Contributions

Resiliency Guide

Posted on August 17, 2020 by S. D. Bechtel, Jr. Foundation

This Guide is designed to help deepen thinking about where, when, and how to invest in capacity building, while also helping funders to explore the dimensions of resiliency and help their grantee organizations prepare for eventual independence from grant funding… Read More

All Peer Network: What’s the New Normal on Building a Budget?

Posted on August 14, 2020 by Michelle Knapik

calculator on budget paper
Whether you are in endowment protection mode or distribution stretch mode, constructing a 2021 foundation budget presents challenges and critical choice points. NCFP is hosting an informal peer conversation so CEOs, CFOs, accounting managers and related staff can share how they are thinking about balancing the dollars, values, social optics, and more. From practical matters such as approaches to 2021… 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

Leading with Love and Gratitude: The David Rockefeller Fund at 30

Posted on August 4, 2020 by David Rockefeller Fund

The David Rockefeller Fund charts its history with a fascinating look into the evolution of the family and its philanthropy. The Fund’s history reflects the fact that change is inevitable and necessary, but must be rooted in the values and legacy of the family. The family’s recognition of this positions them for long-term success, encouraging them to remain flexible and… Read More

The Future of Family Philanthropy: Positioning Families for Greatness

Posted on July 23, 2020 by Nicholas A. Tedesco

winding road_path_journey_future
Philanthropic families are expanding their impact, knowledge of the field, and becoming increasingly sophisticated in their giving. There is further demand for philanthropic guidance and resources as donors and their families leverage multiple philanthropic vehicles, engage the next generation, and look to increase their payout rates or even spend down. NCFP President and CEO Nick Tedesco has spent the last… Read More

Trust-based Family Philanthropy

Posted on July 23, 2020 by Sarah Walczyk, Shaady Salehi, Ellen Friedman, Hanh Le

Trust-based philanthropy is being embraced by a growing number of family foundations as a way to alleviate power imbalances between funders and grantees while fostering more productive and informative relationships. Driven by the central philosophy that funders should approach grantee relationships as learning partnerships, a trust-based approach encourages multi-year unrestricted funding, streamlined reporting, and transparent and responsive communication. In this… Read More

Grantmaking with a Racial Equity Lens

Posted on July 21, 2020 by Philanthropic Initiative for Racial Equity, GrantCraft

This guide was developed in partnership with the Philanthropic Initiative for Racial Equity. Highlights Three tools for activating a racial equity lens Your Race/Your Role Questions to ask inside your foundation What’s in the Guide? What Is a Racial Equity Lens? For grantmakers and foundation leaders, using a racial equity lens means paying disciplined attention to race and ethnicity while analyzing… Read More

Families Funding Advocacy and Policy Change

Posted on July 17, 2020 by Julie Fernandes, Sara Watson, David Addams

Hands in air_protesting_advocacy
Advocacy is an important tool for funders seeking to address systemic inequalities ingrained in our policies and practices, and it can be the sole focus of an organization or an additional strategy employed to create lasting change. Many families pursue advocacy because of a founder’s interest or legacy, while others have introduced advocacy into their grantmaking portfolio after listening to… Read More

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