- Legacy communities, 61–63
- Legacy of families, 193–213. See also Traditional philanthropy; Values
- discussion questions about, 424–425
- examples, 195–203, 205–207
- family narrative and, 193–195, 388–391
- innovation in giving and, 356–361
- intergenerational communication about, 209–213, 291–292
- learning about past and, 203–204
- next gen donors' roles in, 352–356
- overview, 193
- respecting generational personalities, 231–234, 273 (See also Multigenerational teams)
- stewardship of, 204–205, 207
- Leverage:
- encouraging next gen donors to use, 365–370
- exercise for use of, 421–422
- by peer networks, 159–160
- and size of nonprofit organizations, 300–301
- Levi Strauss, 27–28
- Listening, importance of, 112, 121, 147, 274–275, 357–359
- Local giving, See Giving locally
- Lorenz, Katherine, 1, 49, 208, 217–218, 220–229, 243, 294, 355, 425
- Low- and no-interest loans, 58, 72, 92. See also Microloans
- Lumpkin Family Foundation, 338–339
- Lurie, Daniel, 27–34, 216, 411
- M
- Masquerade (Soros), 198
- Maverick Collective, 167, 171, 251–252
- McCormack, Elizabeth J., 184–185
- Measurement, 23, 35
- as element of giving strategy, 53
- opposed to business goals, 95, 139, 269
- of results, 30–31, 34–37
- Mette-Marit, Crown Princess of Norway, 252
- Michael Kors, 251
- Microloans, 10, 72, 73, 95. See also Low- and no-interest loans
- Middle-man organizations:
- alternative funding models to, 69 (See also Innovation)
- changing strategy in philanthropy, implications for, 47–49, 64
- Millennials. See also Generational personalities; Identity of Next gen donors; Next gen donors
- age of, and giving, 281
- awareness of, 375–376
- global awareness and local giving by, 61–63
- misconceptions about, 13–14, 70, 146, 175, 263
- networking by, 419
- profile of, 1–3, 12–15, 36–37, 233–234
- sense of purpose of, 189
- work-life balance, 136
- Mimi and Peter Haas Fund, 28
- Mitchell, Cynthia, 217–218, 220
- Mitchell, George, 1, 217–218, 220–222, 226–228
- Mitchell, Pat, 179
- Mitchell Energy & Development Corp., 220
- Moody, Michael, 17–20
- Morality, 185. See also Values
- Moskovitz, Dustin, 24–25
- Motivational Values Cards (21/64), 190, 289–290, 292, 386, 427
- Motivation for giving, 102, 175–177. See also Values
- Movement giving, 74–75
- Muehlke, David, 305–306
- Multigenerational teams, 215–237
- advantage of, 234–237
- advice for, 65, 190–191, 260
- in advisory firms, 376–377
- building peerage in, 229–231, 273
- cooperation of, 231–234
- discussion questions about, 425–426
- example, 220–229
- families as, 336–342
- importance of building, 322–326
- intergenerational communication about family legacy, 209–213
- multiple generations working together, 215–218
- role of younger generation on, 218–220
- succession plans, 215
- Museum of Modern Art (MoMA), 76, 77, 183
- N
- Narrative of families:
- ascending, descending, or oscillating, 194–195
- importance of understanding, 193–195, 273
- learning about, 427–429
- sharing with next gen donors, 388–391
- talking about, 209–213, 353–355
- Nathan and Lillian Weinberg Foundation, 155–162
- National Academies of Science, 222
- Next gen donors, 1–20. See also “Do Something” Generation; Identity of next gen donors; Impact Revolution; Innovation; Legacy of families; Multigenerational teams; Peer networks; Stewardship; Strategy; Values
- advice for, 38–40, 93, 147, 211, 268, 274–276
- advisors engaging with, 374
