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Philanthropic Services Support Activities Template

  • About
    • Overview
    • Board, Fellows, & Staff
  • Programs & Services
    • Overview
    • Upcoming Events & Webinars
    • Recent Events
    • Fundamentals of Family Philanthropy Webinar Series
    • Peer Networks
    • Learning and Action Cohorts
    • NCFP Fellows Program
    • 2025 Family Philanthropy Leadership Retreat
    • Legal Referral Services
  • Knowledge Center
    • Overview
    • Content Collections
    • The Family Giving Lifecycle
    • Resources
    • Publications & Research
    • Policy Central
    • The NCFP Guide for Effective Family Philanthropy
    • Trends in Family Philanthropy
  • Our Community
    • Overview
    • Our Funders
    • Our Partners
    • Join the NCFP Network
  • News & Blog
    • NCFP Blog
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Philanthropic Services Support Activities Template

Posted on September 11, 2019

NCFP developed this Excel spreadsheet to help you think through the skills, knowledge, and processes you’ll need from each functional area of your foundation as you plan, test, launch, and sustain your philanthropic services… Read More

This content is for Network Partner: Community Foundations subscribers only.

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Supporting Resiliency in the Rising Generation (Notes)

Posted on September 11, 2019

At NCFP’s 2017 Community Foundations Workshop, trainer and therapist Courtney Pullen discussed stages of wealth integration in younger generations, characteristics of transition stress, and communication essentials during transitions. These notes were developed by NCFP Consultant Tony Macklin to capture lessons learned from the session… Read More

This content is for Network Partner: Community Foundations subscribers only.

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Supporting Resiliency in the Rising Generation

Posted on September 11, 2019 by Courtney Pullen

At NCFP’s 2017 Community Foundations Workshop, trainer and therapist Courtney Pullen discussed stages of wealth integration in younger generations, characteristics of transition stress, and communication essentials during transitions… Read More

This content is for Network Partner: Community Foundations subscribers only.

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5 Cases on Family Philanthropy Dynamics

Posted on September 11, 2019

The Philanthropic Initiative (TPI) developed these quick case studies for internal discussion by community foundation staff. They deal with issues such as dictated participation, uneven levels of involvement, and family member ambivalence… Read More

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Mapping and Understanding Family Dynamics

Posted on September 11, 2019

Dr. Thierry Guedj provided this training to community foundation staff as part of the 2006-08 Excellence in Family Philanthropy It reviews family systems, the “family dynamics iceberg,” common warning signs of family problems, and more… Read More

This content is for Network Partner: Community Foundations subscribers only.

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Genograms and Family Philanthropy

Posted on September 11, 2019

Family therapists, social workers, and some professional advisors create genograms – a version of a family tree diagram – to map family relationships. Dr. Sharon Nieb provided this training to community foundation staff as part of the 2006-08 Excellence in Family Philanthropy… Read More

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Family Systems and Issues

Posted on September 11, 2019

The Philanthropic Initiative created this PowerPoint presentation to provide basic training on navigating family systems and issues. The file includes TPI’s presentation notes… Read More

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Family Systems and Family Issues: Community Foundations and Philanthropic Families

Posted on September 11, 2019 by Kelin E. Gersick, Ph.D.

Dr. Kelin Gersick distilled his understanding of family structure, governance, relationships, and more as part of the 2006-08 Excellence in Family Philanthropy initiative… Read More

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Involving Advisors in Philanthropic Planning

Posted on September 11, 2019

In 2005, Steven Johnson, former VP at The Philanthropic Initiative, summarized 10 years of research and practice in philanthropic planning in this article for the Journal of Gift Planning… Read More

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Research on Advisors and Philanthropic Planning

Posted on September 11, 2019

The search for philanthropic advice by wealthy donors is increasing, driven by the women and younger generations who will inherit the intergenerational transfer of wealth. … Read More

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