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While successful businesses benefit from disciplined operations and strategic planning, the management of family wealth is often eclipsed by the needs of the business and improperly delegated to trusted business executives. Ostensibly practical, this approach of embedding the family office inside a business can result in a loss of critical long-ter...

Deb Hoover served as President and CEO of Burton D. Morgan Foundation for 15 years, and during that time she played an integral role in fulfilling the donor’s vision of advancing entrepreneurship in northeast Ohio. She has also served in leadership roles for two other private foundations. Deb will share a number of practical tips for families with ...

Family philanthropy can be transformative for both family members and the communities they serve, sometimes with an impact that lasts generations. However, achieving a positive, enduring impact requires purposeful decision making throughout the lifespan of the family’s philanthropic work. This guide contains worksheets that first help you, as an in...

Along with the guidance of “Defining Your Philanthropic Purpose,” this Road Map workbook will provide donors and their family members with the ability to chart and gain a better understanding of their family’s hope and plans for collaborative, meaningful, and effective philanthropy. As a Road Map, it can become a framework for shared strategies and...

The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements. Given these change...

The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements. Given these change...

The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements. Given these change...

The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements. Given these change...

The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements. Given these change...

While business continuity planning and good crisis management are important, organizational resilience encompasses much more. An integrated approach to resilience provides organizations a competitive advantage over less-prepared peers, as well as the ability to adapt to constantly changing external circumstances. Organizations would be well-served ...

If you’re philanthropically inclined, you can contribute your life insurance to a 501(c)(3) public charity, like a donor-advised fund. There are two primary methods to contribute life insurance to charity, and each one has different timing and tax benefits. Using a case study, the two options illustrate how donations can maximize the charitable imp...

Artificial Intelligence (AI), including generative AI, has the power to transform your enterprise—to the extent you can integrate its capabilities and drive adoption. In other words, the limit is not within the technology itself, but within your ability to imagine and implement practical applications. Getting started with AI is about more than how ...

Artificial Intelligence (AI) is rapidly becoming an integral part of our daily lives and workplaces. With AI’s growing prevalence, organizations must consider developing not only an AI strategy but also a robust internal AI policy. This guide outlines the reasons for establishing an internal AI policy, the stakeholders involved, essential policy co...

With artificial intelligence’s (AI) prevalence, companies must consider developing not only an AI strategy but also a robust internal AI policy. Download this checklist for a step-by-step guidance on how to create an internal AI policy for your organization. For the in-depth insights on developing an internal AI policy, explore the Comprehensive Gu...

The explosion of the use of philanthropic vehicles, coupled with massive intergenerational wealth transfer, means that affluent families are giving in more ways, both collectively and individually. Taking a deeper look, researchers found that as families evolve, they face common dilemmas regarding their philanthropy—most critically, the choices the...