Advisors and Consultants

The First Year in the Life of a New Executive Director

Posted on September 14, 2017 by Adam Simon, John Hicks, Laura McCargar, Sharmila Rao Thakkar

How can your board develop a transition plan to maximize your new or incoming executive director’s prospects for success? What is the board and board chair’s role in orienting the new CEO? What tips do successful freshman CEO’s have for developing strong board/staff relations; setting boundaries; learning more about the community and causes served by the foundation; and understanding and… Read More

Community Foundation Spark Session: Community Foundation Business Models for Family Philanthropy

Posted on August 24, 2017 by Joanne Cohen, Kim Wright, Tony Macklin

Your community foundation wants to provide more intensive services to philanthropic families. But how will you define your customer segments and their goals? What unique value proposition will you deliver? What will be your goals for revenues and costs? And how will you define external and internal success measures? The community foundation field is experimenting with a variety of answers… Read More

Good Governance: How to Use Board Committees Effectively

Posted on August 10, 2017 by Amy Rauenhorst Goldman, Caroline J. Sabin, Mary Phillips

The use of committees is one of the most important tools for thoughtful governance in family philanthropy. This webinar will take a deep dive into all the qualities of an effective committee structure. Governance experts and family foundation leaders will share successful committee models as well as conducive leadership and engagement strategies. Come prepared to learn from your peers and… Read More

Transitions in Family Philanthropy: A Primer for Community Foundation Staff and Donor Families

Posted on July 31, 2017 by National Center for Family Philanthropy

No matter the intensity of the emotions they generate, transitions have the potential to affect the course of your family’s life. These transitions also impact your family’s philanthropy — and how your family chooses to manage its charitable giving vehicles, such as your donor-advised fund or foundation. This Passages Issue Brief provides tips and tools for donor families and community… Read More

Managing Family Dynamics: A Primer for Community Foundation Staff and Donor Families

Posted on June 30, 2017 by National Center for Family Philanthropy

Family members marry, divorce, remarry, form domestic partnerships, and, in many cases, move far away from the family home. Siblings may have long established patterns of competitiveness, feelings of fairness, or other sibling rivalry issues. Parents and children may have values that differ significantly. Communication may break down. In turn, these common challenges can affect how your family decides to… Read More

What is a private operating foundation, and should we consider using this option?

Posted on June 14, 2017 by Jason Born

The IRS distinguishes between public and private foundations and, within private foundations, between operating and non-operating (grant-making) foundations. While private operating foundations may choose to make some grants to other charitable organizations, they must engage primarily in direct charitable activities by running their own programs (i.e., using their own facilities, staff and resources to directly further their charitable operations)… Read More

Opportunity of a Lifetime 2.0: Multigenerational Family Philanthropy

Posted on June 12, 2017 by Kylie Musolf, Danielle LaJoie

More than ever before, giving families are working to involve multiple generations in their philanthropy. According to the National Center for Family Philanthropy’s Trends in Family Philanthropy Study, nearly 3 in 5 U.S. family foundations engage younger family members in the foundation — and more than 40 percent say they expect to add to or increase the number of younger-generation… Read More

21st Century Philanthropic Pipelines for Twentysomethings

Posted on June 8, 2017 by Alexis Marion, Carver Murphy, McQuillin Murphy, Adam Rockefeller Growald

How do we inspire and prepare the best generation of philanthropic leaders for the field and for our family work?​ Now in NCFP’s 20th year, we’ve been thinking a lot about what it means to be a 20-something philanthropist in the 21st century.  This webinar will feature a discussion among early career family philanthropists, showcasing successful strategies for strengthening philanthropic engagement… Read More

Engaging the Next Generation: A Primer for Community Foundation Staff and Donor Families

Posted on May 31, 2017 by National Center for Family Philanthropy

Donor-advised funds are more than just a smart and flexible vehicle for charitable giving. These funds also provide an opportunity to teach children and grandchildren valuable lessons about giving and financial responsibility — and offer a chance to create a philanthropic legacy that spans generations.. This Passages Issue Brief provides advice on how your family can engage the next generation… Read More

Community Foundation Spark Session: Serving Families Who Use Multiple Philanthropic Tools

Posted on May 25, 2017 by Abbe Temkin, Todd Hanson, Tony Macklin

Philanthropic families are increasingly using multiple tools and strategies to achieve their goals for social impact. Creative examples from NCFP’s network include:  a private foundation with funds at multiple community foundations, a donor-advised fund and impact investing portfolio, establishing a family foundation and a 501(C)(4) nonprofit or Political Action Committee, and giving through a family business and a charitable fund… Read More

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

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