INDEX

A

  1. Abundance (Diamandis)
  2. Acumen Fund
  3. Addepar
  4. Advisors to donors
    1. advice for
    2. implications for
    3. listening to clients
  5. Alexander Soros Foundation
  6. Andrea and Charles Bronfman Philanthropies
  7. Angel investors
  8. Ariel Investments

B

  1. Baby Boomers
  2. Bay Area Wilderness Training
  3. B Corps
  4. Belsky, Erica
  5. Belsky, Scott
  6. Best, Charles
  7. Bill & Melinda Gates Foundation
  8. Birthright Israel
  9. Blended value approach
  10. Blurring boundaries, across sectors
  11. Board members
    1. age of
    2. involvement of
  12. BoardSource
  13. Bono
  14. Boston College Center on Wealth and Philanthropy
  15. Bradley, Bill
  16. BridgeWorks
  17. Buffett, Warren
  18. Burt’s Bees
  19. Bush, William H.

C

  1. Carnegie, Andrew
  2. Causes of philanthropists. See Issue areas of giving
  3. CEO pay, workers’ wages compared to
  4. Chan, Priscilla
  5. Chan Zuckerberg Initiative (CZI)
  6. Charitable limited liability companies (LLC)
  7. City Light Capital
  8. CNN
  9. Code.org
  10. Cohen, Josh
  11. Collective giving. See also Crowdfunding; Giving circles; Giving collaboratives; Peer networks; Pooled funds
  12. Committees, donors on
  13. Consulting groups, for multigenerational donor teams. See also individual names
  14. Council for Relationships
  15. Creative Time
  16. Crowdfunding. See also Collective giving; Pooled funds
  17. Cynthia and George Mitchell Foundation

D

  1. Decision making, values-aligned
  2. Defy Ventures
  3. Devon Energy
  4. Diamandis, Peter
  5. Disruption
    1. in charitable giving
    2. for innovation
  6. Divesting
  7. d.light
  8. Donor-advised funds
  9. DonorsChoose.org
  10. Dorothy A. Johnson Center for Philanthropy, at Grand Valley State University
  11. “Do Something” Generation
    1. examples
    2. going “all in” by
    3. hands-on donor engagement by
    4. overview
    5. power and humility of
    6. power and responsibility of
    7. site visits
    8. See also Hands-on donor engagement; Next gen donors; Peer networks; Relationship building; Site visits; Talent
  12. DoSomething.org
  13. Due diligence
  14. Duke, Marshall
  15. Duncan, Arne

E

  1. Economic Policy Institute
  2. Emory University
  3. Erikson, Erik
  4. Estate planning
    1. “above the line” and “below the line” conversations about
    2. ethical wills
    3. See also Legacy of families; Multigenerational teams

F

  1. Facebook, founder. See Zuckerberg, Mark
  2. Facebook generation
  3. Face-to-face encounters. See Hands-on donor engagement
  4. Failure
    1. consequences of
    2. “failing forward”
    3. learning from
  5. Families, advice for. See also Family foundations; Legacy of families; Multigenerational teams; Narrative of families
  6. Family foundations
    1. advice for
    2. changing approaches
    3. family narrative and
    4. leadership of
    5. See also Legacy of families; Multigenerational teams; individual names of foundations
  7. Fiduciary responsibility
  8. Fithian, Scott
  9. Fithian, Todd
  10. 501(c)(3)
  11. 501(c)(4)
  12. Fivush, Robyn
  13. Fonda, Jane
  14. Forbes
  15. Ford, Henry
  16. Fuller, Buckminster
  17. Funders for Justice
  18. Funding mechanisms, new types of. See Innovation
  19. Fundraising
    1. by middle-man organizations
    2. implications for fundraisers
    3. thermometer model
    4. to attract next gen

