Staff members who work with family foundations and donor-advised funds are often called to play many roles including grants advisor, family mediator, management consultant, sibling go-between, psychologist, and jack of all trades. Presenters Gary Tobin and Joanne Florino discuss how to define roles, determine what’s appropriate, and make the staff-family relationship productive and successful.

Featured Speakers

Joanne Florino

Joanne Florino is vice president of philanthropic services for The Philanthropy Roundtable, and former senior vice…

View Profile

Gary A. Tobin

Dr. Gary A. Tobin was founder and president of the San Francisco-based Institute for Jewish & Community…

View Profile

What others have said...

The NCFP teleconferences are a great staff development tool for those of us working with families in community foundations. Hearing from experts in the field, as well as professional staff of family foundations provides us with insights and information to better serve our donors.

Pamela Velo, Former Vice President of Donor Services, Central Indiana Community Foundation

This presentation gathered all of the various aspects into a snapshot of the challenges and rewards of working with the donor family.


This is a wonderful resource in a growing professional field. It is a difficult area to find local training since we are all spread across the country. Thank you for your efforts to help professionalize the field.

Emily Hull-Parsons

Additional questions? Contact NCFP