Advisors and Consultants

Laying the Foundation Part One: Defining Family and Its Role

Posted on November 19, 2024 by Jensie Burton, Jeff Zeisler, Nicole Seawell, John Hicks

Join us as we explore fundamental questions in the context of family philanthropy: “Who is considered family?” and “What is the role of family in family philanthropy?”   As family philanthropies evolve, choosing how to define family—whether it includes lineal descendants or extends to spouses, chosen family, or others—is essential.  Families must also decide how and when to include community voices… Read More

2024 Partner Program Series: Trends in Family Philanthropy

Posted on October 30, 2024 by Miki Akimoto

What does the current family philanthropy landscape look like? How has it changed over the last decade? What do these changes mean for those who support giving families? Join us for a virtual gathering of NCFP network partners to explore insights from the Trends in Family Philanthropy 2025 report. Conducted every five years, this report tracks and analyzes evolving trends… Read More

Trends in Family Philanthropy 2025 Report: Exploring the Main Findings

Posted on October 15, 2024 by Miki Akimoto, Erin Hogan, Nicholas A. Tedesco

Read the Trends 2025 report here. 🔑 Key Moments from the Webinar 4:05 Remarks from Erin Hogan, NCFP’s Board Secretary and Private Philanthropy Executive at Bank of America Private Bank, on the history of Trends 6:33 Framing remarks for the Trends presentation and insights into the topline findings 10:14 The survey methodology and the report findings on foundation identity and… Read More

2024 Partner Program Series: Overcoming Psychological Barriers to Giving

Posted on May 30, 2024 by Betsy Erickson, Piyush Tantia, Nicholas A. Tedesco

What are the most common barriers to giving and what are the actionable ways you can use with philanthropic families to help them overcome them? Join us for a virtual gathering of regional associations of grantmakers, consultants and advisors who support family philanthropies as we take a deep dive into NCFP’s Overcoming Psychological Barriers to Giving report. The report explores… Read More

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

The guide During this session Cara Binder-Kopchick, along with Theo Avery, Jenna Mulhall-Brereton, and Kelly Nowlin discussed guide’s critical points and shared their own experiences with navigating next-generation transitions. The guide has now been published and is available to read here. 🔑 Key Moments from the Webinar 2:00 Context from NCFP on how our network is grappling with multigenerational engagement… Read More

Strategic Lifespan Peer Network: Strengthening Nonprofits Through Capacity-Building Support—Lessons Learned from the Cedarmere Foundation’s Spenddown Journey

Posted on February 28, 2024 by Melanie Matthews, Kate Ritter Repen, Anne Marie Toccket, Priscilla Enriquez, Kathy Edwards

The trustees of the Cedarmere Foundation decided to spend down their endowment in order to invest in the capacity building of organizations and initiatives that sustain and strengthen the nonprofit sector in Washington State. Since then, the foundation has focused on: Investing in the development, support, and sustainability of nonprofit leadership Sharing what is learned with philanthropic partners and nonprofit… 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 six to eight 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

BIPOC Leaders Peer Network: Unpacking Reparations Through a BIPOC Lens

Posted on February 7, 2024 by Dr. LaTonya Penny, Audrey Jacobs

Following the webinar A Racial Reparations Framework for Family Philanthropy, the BIPOC Peer Network will meet to continue the discussion of this important topic. Join us on December 12 for a conversation facilitated by BIPOC Leaders Peer Network Co-chairs Audrey Jacobs and Dr. LaTonya Penny.  Unpack what it means to do reparative work as a BIPOC professional.  Join us for… 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

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