Advisors and Consultants

Equity, Inclusion, and Connecting with Community in Family Philanthropy

Posted on March 9, 2017 by James Gore, Leticia Peguero, Nancy Chan, Sahar Afrakhan

What does inclusivity mean for family philanthropy? How can we promote diversity, community engagement, and openness while retaining the family focus of our giving practices? This session will feature a conversation on strategies for connecting with community and building an equity lens into your grantmaking and internal operations… Read More

A Date Certain: Lessons from Limited Life Foundations

Posted on March 1, 2017 by Center for Effective Philanthropy

Morning on the beach. Magical sunrise over sea
To learn more about limited life foundations’ decisions to spend down — and the ways in which they grapple with several important issues along their journey to pursuing their goals in a finite period of time — the Center for Effective Philanthropy conducted in-depth interviews with leaders of 11 limited life foundations. Resulting from these interviews, this report illustrates the ways in which limited life foundations approach spending down in nine key areas, including archiving knowledge… Read More

Community Foundation Spark Session: Readying Your Community Foundation to Serve Philanthropic Families

Posted on February 16, 2017 by Rob MacPherson, Ruth Purcell-Jones, Tony Macklin

You’ve successfully attracted Donor-Advised Funds and developed solid relationships with those founding donors. But now they’re asking for help with tougher issues such as preparing heirs to be responsible givers, dealing with geographic dispersion and generational differences in giving, and improving family communications and problem-solving skills. (If they’re not asking now, they will be soon…). How will your foundation respond,… Read More

Becoming a Successful Board Chair: Tips and Advice from Your Peers

Posted on February 9, 2017 by Alice Buhl, Susan Briggs, Nancy Cable, J.H. Dow Davis

Board chairs play an important and indispensable role in family foundations. Much more than just an honorary title, serving as board chair requires extra preparation, time, and specific skillsets. Join NCFP as we learn from The Arthur Vining Davis Foundation Board Chair and President about the wide range of tasks and responsibilities facing board chairs, including overseeing board meetings, succession… Read More

Case Study: Navigating a Community Foundation’s Roles Among a Family’s Professional Advisors

Posted on February 6, 2017 by Tony Macklin

The Star City Community Foundation has a potential opportunity to work with a generous family planning for a business transition. As is often the case, the information about the opportunity is incomplete. This special case study shares the story of the fictional Lincoln family, and explores the questions, considerations, and challenges facing the community foundation as it works with the… Read More

Family Philanthropy Stories- Capture the Legacy of Your Giving with NCFP and the History Project

Posted on January 12, 2017 by Virginia M. Esposito, Michelle Knapik, Niles Lichtenstein, Kelly D. Nowlin

Why, in 2017, are we still relying on grandma’s photo albums and poorly scanned Facebook uploads to preserve our family histories? Legacy preservation is deeply important whether you are preparing for succession or seeking to keep donor intent alive. So, how can you bring your family’s history up to date in the New Year? In this webinar, NCFP teams up… Read More

December 2016 NCFP Non-Family Staff Peer Network Call

Posted on December 13, 2016 by Christine Koehn, Kelly Chopus, Kris Putnam-Walkerly

This session will feature a conversation on the strategies and challenges of connecting with community and building an equity lens into your grantmaking and internal operations. It’s a great chance to talk in a private space about this timely and complex topic with your peers around the country! About the NCFP Non-family Staff Peer Network The NCFP Non-family Staff Peer… Read More

Trends in Family Philanthropy: A Conversation with NCFP Fellows Katherine Lorenz and Doug Bitonti Stewart

Posted on December 8, 2016 by Virginia M. Esposito, Katherine Lorenz, Doug Bitonti Stewart

This webinar features two of the field’s emerging leaders, former NCFP Fellows Katherine Lorenz & Doug Bitonti-Stewart. Doug and Katherine will reflect on a variety of issues they have explored with NCFP and will discuss important trends in the field at large. Moderated by NCFP President Ginny Esposito, their conversation highlights issues and topics of interest to all family funders,… Read More

The Future of Philanthropy: Where Individual Giving is Going

Posted on December 6, 2016 by Fidelity Charitable

As the philanthropic landscape changes, the way donors perceive and approach giving is evolving, too — though not always at the same pace. This report from Fidelity Charitable® provides insight into the priorities of individual donors, who generate 87 percent of all charitable giving in the United States, and offers a glimpse of where emerging generations may steer philanthropy in… Read More

Things We Wish Our Founders Had Told Us: Interpreting Donor Legacy

Posted on November 29, 2016 by Susan Packard Orr

This special NCFP Distinguished Fellow Essay by Susan Packard Orr explores the questions that Susan and her fellow trustees wished they had asked of the founders when they were still alive. From the introduction: This year marks the 20th anniversary of our father’s death. Our mother has been gone almost 30 years. During this time, we have worked to build… 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