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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Developing or Renewing Your Foundation Strategy

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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Trends in Family Philanthropy

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

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How to Serve the Redefined Family

This content collection was curated to provide resources and tips for how your philanthropic family can adapt to a redefined family.

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Money and Values

This content collection was curated to share some experience, tips, and tools to better support philanthropic families in their money journeys.

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Family Stories and Interviewing Elders

This Content Collection was curated for you to discover a variety of techniques available for engaging with elders to document a family history that may be shared with generations to come.

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Pride of Place

This Content Collection features NCFP's report providing the first-ever in-depth look examining place-based, multi-generational family giving, along with a variety of other resources and case studies on place-based family philanthropy.

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Ending Well: Exits and Spend Down

The resources shared in this collection contain information and tools developed through the experience of multiple philanthropies involved in exits – including the S. D. Bechtel, Jr. Foundation.

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Stories for Engaged Learning

Stories for Engaged Learning is a collection of case studies rooted in the practical experiences of family and private foundations; the stories are designed for engaged learning. 

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Family Philanthropy and Donor-Advised Funds

This online guide is for donors and families considering donor-advised funds, as well as for others, including advisors, seeking to learn more about the benefits and complexities of this important philanthropic vehicle.

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Working with Consultants

There are almost as many reasons to hire a consultant as there are consultants. These resources will help you take the right steps to find, hire, and manage a consultant who will deliver what you need whether it be for strategy, evaluation, communications, or providing fundraising advice and support for your grantee partners.

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