G

  1. Galeti, Mary
  2. Gates, Bill
  3. Gates, Melinda
  4. Gates Foundation. See Bill & Melinda Gates Foundation
  5. GenerationEngage
  6. Generation Impact (Goldseker, Moody), overview
  7. “Generative” years
  8. Generational differences. See Innovation; Issue areas for giving; Next gen donors; Traditional philanthropy
  9. Generational personalities. See also Baby Boomers; Gen X; Gen Z; Millennials; Traditionalists
  10. Gen X
    1. global awareness and local giving by
    2. profile of (See also Next gen donors)
  11. Gen Y. See Millennials
  12. Gen Z
  13. Give back, obligation to as motive for giving
  14. Giving collaboratives. See also Collective giving; Crowdfunding; Peer networks
  15. Giving circles. See also Collective giving; Pooled funds
  16. Giving locally
  17. Giving Pledge
  18. “Giving while living”
    1. next gen donors’ preference for
    2. simultaneous giving by multiple generations (See also Multigenerational teams)
  19. Glidden, Joseph
  20. GlobalGiving
  21. Golden Age of Giving
    1. impact of
    2. implications for social change
    3. next gen donors giving at early stages of life
    4. overview (See also Strategy)
    5. revolution during (See also Impact Revolution)
    6. transformation in strategy
    7. wealth concentration and transfer and
    8. See also Innovation; Peer networks
  22. Goldseker, Morris
  23. Goldseker, Sharna
  24. Goldseker Foundation
  25. Good Ventures
  26. Grand Street (21/64)
  27. Grants
    1. alternative funding models
    2. grantmaking and changing strategies
  28. Grassroots.org
  29. Grubman, James

H

  1. Haas, Peter
  2. Hands-on donor engagement
    1. face-to-face encounters
    2. See also “Do Something” Generation; Relationship building; Talent
  3. Harry & Jeanette Weinberg Foundation
  4. HEKDESH
  5. Hurst, Aaron

I

  1. Identity of next gen donors
    1. “becoming” process and
    2. difficulty of launch and
    3. example
    4. generational personalities
    5. “generative” years
    6. identity capital, defined
    7. identity journey
    8. overview
    9. philanthropic identity, defined
    10. proactive development by next gen donors
    11. trend of giving at early stages of life
  2. Impact investing
  3. Impact Revolution
    1. changing impact instead of issues
    2. example
    3. focus of next gen donors
    4. future of
    5. importance of Seeing impact
    6. nonprofits and donors working together for
    7. overview
    8. See also Golden Age of Giving; Measurement; Next gen donors
  4. Innovation
    1. advocacy, policy, and movement giving
    2. blurring boundaries across sectors
    3. difficulties of
    4. disruption of traditional philanthropy
    5. examples
    6. overview
    7. social business and enterprise
    8. through creative new funding mechanisms
    9. traditional vehicles versus
    10. See also Collective giving; Impact investing; Next gen donors; Traditional philanthropy
  5. Institute for Philanthropy
  6. Intergenerational cooperation. See Multigenerational teams
  7. IRS
  8. Issue areas of giving
    1. changing impact instead of issues
    2. orphan causes
    3. preferences of next gen donors
    4. social change and
    5. social responsibility of philanthropists and
    6. of traditional philanthropists compared to next gen donors
    7. See also Legacy of families; Peer networks; individual names of philanthropists

J

  1. Jackson, Jesse
  2. Japan Society
  3. Jay, Meg
  4. Jewish Community Center of Manhattan
  5. Jobs, Steve

K

  1. Kaplan, Stanley H.
  2. Kellner, Peter
  3. Kickstarter
  4. King, Martin Luther, Jr.
  5. Kiva.org
  6. Krawcheck, Sallie

L

  1. Lab School
  2. Learning by donors
    1. about philanthropy
    2. from failure
    3. from parents/grandparents
    4. from peers
    5. hands-on (See Hands-on donor engagement)
    6. impact of
  3. LearnPhilanthropy (Dorothy A. Johnson Center for Philanthropy)
  4. Legacy communities
  5. Legacy of families
    1. examples
    2. family narrative and
    3. intergenerational communication about
    4. learning about past and
    5. overview
    6. respecting generational personalities (See also Multigenerational teams)
    7. stewardship of
    8. See also Traditional philanthropy; Values
  6. Leverage, by peer networks
  7. Levi Strauss
  8. Listening, importance of
  9. Local giving. See Giving locally
  10. Lorenz, Katherine
  11. Low- and no-interest loans See also Microloans
  12. Lurie, Daniel

