CEO Guides

(Psssst—are you a current NCFP Friend of the Family? If so, downloadable PDFs of this complete series of guides are available to you at no cost!)

Leading Through Change: Advice from and for Seasoned CEOs

This guide, the fourth in NCFP’s CEO Leadership Guide series, draws on the wisdom of seasoned CEOs who have navigated challenging changes and transitions in their careers and can offer practical insights to help peers prepare for what’s to come. Read an excerpt on our Family Giving News blog.

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Performance Review: The Complete Guide to Evaluating the Family Foundation CEO

40% of family foundation CEOs say their board does not review their performance on an annual basis. Yet most CEOs yearn for their boards to invest the energy and time entailed in a thoughtful evaluation. This guide will help boards and CEOs structure an assessment process that maximizes the CEO’s contribution to foundation effectiveness. Read an excerpt on our Family Giving News blog.

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Help Wanted: Hiring a New Family Foundation CEO

The role of a family foundation chief executive is unique—running a philanthropic enterprise in partnership with a family. This first-ever guide for hiring a family foundation CEO will help your family figure out where you want your foundation to go, and how to find the right person to take you there.

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The First Year: The Complete Guide for the New Family Foundation CEO

A companion to the NCFP guide on hiring a CEO, this is the first how-to guide for new family foundation chief executives and the board members who hire them. Hiring a CEO is only the first step. A solid transition plan will maximize the CEO’s prospects for success. This guide covers the board and board chair’s role in orienting the new CEO; tips for CEOs to develop strong board/staff relations; setting boundaries and coping with family dynamics; and much more!

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The Family Foundation CEO: Crafting Consensus Out of Complexity

This groundbreaking report focuses a new lens on the family foundation chief executive, unveiling a wide variety of important findings and insights. Some confirm preconceptions; most reinforce our sense that family philanthropy is better understood as a result of formal inquiry into staff (and specifically in this case, CEO) dynamics. The findings presented in the report form the basis for a fuller appreciation of the family foundation chief executive, for new resources to support their work, and for additional research to come.

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COVID-19: Response and Recovery Resources for Giving Families

This collection features resources from the field, an interactive map of local funds, upcoming COVID-19 webinars, and more.

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Racial Equity, Diversity, and Inclusion

This Content Collection includes a variety of perspectives and tools for addressing REDI issues within your organization, including a collection of customized Checklists, Quizzes, and Self-Assessment Tools for boards and staff.

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Trends in Family Philanthropy: Current Research in the Field

This Content Collection features NCFP's Trends 2020 Study and other current research on the field of family philanthropy.

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Stanford PACS Guide to Effective Philanthropy

The aim for this book is to simplify the components of effective philanthropy. The Guide has two major parts. Part One lays out a series of personal considerations that will help shape your philanthropic strategy. Part Two delves into the tactical practices of philanthropy to help you deploy your resources most effectively.

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Trust-based Philanthropy

Whether you’re a long-time practitioner or are just considering adopting this approach, we hope these resources will help you bring trust-based principles into practice.

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Participatory Grantmaking

This Content Collection features research, case studies, discussion guides, and other articles and blog posts on the practice of Participatory Grantmaking (also sometimes referred to as Community Led Grantmaking).

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Multi-faceted Giving

This content collection was curated to help answer those questions and allow your philanthropic family to better accommodate diverse systems of giving.

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Generations Together: Engaging Youth

This special collection was curated by our Engaging Youth Peer Network. We thank them for their leadership and sharing. Unless otherwise noted, all resources listed are intended to be able to be used directly with kids.

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Expenditure Responsibility

This NCFP Content Collection includes FAQs, rules and sample policies for the process of expenditure responsibility to ensure your grants to "non-charities" are for charitable purposes.

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Policy Central: Sample Policies and Practices

NCFP's Policy Central includes sample policies and practices in the areas of governance, grantmaking, family dynamics, engaging the next generation, investments, management, and staffing. New samples are added frequently, and are here when you need them!

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Foundation Archives

This Content Collection features reports and articles of interest to foundations considering whether to establish archives to preserve their records, knowledge, and histories.

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Strategic Philanthropy

This Content Collection features NCFP research, webinars, and additional resources to use as your foundation or family considers its overall strategy and approach to philanthropy.

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Family Foundation CEO Leadership Series: For NCFP Friends

NCFP's complete series of guides for hiring, orienting, evaluating and navigating challenging changes and transitions in the careers of family foundation CEOs.

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Collections

Curated by our staff to meet your needs

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