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Partner Evaluation Matrix

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  • Programs & Services
    • Overview
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    • Recent Events
    • Fundamentals of Family Philanthropy Webinar Series
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    • 2025 Family Philanthropy Leadership Retreat
    • Legal Referral Services
  • Knowledge Center
    • Overview
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    • The Family Giving Lifecycle
    • Resources
    • Publications & Research
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    • Trends in Family Philanthropy
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This content is for Network Partner: Community Foundations subscribers only.

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Partner Evaluation Matrix

Posted on September 11, 2019

This matrix can help you create internal clarity around the type of relationship you want with a prospective partner and the why, what, and success factors of the mutual value exchange… Read More

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

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Working Together for Mutual Benefit

Posted on September 11, 2019

Figure showing four aspects of working together for mutual benefit… Read More

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

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Two-Part Family Philanthropy Case Study: Couple and Family Meetings

Posted on September 11, 2019

This two-part case study first gives you practice in navigating your first meeting with a couple and then managing a second meeting with the couple and their two children. The Philanthropic Initiative (TPI) developed it for community foundations in 2007… Read More

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

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Family Philanthropy Case Study: Different Styles

Posted on September 11, 2019

This case study, for facilitated group discussion with your staff, describes the challenge a community foundation faced a family clashed over differing philanthropic styles and power sharing. The Philanthropic Initiative (TPI) developed it for community foundations in 2007… Read More

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

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Facilitation Fundamentals

Posted on September 11, 2019

In this quick checklist, The Philanthropic Initiative (TPI) and community foundation staff members outlined tips to define your role, set the stage, manage the meeting, and more… Read More

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

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Family Philanthropy Case Study: Initial Meeting with Couple

Posted on September 11, 2019

This case study gives you practice in navigating a couple’s differing philanthropic goals in your first meeting with them. The Philanthropic Initiative (TPI) developed it for community foundations in 2007… Read More

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

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Essential Reading List

Posted on September 11, 2019

Community foundations and NCFP staff created this “Essential Reading List” of books that have helped them understand effective work with philanthropic families… Read More

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

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Example Success Measures

Posted on September 11, 2019

In an August 2017 webinar, the Community Foundation of Northeast Florida and the Seattle Foundation shared their progress measures in these excerpted slides… Read More

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Goals and Success Measures Survey Results

Posted on September 11, 2019

This document shows the results of an early 2018 survey of NCFP’s community foundation subscribers asking about their primary goals and success measures for family philanthropy services… Read More

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Ladder of Donor Measures

Posted on September 11, 2019

This graphic displays one common journey – over years and decades – of a philanthropic family. … Read More

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