M

  1. Masquerade (Soros)
  2. Maverick Collective
  3. McCormack, Elizabeth J.
  4. Measurement
    1. as element of giving strategy
    2. of results
    3. opposed to business goals
  5. Mette-Marit, Crown Princess of Norway
  6. Michael Kors
  7. Microloans. See also Low- and no-interest loans
  8. Middle-man organizations
    1. alternative funding models to (See also Innovation)
    2. changing strategy in philanthropy, implications for
  9. Millennials
    1. global awareness and local giving by
    2. misconceptions about
    3. profile of
    4. sense of purpose of
    5. work-life balance
    6. See also Generational personalities; Identity of next gen donors; Next gen donors
  10. Mimi and Peter Haas Fund
  11. Mitchell, Cynthia
  12. Mitchell, George
  13. Mitchell, Pat
  14. Mitchell Energy & Development Corp.
  15. Moody, Michael
  16. Morality. See also Values
  17. Moskovitz, Dustin
  18. Motivation for giving. See also Values
  19. Motivational Values Cards
  20. Movement giving
  21. Multigenerational teams
    1. advantage of
    2. advice for
    3. building peerage in
    4. cooperation of
    5. example
    6. intergenerational communication about family legacy
    7. multiple generations working together
    8. role of younger generation on
    9. succession plans
  22. Museum of Modern Art (MoMA)

N

  1. Narrative of families
    1. ascending, descending, or oscillating
    2. importance of understanding
    3. talking about
  2. Nathan and Lillian Weinberg Foundation
  3. National Academies of Science
  4. Next gen donors
    1. advice for
    2. causes of traditional philanthropists compared to
    3. donor collaboratives and
    4. earners vs. inheritors
    5. Gen X as
    6. giving of time by (See “Do Something” Generation; Hands-on donor engagement)
    7. government and
    8. Impact Revolution of
    9. leaders of Golden Age of Giving
    10. Millennials as
    11. overview
    12. nonprofits and (See Relationship building)
    13. profile of
    14. talent contributed by (See Talent)
    15. See also “Do Something” Generation; Identity of next gen donors; Impact Revolution; Innovation; Legacy of families; Peer networks; Stewardship; Strategy; Multigenerational teams; Values
  5. Nonprofit organizations
    1. advice for
    2. donors contributing to established institutions
    3. engagement offered by
    4. funding of operations versus programs by donors
    5. implications for
    6. See also Board members; Hands-on donor engagement; Relationship building, Site visits; Talent

O

  1. Obama, Barack
  2. Ojjeh, Sara
  3. 1—1—1- model
  4. Open Philanthropy Project
  5. Open Society Foundation
  6. Organizing, giving for. See Movement giving

P

  1. Parker, Sean
  2. Partovi, Hadi
  3. Passion, about strategy
  4. Passport (Jewish Community Center of Manhattan)
  5. “Peanut butter” method of philanthropy
  6. Peerage, on multigenerational teams
  7. Peer networks
    1. educational resources for
    2. example
    3. inspiration of
    4. overview
    5. peer giving as strategic giving
    6. peer influence and
    7. potential of
    8. transformation versus transaction in
    9. See also Collective giving; Giving circles
  8. Pencils of Promise
  9. Philanthropic identity. See Identity of next gen donors
  10. Picture Your Legacy Cards (21/64)
  11. Political donations
    1. as giving for advocacy, policy, and movements
    2. 501(c)(4) and
    3. for social change
  12. Pollack, Michele
  13. Pooled funds. See also Collective giving; Crowdfunding; Giving circles
  14. Popper, Karl
  15. Population Services International (PSI)
  16. Power
    1. balance of, in philanthropy
    2. economic
    3. for social change
    4. responsible use by next gen donors
  17. Program-Related Investments (PRIs)
  18. Puente a la Salud Comunitaria (Bridge to Community Health)
  19. “Purpose economy”

Q

  1. Quimby, Hannah
  2. Quimby, Roxanne
  3. Quimby Family Foundation

R

  1. Relationship building, between donors and nonprofits. See also “Do Something” Generation; Hands-on donor engagement; Site visits; Talent
  2. Relative Solutions
  3. Religious practices, decline and changes for next gen
  4. Research and development (R&D), by philanthropic organizations
  5. Resiliency
  6. Respect. See also Identity of next gen donors; Legacy of families; Multigenerational teams; Relationship building; Values
  7. Responsibility
    1. of donors
    2. fiduciary responsibility
    3. See also “Do Something” Generation; Power
  8. Return on investment (ROI), measurement of
  9. Revolution, revolutionize. See Impact Revolution
  10. Revolution Nation
  11. Ripe for Change
  12. Risk
    1. “failing forward” and
    2. innovation difficulties and
    3. transformation and
    4. See also Failure
  13. Rita J. and Stanley H. Kaplan Family Foundation
  14. Robin Hood Foundation
  15. Rockefeller, John D.
  16. Rockefeller, John D. (“Jay”)
  17. Rockefeller, John D., Jr.
  18. Rockefeller, John D., Sr.
  19. Rockefeller, Justin
  20. Rockefeller, Sharon
  21. Rockefeller Brothers Fund (RBF)
  22. Rockefeller Family Fund (RFF)
  23. Rogers, Victoria
  24. Rohingya
  25. Root causes, addressing through giving
  26. Rosenwald, Julius

