CEOs and Senior Staff

Valuing the Family in Family Philanthropy

Posted on January 11, 2018 by Virginia M. Esposito, Ellen Remmer, Kerry Robinson, Michael Meadows

Giving families can wear many hats. At times, families may feel like they are losing the family identity in their giving. How does one keep the family in family philanthropy? What are steps families can take to make sure they are serving the public good while maintaining the family value & legacy? Join NCFP’s president, Ginny Esposito, as she interviews… Read More

The Step-by-Step Guide to Evaluation

Posted on December 5, 2017 by W.K. Kellogg Foundation

The evaluation profession is multi-faceted and can be characterized partly by its theoretical debates, ethical considerations and proprietary interests. What is evaluation and how can it help your organization? This handbook is designed to demystify evaluation and help you get the most out of evaluation for your organization… Read More

Recommended Best Practices in Managing Foundation Endowments

Posted on November 29, 2017 by Council on Foundations

While foundations differ in sophistication, resources, staff, and amount of financial resources, there are both specific responsibilities incumbent on foundation boards and generally accepted principles for investment management. These best practices are universal to effective management of investment portfolios as applied to fit the specific circumstances of each foundation… Read More

2019 Donor-Advised Fund Report

Posted on November 21, 2017 by National Philanthropic Trust

The 2019 Donor-Advised Fund Report examines 2014 through 2018 fiscal year data from 989 charities. For the ninth consecutive year, there was growth in all key metrics—number of individual donor-advised funds, total grant dollars from donor-advised funds to charitable organizations, total contributions to donor-advised funds and total charitable assets in them… Read More

Going Beyond Giving: Perspectives on the Philanthropic Practices of High and Ultra-High Net Worth Donors

Posted on November 21, 2017 by Kimberly Dasher Tripp, Rachel Cardone

The Philanthropy Workshop, with funding from the Raikes Foundation and the Bill & Melinda Gates Foundation, commissioned research to understand the experiences, practices, and behaviors of high and ultra-high net worth philanthropists. The research included an electronic survey of over 200 individuals, including 132 TPW members representing 30% of the TPW network. Their responses raised provocative questions about the power… Read More

Philanthropy as the South’s Passing Gear: Fulfilling the Promise

Posted on November 21, 2017 by Philanthropy Southeast

Ten years ago, MDC’s report The State of the South 2007: Philanthropy as the South’s “Passing Gear,” asked a key question of the field: How can philanthropy accelerate progress toward a South that is both equitable for all its residents and competitive with other regions of the country? The original “Passing Gear” report leaned heavily on data about the current… Read More

Reinvigorating Your Family Meetings

Posted on November 8, 2017 by Susan Gell Meyers

If you are wondering how it is possible that everyone in your family is offering an excuse for missing the family meeting date, then it is time for some new ideas or approaches to turn these meetings into events that no one wants to miss. How? By planning a purposeful family event that also happens to include the family meeting… Read More

Have Donor-Advised Funds and Other Philanthropic Innovations Changed the Flow of Giving in the United States?

Posted on November 7, 2017 by Patrick Rooney

Giving intermediaries are nothing new, and include a range of vehicles such as workplace campaigns (like the United Way and the Combined Federal Campaign) and community foundation general funds. Of late, such giving intermediaries have found their donors less willing to give into a general fund—where others make decisions about the final destinations of their gift—and more in favor of… Read More

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