Posts by National Center for Family Philanthropy

The Barbara and Donald Jonas family fund: Painting a family philanthropy canvas

Posted by National Center for Family Philanthropy on January 15, 2007

Having just moved into their New York apartment, Barbara and Donald Jonas found themselves staring at a blank canvas. “About thirty years ago, we had moved into a lovely apartment with a lot of walls and we wanted to do something together,” says Barbara. “[My husband and I] thought that [investing in...

The 990-PF in a Nutshell: What You Need to Know

Posted by National Center for Family Philanthropy on August 15, 2004

What is the 990-PF and who needs to fill one out? The 990-PF is the tax return used for all private foundations filing under tax-exempt status, which inventories all of a foundation’s assets, investments, revenue, expenses, and charitable disbursements throughout the fiscal year....

Effective Family Grantmaking in Times of Economic Uncertainty

Posted by National Center for Family Philanthropy on May 15, 2004

By its very nature, family philanthropy tends to be a long-term endeavor. Family philanthropies that seek to effectively serve through the generations need to be flexible, resourceful, and resilient. In uncertain economic times, families must employ a variety of strategies to reinvent themselves and to...

Ethical Wills and Donor Legacy Statements: Passing on More Than Financial Wealth

Posted by National Center for Family Philanthropy on April 15, 2004

This issue of Family Giving News examines the growing use of ethical wills and donor legacy statements: What are they? Why might you and your family want to use one? And how can one of these statements benefit individual donors, their families and the causes and issues they care most about?...

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