- building partnerships with, 280–283
- causes of traditional philanthropists compared to, 3–7, 20
- discussion questions about, 409–410
- donor collaboratives and, 73
- early giving opportunities for, 331–336
- earners vs. inheritors, 146, 266
- Gen X as, 1–3, 12–15, 36–37, 232–233
- giving of time by (see “Do Something” Generation; Hands-on donor engagement)
- government and, 269–270
- identifying, 375–378
- Impact Revolution of, 9–12
- leaders of Golden Age of Giving, 7–9
- Millennials as, 1–3, 12–15, 36–37, 61–63, 189, 233–234
- nonprofits and (see Relationship building)
- overview, 17–20
- profile of, 1–3, 12–17, 36–37, 438–443
- talent contributed by (see Talent)
- NextGenDonors Retreat (21/64), 368–369
- Nonprofit organizations. See also Board members; Hands-on donor engagement; Relationship building; Site visits; Talent
- advice for, 37–40, 64, 95, 122–123, 146–149, 169–170, 190, 235–237, 268, 271–274
- best practices for, 279–329
- donors contributing to established institutions, 129–136
- engagement offered by, 127–129, 135–136, 422
- funding of operations versus programs by donors, 29–31, 40–41, 124
- implications for, 40, 63, 123–124, 264, 267–268
- size of, 298–301
- O
- Obama, Barack, 104
- Ojjeh, Sara, 171, 246–256, 259, 334, 392, 426
- Older donors, involvement of, 290–292, 340
- 1-1-1- model, 32–33
- Open Philanthropy Project, 24–25
- Open Society Foundation, 196–203, 208
- Organizing, giving for, See Movement giving
- P
- Parker, Sean, 6, 25
- Partnerships, building, 280–283
- Partovi, Hadi, 15, 91, 137–145, 203
- Passion, about strategy, 44–45
- Passport (Jewish Community Center of Manhattan), 131–133
- Paul and Jenna Segal Foundation (PJSF), 369, 393
- “Peanut butter” method of philanthropy, 10, 52
- Peerage, on multigenerational teams, 229–231, 273, 340–341
- Peer networks, 151–171, 269. See also Collective giving; Giving circles
- connecting next gen donors to, 396–399
- discussion questions about, 419–420
- educational resources for, 162–164
- encouraging next gen donors to develop and use, 365–370
- example, 152–153, 155–162, 164
- inspiration of, 164–166
- overview, 151–152
- peer giving as strategic giving, 166–167
- peer influence and, 167–170
- potential of, 170–171
- transformation versus transaction in, 152–155, 272–273
- Peer-to-peer learning experiences, 315–316
- Pencils of Promise, 254–255
- Personal connections, to nonprofit organizations, 298–299, 313–315
- Personal experiences, 295–296
- Philanthropic identity, See Identity of next gen donors
- The Philanthropy Workshop (Institute for Philanthropy), 225–226, 393
- Picture Your Legacy™ Cards (21/64), 210, 292, 356, 390, 428–429
- Place-based legacy giving, 346–347
- Political donations:
- 501(c)(4) and, 200–201
- as giving for advocacy, policy, and movements, 75
- for social change, 269–270
- Pollack, Michele, 178
- Pooled funds, 73, 167. See also Collective giving; Crowdfunding; Giving circles
- Popper, Karl, 199
- Population Services International (PSI), 251
- Power, 107, 152, 218, 266
- balance of, in philanthropy, 65, 72, 120, 124, 230
- economic, 3, 94, 269
- responsible use by next gen donors, 72, 111–112, 274
- for social change, 20, 23, 68, 82
- Program-Related Investments (PRIs), 58, 72
- Puente a la Salud Comunitaria (Bridge to Community Health), 223–224
- “Purpose economy,” 189
- The Purpose Economy (Hurst), 357
- Q
