Strengthen your current governance and encourage your next generation of philanthropy. 

Strong governance and thoughtful succession planning are two essential components for sustaining and growing your philanthropic impact. Whether you are navigating a leadership transition, engaging the next generation, or adapting to a new strategic direction; having the right structures and practices in place makes all the difference. TPI brings decades of experience in working with families, public and private foundations, companies, and community partners to develop effective boards, leadership plans, and governance tools. Our approach ensures your philanthropic endeavors remain grounded and adaptable.  

HOW WE CAN HELP

  • Facilitate planning meetings or retreats to help navigate challenging dynamics and new perspectives 
  • Develop governance structures, policies, trustee handbooks, leadership succession plans, board member and committee recruitment plans, and board orientation policies
  • Support the development of a strong board culture, including specific roles and responsibilities and clarifying roles of board and staff 
  • Lead a board self-assessment process to identify strengths, concerns, and areas for improvement 
  • Create a plan and timeline for engaging younger generations in a family’s philanthropy, creating policies and structures that offer flexibility and varying rolesAssess and advise on a foundation’s governance structure and/or philanthropic operations 

“This family had never been involved with philanthropic activity at this level, and suddenly overnight had the responsibility to handle a big grantmaking budget every year. They didn’t know how. TPI helps make the administration of the foundation so much more meaningful than if the family were administering it on their own.”

Andy Stamelman, Trustee, Benjamin Foundation