CEOs and Senior Staff

Sample CEO Performance Reviews (NCFP, 2014)

Posted on October 8, 2014 by National Center for Family Philanthropy

A collection of sample CEO performance reviews collected in the NCFP Guide, Performance Review: The Complete Guide to Evaluating the Family Foundation CEO. CEO reviews are provided from the following family foundations: The Clowes Fund Max M. & Margorie S. Fisher Foundation Knott Foundation Jessie Smith Noyes Foundation Roy A. Hunt Foundation… Read More

Generational Transitions: The Never-ending Story

Posted on September 11, 2014 by Virginia M. Esposito, Steven M. Hilton, Nancy Cable

If you are connected to a multi-generational family foundation, you likely have discovered that transitions are not a one-time event; rather, they are an ongoing and evolving fact of life. Whether transitioning from the donor to the 2nd generation, 2nd to 3rd, or beyond, there are common lessons and experiences that families may draw from… Read More

Investment Policy Statement (Hattie M. Strong Foundation)

Posted on July 29, 2014

The purpose of this Investment Policy Statement is to: Document and formalize Hattie M. Strong Foundation investment philosophy, portfolio goals, expectations, objectives and guidelines; Set forth specific process and asset allocation targets for managing the portfolio to achieve the Foundation’s goals; Establish rebalancing guidelines to manage portfolio risk; Facilitate effective communication between investment professionals and the Foundation’s governing board; Comply… Read More

Community Driven Capacity Building: Creative Approaches from the Field

Posted on July 10, 2014 by Ben Barge, Maegan Scott, Marianne Philbin, Paul Connolly

Increasingly, foundations are investing in deep community listening before they design strategies and approaches for capacity building with nonprofit grantees. Hear the stories of family and regional foundations who came up with creative capacity building programs guided by local community partners… Read More

Navigating Leadership Transitions in Family Philanthropy

Posted on June 12, 2014 by Virginia M. Esposito, Betsy Brill, Dean Phillips, Dinaz Mansuri, Patrick Troska

Every family philanthropy experiences the joy, the sadness, the complexity, and the energy of transitions. Moving toward new leadership in the family can be difficult, emotional, and sometimes frustrating. However, when it is done deliberately and thoughtfully, these times of transition can also be positive for all involved. … Read More

Giving Strategically After Disaster: Ten Points to Consider

Posted on May 24, 2014 by Rockefeller Philanthropy Advisors

In the early days following a disaster, philanthropists naturally want to take action. With communities broken and people suffering, the call to give is compelling. If ever philanthropy should step up to help, many donors believe, it is in such times of dire and unexpected need… Read More

Donor Decisions: Choosing Your Vehicles for Family Philanthropy

Posted on May 15, 2014 by National Center for Family Philanthropy

As a philanthropic individual or family, it all starts with you. Depending on your vision and goals, you have many choices available to you for establishing a family philanthropy. This brief slideshow introduces several of the most commonly used vehicles for family philanthropy… Read More

Preparing young adults for involvement in the family’s philanthropy

Posted on May 15, 2014 by National Center for Family Philanthropy

There are a number of strategies for teaching young adults about family philanthropy, and preparing them to become involved. This slideshow provides several suggestions for families thinking about how to build and engage a new generation of philanthropic leadership… Read More

Questions to help you develop your grantmaking strategy

Posted on May 15, 2014 by National Center for Family Philanthropy

Know the right questions to ask. If your foundation is planning to develop or rethink its grantmaking strategy, there are many questions that your board might want to bring up for discussion. This slide show offers an overview of questions you will want to be sure to consider as delve into this important conversation… Read More

Seventeen ways grantmakers can make a difference

Posted on May 15, 2014 by National Center for Family Philanthropy

Grantmaking—your most powerful tool. Generally, grantseekers submit a proposal to the board to fund a specific project and, if approved, receive a check from the foundation. While this is the most common type of grant, it is only one of many ways foundations can offer support to grantees. … Read More

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Sample CEO Performance Reviews (NCFP, 2014)

CEOs and Senior Staff

Sample CEO Performance Reviews (NCFP, 2014)

Posted on October 8, 2014 by National Center for Family Philanthropy

Generational Transitions: The Never-ending Story

Posted on September 11, 2014 by Virginia M. Esposito, Steven M. Hilton, Nancy Cable

Investment Policy Statement (Hattie M. Strong Foundation)

Posted on July 29, 2014

Community Driven Capacity Building: Creative Approaches from the Field

Posted on July 10, 2014 by Ben Barge, Maegan Scott, Marianne Philbin, Paul Connolly

Navigating Leadership Transitions in Family Philanthropy

Posted on June 12, 2014 by Virginia M. Esposito, Betsy Brill, Dean Phillips, Dinaz Mansuri, Patrick Troska

Giving Strategically After Disaster: Ten Points to Consider

Posted on May 24, 2014 by Rockefeller Philanthropy Advisors

Donor Decisions: Choosing Your Vehicles for Family Philanthropy

Posted on May 15, 2014 by National Center for Family Philanthropy

Preparing young adults for involvement in the family’s philanthropy

Posted on May 15, 2014 by National Center for Family Philanthropy

Questions to help you develop your grantmaking strategy

Posted on May 15, 2014 by National Center for Family Philanthropy

Seventeen ways grantmakers can make a difference

Posted on May 15, 2014 by National Center for Family Philanthropy

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