Family Members and Donors

Trends in Family Philanthropy: Learnings for Effectiveness and Impact

Posted on November 19, 2024 by Miki Akimoto

What do the latest trends in family philanthropy tell us about effectiveness and impact? Join us to dive into select findings from the Trends 2025 report. You will hear from family foundations who are being responsive by centering communities in their decision-making and increasing payout rates above five percent. Learn how these actions are not only consistent with our Trends… Read More

Evolving Your Family Philanthropy: Family Engagement and Legacy

Posted on November 19, 2024 by Lindsay Hall, Cameron Griffith, Toya Graham, Lisa Parker

How does your family philanthropy define and cultivate a legacy? What is the desired impact of your giving and who do you hope will contribute to it? At what stage do you bring participants into the work—including the next generation—and engage them in a meaningful way? We’ll explore these questions and more, and hear case studies from family philanthropies navigating… Read More

Evolving Your Family Philanthropy: Staffing Structures

Posted on November 19, 2024 by Ryan Brady, Aimee Boone Cunningham, Megan Costigan

Which staffing models will work best for your family philanthropy? How can the right structure enhance the effectiveness and efficiency of your organization?  We will examine different approaches, including hiring dedicated philanthropic professionals and family members, and utilizing external advisors and consultants. You will learn how to align staffing strategies with your philanthropic goals, create a collaborative work environment, and… Read More

A Philanthropy for Our Times: Reimagining Purpose and Practice in a New Era

Posted on November 19, 2024 by Dimple Abichandani, Nicholas A. Tedesco

🔑 Key Moments from the Webinar 3:32 – Introduction to Dimple Abichandani 7:41 – Dimple shares the inspiration for her book 13:31 – The “power of narratives” and how our stories shape us and our philanthropy 20:49 – The power of writing new stories and the idea of “drops in the bucket” adding up to a “bigger wave” 23:30 – The… Read More

Funding Equity: Disability Inclusion in Grantmaking

Posted on November 19, 2024 by Sandy Ho, Jeanine Alpert, Gail Fuller, Ryan Easterly

One in four adult Americans and an estimated one billion people globally experience disability. However, only one cent out of every ten dollars in U.S. grantmaking is allocated to disability rights and social justice. Funders have numerous opportunities throughout their grantmaking processes to shift toward more equitable, disability-inclusive, and values-aligned practices. This session will provide insights into the connection between… Read More

Laying the Foundation Part Three: Aligning Your Vehicles with Your Values

Posted on November 19, 2024 by Roxanne Stachowski, Khalilah Burt Gaston, Sharon Schneider

What philanthropic vehicles are available to family philanthropies? Which are best suited to support your mission and goals, and what is the value of employing multiple vehicles?   In this session we will discuss the benefits (and limitations), flexibility, and potential impact of each vehicle. Through examples from other funders, learn about how to align your philanthropic vehicle with your family’s… Read More

Laying the Foundation Part Two: Governance Structures and Considerations

Posted on November 19, 2024 by Peter M. Hunter, Wesley Weissberg, Ricshawn Adkins Roane, Frank Baiocchi, Holli Rivera

In light of your philanthropic goals and values, what governance structures and legal implications should you consider? How can effective governance support and sustain effective, compliant, and mission-driven family philanthropies? This session will go beyond regulatory requirements and equip you with the best practices in stewardship to ensure your principles, policies, and practices are aligned with your philanthropic goals. We… Read More

Laying the Foundation Part One: Defining Family and Its Role

Posted on November 19, 2024 by Jensie Burton, Jeff Zeisler, Nicole Seawell, John Hicks

Join us as we explore fundamental questions in the context of family philanthropy: “Who is considered family?” and “What is the role of family in family philanthropy?”   As family philanthropies evolve, choosing how to define family—whether it includes lineal descendants or extends to spouses, chosen family, or others—is essential.  Families must also decide how and when to include community voices… Read More

Trends in Family Philanthropy 2025 Report: Exploring the Main Findings

Posted on October 15, 2024 by Miki Akimoto, Erin Hogan, Nicholas A. Tedesco

Read the Trends 2025 report here. 🔑 Key Moments from the Webinar 4:05 Remarks from Erin Hogan, NCFP’s Board Secretary and Private Philanthropy Executive at Bank of America Private Bank, on the history of Trends 6:33 Framing remarks for the Trends presentation and insights into the topline findings 10:14 The survey methodology and the report findings on foundation identity and… Read More

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