Advisors and Consultants

Funding Equity: Disability Inclusion in Grantmaking

Posted on November 19, 2024 by Sandy Ho, Jeanine Alpert, Gail Fuller, Ryan Easterly

One in four adult Americans and an estimated one billion people globally experience disability. However, only one cent out of every ten dollars in U.S. grantmaking is allocated to disability rights and social justice. Funders have numerous opportunities throughout their grantmaking processes to shift toward more equitable, disability-inclusive, and values-aligned practices. This session will provide insights into the connection between… Read More

Laying the Foundation Part Three: Aligning Your Vehicles with Your Values

Posted on November 19, 2024 by Roxanne Stachowski, Khalilah Burt Gaston, Sharon Schneider

What philanthropic vehicles are available to family philanthropies? Which are best suited to support your mission and goals, and what is the value of employing multiple vehicles?   In this session we will discuss the benefits (and limitations), flexibility, and potential impact of each vehicle. Through examples from other funders, learn about how to align your philanthropic vehicle with your family’s… Read More

Laying the Foundation Part Two: Governance Structures and Considerations

Posted on November 19, 2024 by Peter M. Hunter, Wesley Weissberg, Ricshawn Adkins Roane, Frank Baiocchi, Holli Rivera

In light of your philanthropic goals and values, what governance structures and legal implications should you consider? How can effective governance support and sustain effective, compliant, and mission-driven family philanthropies? This session will go beyond regulatory requirements and equip you with the best practices in stewardship to ensure your principles, policies, and practices are aligned with your philanthropic goals. We… Read More

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

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