- Quimby, Hannah, 15, 112–120, 259, 303, 305, 314–315
- Quimby, Roxanne, 15, 113
- Quimby Family Foundation, 116–120
- R
- Relationship building, between donors and advisors, 379–382
- Relationship building, between donors and nonprofits, 11, 39–40, 62, 99, 109–110, 122, 127–129, 135–136, 147–149, 260, 264, 268, 272, 275, 284–287. See also “Do Something” Generation; Hands-on donor engagement; Site visits; Talent
- Relative Solutions, 237
- Religious practices, decline and changes for next gen, 47
- Research and development (R&D), by philanthropic organizations, 31–32, 41
- Resiliency, 275
- Respect, 128, 147, 275, 422–423. See also Identity of next gen donors; Legacy of families; Multigenerational teams; Relationship building; Values
- Responsibility. See also “Do Something” Generation; Power
- of donors, 111–120
- fiduciary responsibility, 87
- Return on investment (ROI), measurement of, 53
- Revolution, revolutionize, See Impact Revolution
- Revolution Nation, 207
- Ripe for Change, 168
- Risk. See also Failure
- “failing forward” and, 92
- innovation difficulties and, 87–88, 93–96
- transformation and, 272
- Rita J. and Stanley H. Kaplan Family Foundation, 84–91
- Robin Hood Foundation, 28
- Rockefeller, John D., III, 79
- Rockefeller, John D., IV ("Jay"), 76–77
- Rockefeller, John D., Jr., 79
- Rockefeller, John D., Sr., 2, 76, 184, 277
- Rockefeller, Justin, 1, 71, 75–83, 183–187, 288, 349, 400, 414, 424
- Rockefeller, Sharon, 77
- Rockefeller Brothers Fund (RBF), 79–81, 183
- Rockefeller Family Fund (RFF), 77, 79
- Rogers, Victoria, 73, 102–108, 189, 205, 259, 362, 417
- Rohingya, 197
- Root causes, addressing through giving, 52–53, 64–65, 74
- Rosenwald, Julius, 216
- S
- St. Clair, Lucas, 113–116
- Sears, Roebuck and Co., 216
- Segal, Jenna, 129–136, 205, 309, 416, 419
- Selfhelp, 178
- Seydel, John R., III, 2, 100, 179–182, 205–208, 241–242, 344–346, 423–424
- Seydel, Scott, 179
- Shavitz, Burt, 15, 113
- Singer, Peter, 77, 185
- Site visits, 35–36, 38, 100, 117–118, 122, 159, 167, 249, 252, 313–315. See also Hands-on donor engagement; Relationship building
- Slingshot Fund, 157–158, 161–162, 168
- Social change:
- long-term outlook for, 296–297
- by philanthropists, 145–149, 268–270
- Social responsibility of business, 69–70, 74, 78, 94–95, 266. See also Impact investing; Innovation
- Solidaire, 73
- Solomon, Jeffrey, 236
- Soros, Alexander ("Alex"), 15, 195–203, 208, 281, 425
- Soros, George, 15, 195–202
- Soros Foundations, 198–202
- Stanley H. Kaplan Educational Center, 86
- StartingBloc Social Innovation Fellowship, 57
- Stevenson, Bryan, 242
- Stewardship, 55, 60, 204–205, 207. See also Legacy of families; Multigenerational teams; Values
- StoryCorp app, 428
- Strangers in Paradise (Grubman), 239
- Strategy, philanthropic, 49–51, 50
- addressing root causes, 52–53, 64–65, 74
- change in, by next gen donors, 43, 45–49, 63–66, 74
- discussion questions about, 413
- due diligence, 50, 50–51, 57, 91, 159, 249, 252, 255
- example, 53–61
- giving locally and, 61–63
- giving strategy elements, 49–54, 50
- implications of changes in, 63–66
- measuring effectiveness, 53
- overview, 43–44
- passion about strategy and, 44–45
- proactive and focused, 52, 57, 211, 257, 275
- providing clients with, 392–393
- willingness to create, 359–360
- Succession plans, 215, 217, 235. See also Legacy of families; Multigenerational teams
