Operations & Management

Organizing and Administrating Your Grantmaking

Operating procedures are instrumental to a well-functioning philanthropic effort, providing a framework for how decisions are made in the life of your organization every day.

Expenditure Responsibility

When a private foundation makes a grant to an organization that is not classified by the IRS as tax-exempt, it is required by law to ensure that the funds are spent for charitable purposes and not for private or political activities. This NCFP Content Collection includes FAQs, rules and sample policies for the process of expenditure responsibility to ensure your

Splendid Legacy 2: Creating and Re-Creating Your Family Foundation

NCFP is pleased to make individual chapters of Splendid Legacy 2: Creating and Re-Creating Your Family Foundation available online in PDF format as an exclusive benefit for current NCFP Friends of the Family. The beautiful hard-cover edition of Splendid Legacy 2 also makes a great gift for family members and is a valuable reference and resource for foundation staff! Friends

Woman planning family philanthropy

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!

Foundation Archives

Many Foundations at some point confront the question of what to leave behind and may choose to establish an archive. Some perpetual foundations have created archives that are continually updated, and the decision to archive has long been a consideration for foundations choosing limited life. In this collection of reports and articles, professionals from across the field of philanthropy discuss

Family Foundation CEO Leadership Series: For NCFP Friends

This series of guides – available for the first time in downloadable PDF format to NCFP Friends of the Family at no cost – provides a comprehensive overview and specialized guidance on the leadership role of family foundation chief executives. To purchase a printed copy of one or more of the guides, please visit the NCFP Bookstore.

The Power of Sabbaticals

For a small investment, a funder can have a big impact on a nonprofit by providing its leader with time away to rejuvenate body, mind, and spirit. Yet only a handful of foundations fund sabbaticals, in part because it’s not easy to quantify the impact. Thanks to the Durfee Foundation and a growing number of other family foundations who have

advisor-mentor-intern-young-adults

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, or communications.

Audits, Accounting, and Completing the 990-PF Form

What questions should we ask our auditors? What are our fiduciary responsibilities as family foundation board members? What common mistakes do foundations make when completing the 990-PF? This Content Collection provides comprehensive but concise answers to these questions and many more.

Generations of Giving

Based upon a study of foundations in the United States and Canada that have survived through at least two generations, the authors ask probing questions, including: Why were these foundations started? How did the families of the founders come to be involved? And how did they organize themselves to do their work from year to year, decade to decade?

Investment and Spending Policies

This Content Collection includes resources describing how a foundation's spending policy and organizational objectives are linked to development of a cohesive and integrated investment strategy, as well as sample policies and other related advice.

Get Involved

Search Knowledge Center for Resources!

We’re here to help you on your philanthropic journey. Contact NCFP for support!

Get Assistance

Keep up with trends in family philanthropy. Subscribe to our newsletter!

Signup

Family philanthropy improves the quality of life for all. Join our family!

Join Now