Unit 1: Assessing Readiness & Goals
Is your community foundation in the exploratory or early planning stage of delivering family philanthropy services? Have you started services but want to test your internal capacity and alignment for expanding them? This unit provides tools and stories to get you started.
DISCUSS: Setting Goals
What is your primary goal for developing family philanthropy services? A few years ago, The Philanthropic Initiative (TPI) surveyed community foundations about their primary and secondary goals for those services. TPI categorized the impact on three types of beneficiaries in this chart:
DISCUSS: Top 10 Ways to Position Your Community Foundation to Serve Families
NCFP developed this checklist based on the advice we heard from subscribers to our Community Foundation Family Philanthropy Network. Use it as a quick starting point for personal reflection or as an action planning tool after your foundation has completed the Self-Assessment tool.
WATCH (61 minutes): Readying Your Community Foundation to Serve Philanthropic Families
In this 2017 webinar, staff from the Central Indiana Community Foundation describe the foundation’s 15-year journey to develop, redevelop, and expand its philanthropic services for families.
