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Insights

Substance over noise. Transparent working papers for families who treat philanthropy as a discipline - not posts, but durable thinking that positions Addison as the field's strategic advisor.






How established advisors vet organizations, coordinate donors, and report on outcomes — the same
disciplined architecture that underpins our work.

Philanthropy Roundtable — Philanthropic Programs & Services

Strategic Philanthropy

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Why infrastructure and coordination, not generosity alone, produce lasting impact.

A serious examination of how networks of donors and institutions produce durable results over decades,
not headlines.

National Affairs — On Coordinated Giving

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On why patient coordination and strong civil-society institutions outlast one-off giving.

Capital Research Center

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A practitioner's view of what separates giving that compounds from giving that fades.

Philanthropy Daily

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Family Office & Family Philanthropy

Coordinating capital, values, and legacy across generations.

How philanthropy fits within holistic wealth and legacy planning for families and family offices.

DonorsTrust — For Advisors

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A framework for unifying a family's resources, values, and goals into one coordinated strategy.not headlines.

National Christian Foundation — Giving Strategy

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A thorough, non-partisan reference on the structures families use to give across generations.

National Center for Family Philanthropy

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On protecting a donor's intent across generations, the governance question at the heart of lasting family
philanthropy.

Philanthropy Roundtable — Donor Intent

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On preparing heirs and passing down values, not just valuables.

National Christian Foundation — Passing On Values

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Practical steps for bringing the next generation to the table and planning for succession.

National Christian Foundation — Building a Legacy

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How successor-advisors carry a family's charitable intent forward across generations.

DonorsTrust — Planned Giving

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Charitable Giving & 501(c)(3) Strategy

Choosing the right vehicle and capturing the efficiencies that come with it.

A disciplined, low-overhead model for administering charitable giving.

DonorsTrust — How It Works

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Plain-language mechanics of donor-advised funds, including the advantage of giving appreciated assets.

National Philanthropic Trust — What Is a Donor-Advised Fund?

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A lower-burden alternative to a private foundation, with grantmaking on the donor's terms.

DonorsTrust — Donor-Advised Funds

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A giving vehicle built around legacy, succession, and family engagement.

National Christian Foundation — Donor-Advised Fund

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A clear side-by-side on control, cost, privacy, and the tax treatment of each vehicle.

National Philanthropic Trust — DAF vs. Private Foundation

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How legal structure shapes a donor's control, authority, and flexibility.

Foundation Source — Private Foundations vs. Donor-Advised Funds

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Diligence & Impact

How serious donors evaluate organizations and judge what their giving produces.

A rigorous, skeptical look at how to judge philanthropic effectiveness over the long term.

Hudson Institute — Bradley Center

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Field-tested guides on effectiveness, from higher-education funding to institutional impact.

Philanthropy Roundtable — Guidebooks

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A practical method for vetting an organization before a major gift, scaled to the size of the commitment.

Milken Institute — Philanthropic Due Diligence

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