Family Members and Donors

Better Together: Realizing the Promise of Collaboration in Family Philanthropy

Posted on November 6, 2015 by Michael Moody

Unique challenges arise, and unique opportunities open up, when family donors get involved in collaborative work in philanthropy. This report explores those special challenges and opportunities, and offers a set of recommendations for how to realize the promise of working better together. The insights here are based primarily on in-depth dialogues about family philanthropy collaboration that occurred during the third… Read More

Philanthropy Lessons: The Power Dynamic

Posted on November 6, 2015 by Jen Bokoff

This video from Exponent Philanthropy's 9-part Philanthropy Lessons series explores the dynamics of grantor/grantee relationship, and provides practical actions that family foundation staff can take to lessen the power differential between your foundation and your grantees… Read More

Foundations Can Get More Done by Giving Nonprofits More Power

Posted on October 23, 2015 by Kathleen Enright

For as long as foundations and individuals have given money to charitable causes, the power dynamic has been part of the equation. To many people, the idea that grant makers and nonprofits could work together on equal footing has seemed like a fairy tale, because one of them holds all the resources and decision-making power. In recent years, tension between… Read More

A Steadying Hand: The Critical Role of Non-family Board Members

Posted on October 16, 2015 by Susan Packard Orr

This special Passages Issue Brief written by NCFP Distinguished Fellow Susan Packard Orr describes the various skills, expertise, and perspectives that non-family board members can provide, as well as some of the common challenges for families seeking to add their first non-family board members, and tips for how to set clear expectations for this role… Read More

The Courage to Lead in Family Philanthropy: a Special Pre-Forum Retreat for Board Members and CEOs

Posted on October 13, 2015 by Cindy Johnson, Thomas Beech

This special retreat is an opportunity for participants to explore fundamental questions of leadership, impact, sustainability and self-care. It is based on the work of Parker Palmer, noted author and co-founder of the Center for Courage & Renewal, offering time for small group dialogue and reflection in a safe, trustworthy space. The retreat will focus on the alignment of our personal… Read More

In Times of Growth: Planning for an Influx of Assets

Posted on October 9, 2015 by Elaine Gast Fawcett

An influx of assets is a powerful transition point in your philanthropy. With rising resources comes the budding potential to do more of what you’re already doing—or, perhaps, try something new. This Passages Issue Brief will help you plan now for growth tomorrow, and manage change if you’re in the midst of it today… Read More

A Short Guide to Impact Investing

Posted on October 8, 2015 by The Case Foundation

This guide seeks to help high net worth individuals, family offices and others to know some of the questions, if not the answers, to determine what’s right for them and what to do next to move toward meaningful, measurable impact… Read More

Planning for an Influx of Assets

Posted on September 10, 2015 by Tara Brown, Katherine Lorenz, Elaine Gast Fawcett

An influx of assets—whether sudden or expected—is a powerful transition point in your family’s philanthropy. With rising resources comes the budding potential to do more of what you’re already doing: making a difference according to your foundation’s mission. For family foundations—particularly those for whom the influx comes as a complete surprise—a change in asset size can feel downright disorienting. … Read More

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