We had the opportunity recently to talk with Tavan Pechet, the President of Pechet Advisors. He has advised clients from entrepreneurs to inheritors to widows, controlling assets from $20 million to over $5 billion. Given that amazing background and knowledge, we wanted to pick his brain on non-profit investment management. How should a non-profit organization…
The team at Starfish Impact is lucky. Every day we are inspired by the work of our clients, from non-profit organizations with incredible missions to individuals and families that make philanthropy a priority to corporations that invest in their communities. But what really impresses us is innovation – thinking outside of the box, finding a…
Whether you’re a philanthropic family or a formal foundation, chances are you’ve taken a moment to think about passing on your values to future generations. It is a tough situation. Will the next generation care as much as you do? Will they change the focus of your philanthropy? Will they carry out your mission the…
Committees. Love them or hate them, they are a necessary part of having a productive Board of Directors. Almost every organization we work with has committees, but not every organization has committees that perform well. Sound familiar? In order to help your committees run smoothly, the team at Starfish Impact created an easy Committee Audit…
We hear it all the time from foundations, “I wish organizations would stop emailing me questions they can easily look up on our website.” At the same time, we hear from non-profits all the time, “How am I supposed to build a relationship with a foundation?” Unfortunately, asking about grant guidelines, deadlines, or funding areas…
Ah, April – the season for accounting and paperwork. In the spirit of looking back, organizing, and checklists we put together a list of things all family foundations should be considering on an annual basis. Although it’s hard to make time for reflection, making time to consider the following areas once a year is key…