Strategic planning for family foundations

Mark PetersenWorkshops

In October, Stronger Philanthropy hosted a weekend strategic planning session for a multigenerational family foundation in Vancouver BC.  In interactive sessions, we considered mission, vision and values for family giving, to strengthen the focus for future philanthropy and to ensure everyone is on the same page.  We introduced some practical tools to strengthen their family philanthropy.  Most importantly, the next … Read More

Lance Robinson: Strategic focus (S2:E6)

Mark PetersenPodcast

The Stronger Philanthropy Podcast is pleased to introduce listeners to Lance Robinson, the CEO of Equitas Group, a Knoxville, Tennessee-based foundation.   Lance brings a strategic and thoughtful focus to his family’s philanthropy.  This process is often a challenge for other wealthy families.  Under Lance’s leadership, he has ensured the foundation will do more than just give reactive grants, but … Read More