Succession & Legacy

Exploring Lifespan and Next Generation Engagement

It is helpful to consider legacy and succession early in the lifecycle of your philanthropy, with an understanding that your views will no doubt evolve over time. There will, inevitably, come a time for reflecting on the significance of your philanthropy, now and in the future.

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. Please see the NCFP Content Collection, Igniting the Spark: Engaging Next-gen and Youth in Family Philanthropy for additional information and resources.

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 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.

Pride of Place

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

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 Foundation.

Mary Phillips at 2017 National Forum on Family Philanthropy

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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