Save the Date – 2023 Community Foundations Family Philanthropy Network Workshop

Posted on January 12, 2023

Community foundations networking at the 2022 National Forum on Family Philanthropy
This workshop, exclusively available for members of NCFP’s Community Foundations Family Philanthropy Network, is an excellent opportunity to learn from your peers and build professional skills! Space is limited and network members may register up to two staff member attendees at no cost. Attendees will have to pay for their travel, hotel, and some meals. A draft agenda and open… Read More

Community Foundation Spark Session: Guiding Donors on the How and Now of Philanthropy

Posted on January 12, 2023 by Nicholas A. Tedesco, Tony Macklin

Compass guiding donors in philanthropy
Our communities face many complex and interconnected challenges. Most require us to confront racial, economic, and other inequities. We’re also living in an era of massive wealth creation and wealth transfer. More donors have the resources to meaningfully address those challenges. But the how and now of their philanthropy matters more than ever. Community foundations have an incredible opportunity—and perhaps… Read More

Operationalizing Equity Practices

Posted on December 15, 2022

Equity vs equality family philanthropy
For funders seeking to incorporate an equity lens throughout their work (and not just their grantmaking), there are many opportunities to shift internal operations towards more equitable and values-aligned practices. Yet while many families recognize the desire to make these shifts, they need further guidance around the specific decisions and considerations that will advance their philanthropy towards a more equitable… Read More

Developing a Purpose-aligned Budget

Posted on December 15, 2022

Developing a Purpose-aligned Budget
A yearly budget can appear rather cut and dry, but depending on who makes decisions about the budget and how these choices are made, there will be wide-ranging implications for the philanthropy’s grantmaking and spending policies. Budget decisions should also be informed by the collective values and purpose of a philanthropy, and not just the financial aspects. What are the… Read More

Your Impact Strategy Doesn’t Stop at Your Grantmaking

Posted on December 15, 2022

Your Impact Strategy Doesn’t Stop at Your Grantmaking
While grantmaking is often the main tool funders think about in terms of impact, there are many other innovative ways to use your time, relationships, and resources to support your nonprofit partners and the communities you serve. Funders can leverage their established platform to spread the word about needed support and convene important partners, or can provide additional capacity to… Read More

Internal Evaluation and Learning

Posted on December 15, 2022

A family philanthropy has a much better chance of success if there is an intentional culture that values continuous improvement, feedback and professional development, and an integrated approach of learning and assessment across governance, philanthropic strategy, succession, and more. The assessment process asks organizations to evaluate their philanthropic purpose, governance, team, accountability, finances, and family—to answer how you can continually… Read More

Listening and Feedback: Tools to Assess Your Philanthropy

Posted on December 15, 2022

Listening and Feedback: In Family Philanthropy
How can you elicit and act on feedback from your grantees and other external stakeholders? For all funders, gathering feedback is a helpful practice to understand how your work is impacting your grantees—and how you can more deeply incorporate the perspectives and experience of your partners and communities you serve. There are a number of tools available to facilitate this… Read More

Fiduciary Responsibilities and Legal Basics in Family Philanthropy

Posted on December 15, 2022

What are the basic fiduciary duties, governance policies, and legal responsibilities that each family philanthropy board member must understand and abide by? Join this session to better understand the fundamental and nuanced federal and state laws regulating charitable giving, including self-dealing, payout, fiscal agency, excise tax, required filings, and much more. A leading expert on family foundation tax law will… Read More

Managing Family Dynamics in Governance

Posted on December 15, 2022

Reaching consensus is difficult, particularly during a decision-making moment that will have a real impact on your philanthropy. How do you have productive conversations during meetings and other decision points when there are relationship dynamics, conflict, or simply differences of opinion? How do you allow for individual viewpoints across generations, but ensure there is a framework in place to push… Read More

The Case for Multiple Giving Vehicles

Posted on December 15, 2022

There is a range of vehicles available to engage the whole family in philanthropy—each vehicle is a tool in your philanthropy toolbox that allows you to reach individual or collective goals through different approaches. Giving families are increasingly using a variety of vehicles in concert with one another to advance their social impact strategies. A single philanthropic family could use… Read More