Advisors and Consultants

Trends 2020: Future Directions

Posted on November 19, 2020

This excerpt from NCFP’s Trends 2020 study shares data and analysis regarding various US family foundation giving trends, including future opportunities, anticipated asset changes, board and staff changes, and much more. By their nature, family foundations are evolving organizations, with new leaders, programs, and challenges from year-to-year. They are also institutions with family legacies, relationships, and accomplishments. As family philanthropy moves into… Read More

Death, Legacy, and Leadership Transition

Posted on October 12, 2020 by Elaine Gast Fawcett

The death of a foundation leader or senior family member is likely the most emotional change a foundation will undergo. Suddenly, or not so suddenly, family members and the board face grief and loss, and also an onslaught of financial, legal, and organizational issues. How can you plan ahead, as a foundation and as a family? And how can you… Read More

Values-based Leadership for the Future of Health: A Conversation with Barbara Bush and Global Health Corps

Posted on October 5, 2020 by Joanna Galaris, Barbara Bush, Sandra Isano, Heather Anderson

Join us in welcoming to our virtual stage Global Health Corps (GHC) Co-Founder and Board Chair Barbara Bush and CEO Heather Anderson. Barbara will share a brief history of her inspiration and initial vision for the organization, and then engage in a conversation with other panelists that illuminates GHC’s journey from launching as a small startup in 2009 to building… Read More

The Evolution of Family Philanthropy: The DR Fund Shares Lessons Learned from 30 Years of Giving

Posted on October 1, 2020 by Camilla Rockefeller, David Rockefeller, Jr., Nicholas A. Tedesco, Lukas Haynes

Philanthropy is an ever-evolving effort—as the world and family shifts, so too must a family’s philanthropy. This nimbleness and ability to adapt is a hallmark of the Rockefeller family, and The David Rockefeller Fund’s 30 year history reflects the fact that while change is inevitable and necessary, it can remain rooted in the values and legacy of family. This discussion… Read More

The Foundation of Good Governance for Family Impact Investors: Removing Obstacles and Charting a Path to Action

Posted on September 8, 2020 by Cambridge Associates

Family offices and family foundations are among those leading the movement to integrate values and investment strategy through impact investing. Families pursue impact investing for a variety of reasons, ranging from alignment with personal values and philanthropic goals to risk mitigation and long-term out performance to a desire to influence broader social and environmental challenges facing society. This paper from… Read More

Pathways to Sustainable Investing: Insights from Families and Peers

Posted on September 8, 2020 by Cambridge Associates

Every day, wealth owners, families, and family office professionals start down the path of sustainability investing. This paper details the typical path these investors take, the questions many of them face, and the way that many of them successfully develop a winning strategy that generates both returns and impact. Based on observations over the years, we have developed a framework… Read More

Impact Investing Handbook: An Implementation Guide for Practitioners

Posted on August 31, 2020 by Patrick Briaud, Rockefeller Philanthropy Advisors, Steven Godeke

The Handbook comes at a pivotal moment. In the midst of urgent social, economic and environmental challenges including COVID-19, a rapidly changing climate, growing economic inequity, and broader realization of systemic impacts of racism, more investors are seeking to better understand the positive and negative consequences of how they deploy capital. There is a growing realization among those who seek… Read More

Participatory Grantmaking: Has Its Time Come?

Posted on August 25, 2020 by Cynthia Gibson

The paper synthesizes several existing participatory frameworks, identifies common components, and applies these to philanthropy as a “starter” framework that can, hopefully, be used as a springboard for ongoing discussion and development among grantmakers and non-grantmakers. The paper explores whether these existing frameworks—or at least key components of them—can be applied to institutional philanthropy by proposing a starter framework for… Read More

Deciding Together: Shifting Power and Resources Through Participatory Grantmaking

Posted on August 24, 2020 by Cynthia Gibson

Deciding Together: Shifting Power and Resources Through Participatory Grantmaking looks at why and how funders are engaging in participatory grantmaking and shifting decision-making power to the very communities impacted by funding decisions. Through examples and insights from a diverse range of participatory grantmakers, the report explores the benefits, challenges, and models of participatory grantmaking… Read More

Balancing Purpose, Payout, and Permanence

Posted on August 14, 2020 by Peter F. Bird, Jr., Liz Sak, George Suttles, Nicholas A. Tedesco, Tony Macklin

“How much should we spend?” It’s an essential question for all funders, and an especially complex one for endowed private foundations. The answer of “around 5%” was never universal as foundations sought creative means of ensuring that assets would serve mission rather than the other way around. In recent times, the pressure to revisit payout has increased. Endowed foundations have… Read More

We’re here to equip you with the tools you need to make a meaningful impact. Contact NCFP for support.

Get in Touch

Keep up with trends in family philanthropy. Subscribe to our newsletter.

Signup

Gain access to personalized support and a network of peers. Join our community!

Join Now