Community Foundations

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

Measures of Success Thought Paper

Posted on September 11, 2019

TPI’s 15-page thought paper on goals and success measures for family philanthropy services also discusses potential tensions and synergies between the measures… Read More

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

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Role Play: Developing Family Goals

Posted on September 11, 2019

A role play case study developed by The Philanthropic Initiative for their "Excellence in Family Philanthropy for Community Foundations: Staff Training Curriculum."… Read More

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Planning a Portfolio of Philanthropic Services

Posted on September 11, 2019

This planning tool provides a sample menu to help community foundations thinking about developing your own portfolio of services. … Read More

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

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Community Foundation Family Philanthropy Services Evaluation Toolkit

Posted on September 10, 2019

This toolkit is designed to provide community foundations with an introduction to program evaluation and guidance for prioritizing what they want to learn from their evaluation efforts… Read More

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

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Community Foundation Persona Example

Posted on September 10, 2019

Example of a community foundation customer persona… Read More

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

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Community Foundations Customer Persona Profile

Posted on September 10, 2019

A template to help shape a hypothesis about your ideal customer segment and then as a guide after doing research on that segment… Read More

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

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Estridge Family Case Study

Posted on September 10, 2019

The Estridge family has a family-owned business that builds custom homes and is involved in other real estate ventures. The Estridge Family Foundation was established as a Donor Advised Fund by Paul Estridge Jr., his wife Judy, and his parents, Carol and Paul Estridge, Sr. in November 2007 after they sold their interests in a horse racing track in Indianapolis… Read More

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What Holds Donors Back?

Posted on September 10, 2019

Training worksheet designed to help guide an internal discussion about your current experiences with your donors and fund holders, and what holds them back from involving their families… Read More

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

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Atlanta Center for Family Philanthropy Case Study (2006)

Posted on September 10, 2019

This case study briefly documents the development of The Community Foundation for Greater Atlanta’s Center for Family Philanthropy. It was created as part of the Excellence in Family Philanthropy Initiative, a peer-driven and collaborative effort of 19 community foundations to share and develop good practices for working with family philanthropies. … Read More

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

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Policy and Practice Roadblocks

Posted on September 10, 2019

In 2002, NCFP released The Practice of Family Philanthropy in Community Foundations, authored by consultant Helmer N. Ekstrom. In interviews with wealthy donor families, Ekstrom heard abot a variety roadblocks to working with community foundations, documented in this short resource… Read More

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Measures of Success Thought Paper

Community Foundations

Measures of Success Thought Paper

Posted on September 11, 2019

Role Play: Developing Family Goals

Posted on September 11, 2019

Planning a Portfolio of Philanthropic Services

Posted on September 11, 2019

Community Foundation Family Philanthropy Services Evaluation Toolkit

Posted on September 10, 2019

Community Foundation Persona Example

Posted on September 10, 2019

Community Foundations Customer Persona Profile

Posted on September 10, 2019

Estridge Family Case Study

Posted on September 10, 2019

What Holds Donors Back?

Posted on September 10, 2019

Atlanta Center for Family Philanthropy Case Study (2006)

Posted on September 10, 2019

Policy and Practice Roadblocks

Posted on September 10, 2019

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