Building a philanthropy strategy

The trustees of a family charitable foundation, funded by the family, were increasingly struggling with mixed messages about what causes the foundation was there to support. Family members had different interests but there was no way to feed these through to the trustees, who felt pressurised by some family members to support particular causes but had little communication with other family members.


We worked with this family to develop a clear vision for their foundation and to agree a strategy for the main fund, while creating flexibility for individual family members to support their own charitable projects and areas of passion. The governance and communication mechanisms established between the family and trustees provided a solid platform from which they could move forward.