- Sue Duncan Children's Center, 104
- Swayne, Anne, 367–368
- T
- TAG Group, 246
- Talent. See also “Do Something” Generation; Hands-on donor engagement
- examples, 129–145
- giving of, 99, 125–149, 418–419, 421
- overview, 125–127
- for social change, 145–149
- underestimating donors' talents, 127–129, 133–134, 319–320, 361–365
- value of, 128–129, 136–137
- Targeted impact, 300–301
- Tax policy, 501(c)(4) versus 501(c)(3), 200–201
- Teams, intergenerational, See Multigenerational teams
- Technology, influence on philanthropy, 58–59
- Tecovas Foundation, 53–61
- Thought partners, 319
- “Throwing money at a problem,” social change versus, 145–149
- Time, giving of, 420–421. See also “Do Something” Generation; Hands-on donor engagement
- Tipping Point Community, 27–34
- Tools, for defining values, 383–385
- Traditionalists, 20, 232, 375–376
- Traditional philanthropy. See also Innovation; Issue areas of giving; Legacy of families; Next gen donors; Stewardship; Values
- cause preferences of, 12, 47–48, 127, 255, 264
- different approach versus next gen, 58, 66, 71–72, 165
- risk adverse, 91, 94
- transition from, 215
- vehicles of, 49, 64, 83–84, 127, 253
- Transactions, focus on, 285, 379–380
- Transformation, as goal of next gen donors, 270–274. See also Identity of next gen donors; Peer networks; Risk; Strategy
- Transparency, 65, 95, 269, 302–307
- Treat, Steve, 230
- Tuna, Cari, 24–25
- Turnbull, Susan, 210, 292, 355, 389
- Turner, Ted, 2, 100, 179–182, 206–207, 241–242, 345
- Turner Foundation, 181, 208, 345
- 21/64:
- Board Leadership Course, 393
- consulting work of, 168–169, 237, 461
- donor retreats and training, 168
- educational programming of, 168–169
- Grandparent Legacy Project, 428
- Grand Street, 88, 156–157, 161, 168
- Motivational Values Cards, 190, 289–290, 292, 386, 427
- NextGenDonors Retreat, 368–369
- peer learning programming by, 316
- Picture Your Legacy™ Cards, 210, 292, 356, 390, 428–429
- training offered by, 326, 369, 370, 376, 403
- values at, 349
- What Am I Inheriting tool, 428
- U
- Uhuru Capital Management, 78
- United Nations Foundation, 179
- United Way, 300
- V
- Values, 175–191
- aligning and living values, 1, 81, 183–186, 383–387
- aligning portfolios with, 400–401
- balancing family's values with donor's values, 182–183, 207–209
- clarifying, 427
- for decision making, 188–191
- discussion questions about, 423–424
- engagement based on, 288–293
- examples, 179–187
- giving back, 102, 176–177
- learning from previous generations, 2, 177–179, 183, 191, 348–352
- managing up to align within families, 187–188
- motivation and, 175–177
- overview, 175
- passing on, 178–179, 182
- seeking transformation with, 271
- Volunteerism, 101–105, 120–122, 318–319, 361–365
- Volunteers, talking with, 314–315
- W
- Wealth. See also Impact investing; Legacy of families; Multigenerational teams
- Websites, 304
- Weinberg, Harry, 155
- Weinberg, Jenna, 122–123, 152–153, 155–162, 164, 264, 366, 420
- Weiner, Eric, 210, 292, 355, 389
- What Am I Inheriting tool (21/64), 428
- Whitten, Zach, 338–339
- Wild Talk (Woodland Park Zoo), 290
- Wise Philanthropy Advisors, 248–251
- Women, underestimating talents of, 127–129, 133–134, 146, 319, 438
- Woodland Park Zoo, 289–290
- The Woodlands, 222
- Workers' wages, CEO pay compared to, 7–8
- World Bank, 201
- X
- X Prize Foundation, 58–59
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