Situation·Philanthropy

Philanthropy isn't a giving problem

It's a purpose problem.

Stone aqueduct arches, Montpellier

What outlasts the building is the intention it was built to serve.

Liquidity

A founder whose business just sold, suddenly carrying ten times the philanthropic capacity his family's giving has ever been built for, and no framework for scaling intention alongside the checking account.

Mission

A second-generation member watching a foundation drift a little further each year from the mission her parents named, without the standing to redirect it.

Meeting

A family whose annual giving has grown from a few gifts into a seven-figure program, and whose annual giving meeting has become the most tense meeting of the year.

Return

A founder whose giving has been quietly significant for two decades, now feeling, without quite being able to say why, that it never produced what he meant it to produce.

Most families thinking about their philanthropy have done more than think about it

They've set up a foundation or opened a donor-advised fund. They've worked with an advisor. They give consistently, often generously, to organizations they believe in. They've been at it for years, sometimes for generations. On paper, the philanthropy looks serious.

What the structure usually misses is that purpose doesn't come from giving. Giving comes from purpose.

The diagnostic engine

The vehicle before the mission, and the wrong scoreboard

First, the order.

Families design the vehicle before they name the mission

A foundation gets established, or a donor-advised fund gets opened, because a liquidity event made it necessary or an advisor recommended it. The structure exists before the family has agreed on what they want the giving to accomplish.

The vehicle then becomes the conversation stand-in — we have a foundation, so we must be doing philanthropy — when the foundation is where the missing conversation is coming due.

Second, the scoreboard.

Philanthropy gets graded on dollars out, not on what the dollars did

Dollars given, organizations supported, tax efficiency achieved: these are real, they're trackable, and they show up in the annual report. What the giving actually produced — family alignment, a next generation that shows up because the work is theirs, relationships in communities that matter, a clearer sense of what this family is for — is harder to measure, and so it rarely gets measured at all.

The giving grows. The producing, often, doesn't. And the family is left with a foundation that does what it was built to do, and still somehow isn't doing what they meant.

The work Aven does

We begin with the family, not with the giving

The work Aven does in philanthropy begins with the family, not with the giving. Before we recommend a new structure, before we evaluate organizations, before we redesign a grant strategy, we work the upstream question: what is this family's giving for?

What has to be true about the giving for it to serve the family as well as the recipients? Then we design structure, process, and measurement around those answers, not the other way around.

The FEQ is the first instrument.

If this is the conversation you're in, start one with us.

What good philanthropy produces

Coherence

Coherence between what a family says it believes and where the money actually goes. Coherence between the generation that built the wealth and the generation that will carry what the wealth was for.

The foundation and the giving matter. What the work produces that outlasts both is a family that knows what it's for.

Two ways to start

Owners arrive in two states of readiness

We respect the difference.

Giving is the act.
Philanthropy is the work