Demystifying Decision-Making in Your Family’s Philanthropy

Posted on April 13, 2006 by Ann Shulman

In your family’s philanthropy, do you generally make decisions in the same way? Are all the members of your family happy with the way these decisions are made or are some left feeling unheard and unsatisfied? In this session, Ann Shulman, an attorney, mediator, and advisor to family foundations, and author of NCFP’s Passages Issue Brief on Demystifying Decisionmaking in… Read More

Measuring Effectiveness as a Family Philanthropy

Posted on November 10, 2005 by Doug Bauer

While no family launches a charitable giving vehicle with the intention of spending time and resources without results, it can often be difficult to quantify or even evaluate the results of your philanthropy. Certainly every family hopes that their giving will have a positive impact on the lives of those in their communities, but how can the results of your… Read More

Closing the door: Spending out frees the Beldon Fund board’s imagination

Posted on October 21, 2005 by Deanne Stone

Many family foundations that make the decision to spend out their assets within a limited timeframe say that doing so keeps them focused on the mission, energized, and on their toes. Bill Roberts, former executive director of the Beldon Fund, speaks for many of the foundations interviewed for NCFP’s Passages Issue Brief on this topic, “Alternatives to Perpetuity: A Conversation… Read More

Ethical Wills: Passing on a Philanthropic Legacy

Posted on October 20, 2005 by Susan Turnbull

An Ethical Will is a beautiful, sensible and compelling document, which provides the means to answer the question, ‘What do I want my loved ones to know?’ Legal and financial documents address only, ‘What do I want my loved ones to have?’ Yet our lives and legacies are so much richer than simply our monetary assets. This session with an… Read More

Choosing a Philanthropic Agenda: Five Factors to Consider

Posted on September 15, 2005 by Bruce Sievers

The most basic factor influencing the overall work of any family foundation is, surprisingly, often also the least examined: the initial determination of the foundation’s primary purposes and priorities. Issues of effectiveness, impact, strategy, assessment, and accountability get all the attention, while little discussion is given to the most fundamental determinants of what foundations do: donor preferences. This is the… Read More

Raising Charitable Children

Posted on July 13, 2005 by Kathryn Agard

Kathryn Agard, long-time executive director of Learning to Give, shares some of the steps that parents can take to help their children become philanthropic and provided examples of what parents can do for their preteens (10-12) and teenagers (13-18) to involve them in family philanthropy… Read More

Family Governance: a Primer for Families

Posted on June 8, 2005 by Patricia Angus

Many families working together in philanthropy find that managing the work that must be accomplished as a group can be as complex as the grantmaking itself. Typically, a family’s philanthropy, whether formal or less structured, is only one of a number of ways in which family members interact with one another. In this session, Patricia Angus of Asset Management Advisors… Read More

Board Compensation: Reasonable and Necessary?

Posted on May 25, 2005 by Alice Buhl

Deciding whether to compensate family foundation board members can be a difficult and complex decision. This presentation reviewed some of the arguments both for and against trustee compensation, provided suggestions for how to initiate a conversation among your board members about whether or not compensation is appropriate, and provided suggestions for how to develop a written policy based on this… Read More

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