Advisors and Consultants

2025 Family Philanthropy Network Partner Summit

Posted on September 16, 2025 by Miki Akimoto

Join us for the 2025 NCFP Family Philanthropy Network Partner Summit to hear about trends and research in the field and connect with peers in family philanthropy. Designed for regional philanthropy networks, financial institutions, and consultants who support giving families, the summit will provide attendees with resources to help you advance effective family philanthropy practices with your members and clients… Read More

An Orientation to NCFP: Making the Most of Your Membership

Posted on July 11, 2025 by Sarah Slobodien Dovere, Tess McNair, Sokol Shtylla, Jason Born

Attendees sitting at a table at an NCFP event
Whether your organization is a new member of NCFP, you’ve recently joined your team, or you want a refresher on NCFP’s offerings, please join us for this orientation to learn how to make the most of your membership. You’ll hear about how NCFP can help you navigate your philanthropy through our programs, services, and customized support. Learn more about NCFP’s… Read More

An Orientation to NCFP: Making the Most of Your Membership

Posted on May 2, 2025 by Sarah Slobodien Dovere, Tess McNair, Daria Teutonico, Nicholas A. Tedesco, Jason Born

Attendees sitting at a table at an NCFP event
Whether your organization is a new member of NCFP, you’ve recently joined your team, or you want a refresher on NCFP’s offerings, please join us for this orientation to learn how to make the most of your membership. You’ll hear about how NCFP can help you navigate your philanthropy through our programs, services, and customized support. Learn more about NCFP’s… Read More

Strategic Lifespan Peer Network: Supporting Transformative Change: The Fred and Barbara Erb Family Foundation

Posted on March 12, 2025 by Melissa Damaschke, John Erb

Driven by a desire to address urgent needs and create lasting change in a shorter time frame, the Fred and Barbara Erb Family Foundation decided in 2022 to spend down its assets by 2034. Join Board Chair John Erb and President Melissa Damaschke to hear what they have learned from the first three years into their 12-year sunset process. Learn… Read More

Strategic Lifespan Peer Network: How Limited Life Foundations Are Responding to Today’s Philanthropic Landscape

Posted on March 12, 2025 by Kate Ritter Repen, Anne Marie Toccket, Priscilla Enriquez

Reductions in federal funding and social services have created immense challenges for the nonprofit sector. How are limited life foundations, and those considering spending down, responding? Have foundations reconsidered their grantmaking strategies or adjusted other core practices? For those already on the path to spend down, has the current situation affected their spend down timeline or process? Learn from the… Read More

Responding to the Opioid Crisis: What are the Opportunities for Funders to Make a Difference?

Posted on January 17, 2025 by Kimberly Lindsay, Krishna J. Chari, Psy.D, Crystal Smallwood, Karen A Scott, MD, MPH, Erin Borla

The opioid epidemic continues to be a major public health crisis affecting both rural and urban areas. In 2023 alone over 80,000 Americans died from an opioid overdose. Communities face specific challenges in dealing with this crisis based on their location. These challenges include prevention methods, immediate services provision, and ongoing treatment. All funders – not just those focused on health… Read More

Strategic Lifespan Peer Network: A. James & Alice B. Clark Foundation: Investing in Partners to Ensure the Foundation’s Mission Lives On

Posted on December 19, 2024 by Sarah Elbert, Ashley Davis, Kate Ritter Repen, Joe Del Guercio

The Clark Foundation is nearing the conclusion of its decade-long sunset strategy. The foundation, founded in 1987, began its 10-year $1.3B spenddown in 2016, partnering with organizations to educate future engineering leaders, support veterans and their families, and expand opportunities for the Washington, DC community. Currently in its final year, the foundation remains focused on ensuring that their partners have… Read More

Strategic Lifespan Peer Network: The Spend Down Journey of the Mighty Arrow Family Foundation

Posted on December 19, 2024 by Kim Jordan, Jordana Barrack, Priscilla Enriquez

Why did the Mighty Arrow Family Foundation decide to spend down its assets by 2040? What are the values underlining that decision? What do they hope their impact will be? Join us for a conversation with Kim Jordan, founder, and Jordana Barrack, executive director, who will share insights about the decision to sunset the foundation and lessons from the process. Hear about… Read More

Save the Date: Fourth Quarter BIPOC Leaders Peer Network

Posted on December 17, 2024

NCFP’s BIPOC Leaders Peer Network, chaired by Audrey Jacobs and Dr. LaTonya Penny, is a learning and connection space for leaders of color in family philanthropy. Designed for donors, trustees, staff members, and advisors of family philanthropies, the network offers opportunities to to address the challenges and opportunities BIPOC leaders encounter within family philanthropies and family systems. More information about… Read More

BIPOC Leaders Peer Network: The Importance of Diversity, Equity, and Inclusion for Meeting Your Mission

Posted on December 17, 2024 by LaTonya Penny, D.Min., Audrey Jacobs

Making the world a better place for all is central to the mission of many philanthropic institutions. Despite that goal, many funders are currently struggling to recognize the ways that the values of diversity, equity, and inclusion work in service of their missions. Join us for a discussion about tools and strategies that connect intent to impact, led by network… Read More

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