National Forum on Family Philanthropy

Although typically held every other year, due to uncertainty around COVID-19, the next National Forum on Family Philanthropy will be held in the fall of 2022 in San Francisco. If you’re interested in being notified as soon as dates are confirmed and registration is open or have a suggestion for a speaker or topic, please let us know.

A “Phil Talks” session at the 2015 Forum. From left to right: A. Sparks (Masto Foundation), Lile Gibbons (Rasmuson Foundation), Mary Fisher (Max M. and Marjorie S. Fisher Foundation), Yvonne Moore (Moore Philanthropy), and June Wilson (Quixote Foundation)

NCFP’s National Forum on Family Philanthropy brings philanthropic families and leaders together for two and a half days of peer networking and thought-provoking conversations led by some of the greatest thought leaders in family giving. A mix of plenary and breakout sessions, the Forum provides a space to discuss both tried-and-true practices and current trends in engaging and interactive formats.

Forum sessions feature the perspectives of donors, family members, and sector experts in an environment that fosters both confidential and candid discussions. Attendees must be board or staff members at a family philanthropy.

2019 National Forum on Family Philanthropy | Chicago, IL

Nick Tedesco, Jamie Allison, Don Chen, Jim Parsons, and Richard Woo during a conversation on leadership transition.

Select speakers:

  • Arne Duncan, Emerson Collective
  • Liz Thompson, Cleveland Avenue Foundation for Education
  • Edgar Villanueva, Decolonizing Wealth Project
  • Vasser Seydel, Turner Foundation

View the program


2017 National Forum on Family Philanthropy | Washington, DC

Beeta Jahedi (Tow Foundation) at a session during the 2017 National Forum.

Beeta Jahedi (Tow Foundation) at a session during the 2017 National Forum.

Select speakers:

  • Ken Burns, filmmaker
  • Cokie Roberts, ABC News and NPR
  • john a. powell, Haas Institute for a Fair and Inclusive Society
  • Dr. Robert Putnam, Harvard University

View the program


2015 National Forum on Family Philanthropy | Seattle, WA

Group of attendees at NCFP's 2015 National Forum

Attendees at the 2105 National Forum

Select speakers:

  • Tony Mestres, Seattle Foundation
  • Connie Ballmer, The Ballmer Group
  • Susan Packard Orr, David and Lucile Packard Foundation
  • Lisa Sobrato Sonsini, Sobrato Family Foundation

View the program

2014 National Forum on Family Philanthropy | Cambridge, MA

Carmela Castellano-Garcia and her mother Carmen Castellano at the 2014 National Forum.

Select speakers:

  • Justin Rockefeller, Rockefeller Brothers Fund
  • Tom Tierney, The Bridgespan Group
  • Jennifer Buffett, NoVo Foundation
  • Ambassador Swanee Hunt; Hunt Alternatives Fund; Harvard’s Kennedy School of Government

View the program


Racial Equity, Diversity, and Inclusion

This Content Collection includes a variety of perspectives and tools for addressing REDI issues within your organization, including a collection of customized Checklists, Quizzes, and Self-Assessment Tools for boards and staff.

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Values and Motivations

This Content Collection highlights webinars, blog posts, and other resources that discuss the importance of values and motivations, shares experiences of giving families, and provides sample policies and tools.

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Trends in Family Philanthropy: Current Research in the Field

This Content Collection features NCFP's Trends 2020 Study and other current research on the field of family philanthropy.

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PEAK Grantmaking

This collection, curated by PEAK Grantmaking, provides resources on driving equity, being effective grantmakers, and more.

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Family Identity and Culture

This Content Collection features resources that discuss the importance of family culture and identity and highlight experiences of family foundations.

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Living the Legacy

This special Content Collection shares chapters from NCFP's popular "Living the Legacy Journal," sharing perspectives and stories of families who have explored and adopted the practice of a living legacy across generations.

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Stanford PACS Guide to Effective Philanthropy

The aim for this book is to simplify the components of effective philanthropy. The Guide has two major parts. Part One lays out a series of personal considerations that will help shape your philanthropic strategy. Part Two delves into the tactical practices of philanthropy to help you deploy your resources most effectively.

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Trust-based Philanthropy

Whether you’re a long-time practitioner or are just considering adopting this approach, we hope these resources will help you bring trust-based principles into practice.

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Participatory Grantmaking

This Content Collection features research, case studies, discussion guides, and other articles and blog posts on the practice of Participatory Grantmaking (also sometimes referred to as Community Led Grantmaking).

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Multi-faceted Giving

This content collection was curated to help answer those questions and allow your philanthropic family to better accommodate diverse systems of giving.

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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.

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Expenditure Responsibility

This NCFP Content Collection includes FAQs, rules and sample policies for the process of expenditure responsibility to ensure your grants to "non-charities" are for charitable purposes.

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COVID-19: Response and Recovery Resources for Giving Families

This collection features resources from the field, an interactive map of local funds, upcoming COVID-19 webinars, and more.

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Curated by our staff to meet your needs

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