Advisors and Consultants

Meaningfully Engaging Next-Generation Adults in Your Family Philanthropy

Posted on March 21, 2024 by Jenna Mulhall-Brereton, Cara Binder-Kopchick, Theo Avery, Nicholas A. Tedesco, Kelly D. Nowlin

One of the most important moments in the life of a family’s philanthropy is when those who are currently managing the efforts formally welcome members of the next generation—or generations—into the work. At any stage this process requires careful planning, but formally doing so when they are adults can be particularly complex. It can come with myriad challenges, but also… Read More

Save the Date: Fourth Quarter Strategic Lifespan Peer Network

Posted on February 28, 2024

NCFP’s Strategic Lifespan Peer Network is for board members, foundation staff, advisors, and others in the family philanthropy field that are considering or have decided to spend down their assets. It is chaired by Priscilla Enriquez, and Anne Marie Toccket. Meet colleagues in this confidential, safe space while discussing tactics, strategies, and timely questions about limited lifespan foundations. More information… Read More

Save the Date: Fourth Quarter Rural Funders Peer Network

Posted on February 9, 2024

NCFP’s Rural Funders Peer Network, chaired by Erin Borla and Wynn Rosser, provides a space for learning and discussion for philanthropic families and community foundations working in rural areas, including those funding in rural Tribal places. More information about the topic for this event is forthcoming. In the meantime, please save the date on your calendar and we will let you… Read More

Rural Funders Peer Network: Rural Libraries as Community Hubs

Posted on February 9, 2024 by Darryl Tocker, Stephanie Chase, Erin Borla, Wynn Rosser

Rural libraries are more than repositories of books. They are community anchors that are hubs of learning, connection and cultural enrichment. These libraries provide an array of services that cater to people of all ages, backgrounds and socioeconomic status. Young families, school kids and seniors alike are able to access information, educational support, and cultural enrichment, all in safe and inclusive spaces. [1] Libraries in… Read More

Strategic Lifespan Peer Network: Supporting Social Movements: How a Spend Down Foundation Can Make a More Impactful Difference

Posted on February 9, 2024 by Vanessa Silberman, Sharon Yazowski, Anne Marie Toccket, Priscilla Enriquez

What caused the Mortimer & Mimi Levitt Foundation to move from gifting 6 to 8 percent of their total assets annually, to a decision to spend down its $150M in assets by 2041? What impact do they hope to make during that time? Join us for a conversation with Sharon Yazowski, CEO, and Vanessa Silberman, Executive Vice President on the… Read More

Save the Date: Fourth Quarter BIPOC Leaders Peer Network

Posted on February 7, 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: Situating Power for Impact: Leadership from Every Role

Posted on February 7, 2024 by June L. Wilson

How can BIPOC professionals in family philanthropy use their leadership for impact, regardless of their roles or titles? Longtime philanthropy leader and Compton Foundation President June Wilson will share words of wisdom on how we can each lean into leadership and feel empowered. If you are unable to attend this event, but are interested in being a part of the… Read More

Strategic Lifespan Peer Network: What Spending Down Well Can Accomplish—Lessons Learned from the Pierce Family Foundation

Posted on February 2, 2024 by Denis Pierce, Laura Jansen, Anne Marie Toccket, Priscilla Enriquez

The Pierce Family Foundation sunsetted at the end of 2023. Why did they decide to spend down? How did they ensure they provided the most impactful support to nonprofits? Join us for a conversation with Laura Jansen, former Director of Programs and Operations at the Pierce Family Foundation, and Denis Pierce, President and Founder of the Foundation, who will share… Read More

BIPOC Leaders Peer Network: Embracing the Marathon: Stay Engaged in Equity Work

Posted on December 15, 2023 by Dr. LaTonya Penny, Audrey Jacobs

Whether you have been tasked to lead equity efforts within your organization, or engage in equity advancement tangentially, this discussion with peers will energize you and provide insight on how, if, and when to stay engaged in equity work. Join to learn more about how your peers are navigating this work, and share your own practices and experiences. This meeting… Read More

Rural Funders Peer Network: Connecting with Peers to Share Successes and Opportunities

Posted on December 14, 2023 by Erin Borla, Wynn Rosser

Use this opportunity to share experiences of best practices for working in rural areas, discuss tactics and strategies, and connect with funding and partnering opportunities to leverage your investments and increase impact. This conversation will focus on successes and opportunities. Please come prepared to share! Some questions to consider: What initiatives are you attempting? What are you funding? What is… Read More

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