Research and Education

Writing and Articles

What is the Advisor’s Responsibility? STEP Journal (Issue 5, 2020)

Excerpt: HOW TO BRING THE NEXT GENERATION INTO THESE DISCUSSIONS AND THE DECISION-MAKING PROCESSIt is expected that the next generation, whether through wealth transfer or wealth creation, will usher in a ‘golden age’ of philanthropy. Research has shown that generation X and millennials are eager...

The invisible infrastructure of giving – and why it matters

Charitable giving may seem like a fairly straightforward exchange: from donor to charity. But it is actually made up of many layers and multiple dynamics, many of which are invisible. This – the giving infrastructure – is what connects donors, charities, and social causes. Some consider that...

Professionalizing Foundations

My research at the Centre for the Study of Philanthropy & Public Good, St Andrews University, focuses on foundation staff, reflecting on their roles as professionals within foundations and exploring relationships inherent in the development of a foundation. Professionalization is an important...

Remote working: Bringing us closer

Remote working is not just for technology companies, outsourcing or freelancers.  Even after Melissa Mayer’s highly publicized 2013 decision to axe remote working at Yahoo!, the 2014 American Community Survey cited that 3.7 million Americans were working remotely, on at least a half-time basis,...

Enterprising Prizes

The Social EnterPrize Awards were created by the Trico Charitable Foundation in 2011 to recognize and celebrate leadership and excellence in social entrepreneurship across Canada.  The awards look for the best practices, social impact and innovation of organizations and their social...

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