S

  1. St. Clair, Lucas
  2. Sears, Roebuck and Co.
  3. Segal, Jenna
  4. Selfhelp
  5. Seydel, John R.
  6. Seydel, Scott
  7. Shavitz, Burt
  8. Singer, Peter
  9. Site visits. See also Hands-on donor engagement; Relationship building
  10. Slingshot Fund
  11. Social change, by philanthropists
  12. Social responsibility of business. See also Impact investing; Innovation
  13. Solidaire
  14. Solomon, Jeffrey
  15. Soros, Alexander (“Alex”)
  16. Soros, George
  17. Soros Foundations
  18. Stanley H. Kaplan Educational Center
  19. StartingBloc Social Innovation Fellowship
  20. Stevenson, Bryan
  21. Stewardship. See also Legacy of families; Multigenerational teams; Values
  22. Strangers in Paradise (Grubman)
  23. Strategy, philanthropic
    1. addressing root causes
    2. change in, by next gen donors
    3. due diligence
    4. example
    5. giving locally and
    6. giving strategy elements
    7. implications of changes in
    8. measuring effectiveness
    9. overview
    10. passion about strategy and
    11. proactive and focused
  24. Succession plans. See also Legacy of families; Multigenerational teams
  25. Sue Duncan Children’s Center

T

  1. TAG Group
  2. Talent
    1. giving of
    2. examples
    3. for social change
    4. overview
    5. underestimating donors’ talents
    6. value of
    7. See also “Do Something” Generation; Hands-on donor engagement
  3. Tax policy, 501(c)(4) versus 501(c)(3)
  4. Teams, intergenerational. See Multigenerational teams
  5. Technology, influence on philanthropy
  6. Tecovas Foundation
  7. The ASSOCIATED Jewish Community Federation of Baltimore
  8. The Defining Decade (Jay)
  9. The Grantmaking School (Dorothy A. Johnson Center for Philanthropy)
  10. The ImPact
  11. The Philanthropy Workshop (Institute for Philanthropy)
  12. The Woodlands
  13. “Throwing money at a problem,” social change versus
  14. Time, giving of. See “Do Something” Generation; Hands-on donor engagement
  15. Tipping Point Community
  16. Traditionalists
  17. Traditional philanthropy
    1. cause preferences of
    2. different approach versus next gen
    3. risk adverse
    4. transition from
    5. vehicles of
    6. See also Innovation; Issue areas for giving; Legacy of families; Next gen donors; Stewardship; Values
  18. Transformation, as goal of next gen donors. See also Identity of next gen donors; Peer networks; Risk; Strategy
  19. Transparency
  20. Treat, Steve
  21. Tuna, Cari
  22. Turnbull, Susan
  23. Turner, Ted
  24. Turner Foundation
  25. 21/64
    1. consulting work of
    2. donor retreats and training
    3. educational programming of
    4. Grand Street
    5. Motivational Values Cards
    6. Picture Your Legacy Cards

U

  1. Uhuru Capital Management
  2. United Nations Foundation

V

  1. Values
    1. aligning and living values
    2. balancing family’s values with donor’s values
    3. for decision making
    4. examples
    5. giving back
    6. learning from previous generations
    7. managing up to align within families
    8. motivation and
    9. overview
    10. passing on
    11. Seeking transformation with
  2. Volunteerism

W

  1. Wealth
    1. earned versus inherited
    2. inheritors and family narrative (See also Legacy of families)
    3. inheritors’ attitude toward predecessors’ successes (See also Identity of next gen donors)
    4. wealth disparity in U.S.
    5. wealth transfer within families
    6. See also Impact investing; Legacy of families; Multigenerational teams
  2. Weinberg, Harry
  3. Weinberg, Jenna
  4. Weiner, Eric
  5. Wise Philanthropy Advisors
  6. Women, underestimating talents of
  7. Workers’ wages, CEO pay compared to
  8. World Bank

X

  1. X Prize Foundation

Z

  1. Zaiman, Elana
  2. Zuckerberg, Mark
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