Operations & Management

Organizing and Administrating Your Grantmaking

From tracking budgets and expenses, hiring and exploring investment opportunities to bookkeeping and working with advisors, philanthropy requires varying levels of administration.

PEAK Grantmaking

One of NCFP’s newest Content Partners, PEAK Grantmaking, is a vibrant member-led community of professionals who specialize in grants management for funding organizations. Together, they power knowledge and foster collaboration to advance equitable, effective, and efficient grantmaking practice – transforming how grants get made.  Below you’ll find a selection of their resources. For additional guides and resources, including more how-to

Stanford PACS Guide to Effective Philanthropy

This Guide by Stanford PACS is written for donors who are interested in significant and sustained giving. It was born out of their experience at the Stanford Center on Philanthropy and Civil Society in helping donors improve their philanthropic effectiveness. Although much of the Guide is relevant to philanthropy across the globe, it is focused on donors making gifts to

Trust-based Philanthropy

NCFP’s Content Partner, the Trust-based Philanthropy Project, builds and curates tools and resources to engage grantmakers around ways to embody a trust-based approach, and why it matters. Below you’ll find a selection of their specialized how-to guides and templates to use and adapt. For additional guides and resources, including recordings from past presentations, sample policies, and resources from partners in

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

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.