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Consultants and philanthropic advisors

Individual
(1 user)
$1000
per year (billed annually)
Join
Regular
(limit of 5 advisors only)
$2500
per year (billed annually)
Join
Pro
(all staff and clients)
$4500
per year (billed annually)
Join

Available exclusively for individual consultants working in a solo practice

Available to boutique and larger consulting firms who wish to provide up to 5 advisors with access to the Knowledge Center

Available to consulting firms that wish to provide both advisors as well as family foundation clients with access to the Knowledge Center

Direct line to NCFP staff for up to 2 requests for information per year

Direct line to NCFP staff for up to 5 requests for information per year

Direct line to NCFP staff for up to 15 requests for information per year

One advisor login account to Knowledge Center (may not be shared with others)

Up to 5 advisor login accounts to Knowledge Center (may not be shared with others)

Unlimited Knowledge Center login accounts for your advisors and clients

One phone line of access to 12 webinars a year (may not be shared)

Up to 5 phone line of access to 12 webinars a year (may not be shared)

Unlimited line of access to 12 webinars each year

 

Access to 130+ replays, transcripts, and handouts

Access to 130+ replays, transcripts, and handouts

Access to 130+ replays, transcripts, and handouts

Featured listing, including logo, on NCFP website and monthly webinar slide deck

Featured listing, including logo, on NCFP website and monthly webinar slide deck

Featured listing, including logo, on NCFP website and monthly webinar slide deck

Complimentary copies of all Passages Issue Briefs and special NCFP reports

Complimentary copies of all Passages Issue Briefs and special NCFP reports

Complimentary copies of all Passages Issue Briefs and special NCFP reports

Subscriber (only) receives 20% discount off publications in the NCFP bookstore

Subscriber (only) receives 20% discount off publications in the NCFP bookstore

Subscriber (only) receives 20% discount off publications in the NCFP bookstore

Co-branded web portal, that incorporates your brand colors and logo, for client and staff access to the Knowledge Center

Permission to adapt or reprint  NCFP materials for your newsletters, handouts, presentations, and client briefings

Top 10 reasons to join

As dedicated partners in the philanthropic sector, our goal is to help you more effectively serve your clients/members by providing objective research, trusted expertise and unique networking opportunities. Together, we act as a catalyst for the greater good by helping thousands of giving families each year.

  • Become a virtual center on family philanthropy for your clients and staff
  • Stay connected to top trends in the field of family philanthropy
  • Help your clients prepare for and navigate key transitions in family giving
  • Connect with colleagues and families who share your interest in supporting family philanthropy
  • Learn about the needs and interest of donors, board members, practitioners and staff
  • Position yourself as an expert and leader in family philanthropy
  • Access more than 2000 reports, articles, webinars, issue briefs, podcasts, and sample policies and practices for family philanthropy
  • Direct access to the expert staff of the National Center for Family Philanthropy
  • Encourage and support the giving of your clients and donor families everywhere
  • Share your commitment and belief in the value and potential of family philanthropy

You're in good company

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Testimonials

NCFP's deep understanding of the issues that matter most to family philanthropy makes it an exceptional resource for family foundations. The Center’s guidance, materials and events are relevant and relatable, practical and enlightening.

Mary Phillips, President GMA Foundations

FAQs

What is the difference between a Friend of the Family and a Knowledge Center Subscriber?

Those eligible for the Friends of the Family Network include family foundations, donor advised funds, and individual philanthropists who give grants of $100,000 or more per year. Friends share our commitment to the value of family philanthropy and our belief that it should be encouraged and sustained.

Eligible Knowledge Center Subscribers include all other entities and individuals looking to supplement their educational offerings to their members and donors or to assist in their professional work. These subscribers include: community foundations, regional associations of grantmakers, financial and legal advisor firms, philanthropic advisors and consulting firms, and other organizations working to support the growth of effective family philanthropy.

My consulting firm is a member of our local regional association. Can I access NCFP’s Knowledge Center and webinars through this membership?

Unfortunately, no. Our partnerships with regional associations have been priced at a level which provides FP Online Knowledge Center access only to their family foundation and private foundation members. To gain access to the Knowledge Center, consultants and philanthropic advisors are required to subscribe separately through one of our packages designed specifically for them. NCFP seeks to ensure that we continue to provide the best possible information to you as you work to serve your clients. Sustaining these services at the high quality you've come to expect requires that we charge for this access, and we ask that you become an FP Online partner.

My firm serves as staff to a family foundation that is a member of our local regional association. May we access the Knowledge Center and webinars as staff members of this family foundation?

Unfortunately, no. While philanthropic consulting firms and individual philanthropy consultants sometimes serve as staff (or, in some cases, as board members themselves) for family foundations that are members of regional association, consultants typically provide paid services to a number of other clients that can use the information and knowledge you gain from the Knowledge Center and webinars. Our board has directed us to charge a separate partnership fee for consultant access.

Do you offer demos of the Knowledge Center and other services affiliated with a subscription or Friends donation?

Yes, please contact NCFP at 202.293.3424 to arrange for a demo or tour.

May I speak with another individual about their experiences using the National Center’s Family Philanthropy Online service?

Yes, please contact NCFP. You may also wish to review the testimonials above.

How do I pay the subscription fee?

There are two options. The first option is to complete the online application form and pay using your credit card on the website. If you have any questions regarding your eligibility to become a Friend of the Family or FP Online subscriber please contact NCFP first. There is a $100 service fee if refunds are necessary.

The second option is to complete the on-line application form for us to review and confirm your eligibility. You can then send a check or credit card information for us to process or pay by credit card on the website.

Can I change my plan?

You may upgrade your plan at any time by paying a pro-rated amount of the difference between your current plan and the upgraded plan. Downgrading of selected plans may be available at your renewal date. Please contact NCFP staff for details.

Is there a monthly payment plan as opposed to annual billing?

Subscriptions are only available for a full year and are automatically invoiced annually.

Is the subscription automatically renewed at the end of the year?

Yes, we will send you a renewal invoice 4-6 weeks prior to the end of your subscription.

What is your cancellation policy?

Cancellations within the first month are fully refunded less a $100 service fee. After the first month, cancellations are not permitted.