Events & Webinars | Webinars

Toeing the Line: Legal Pitfalls in Family Foundation Governance

December 11, 2014 | Andrew Schulz
Should we accept those tickets to the opening of the new local theater that just arrived in the mail? Can our family office charge our foundation for rent? Is it o.k. for us to pay Uncle Bob to manage the foundation’s investment portfolio? Can we make a grant to our family's donor advised fund to help make year-end payout requirements? Read More
Events & Webinars | Webinars

Avoiding Avoidance: Addressing and Managing Conflict

Conflict is neither inherently good nor bad. Conflict will always occur in an organization that's growing, evolving, and changing. On this webinar, we’ll explore typical situations where families might find themselves falling into the avoidance trap, along with useful strategies for ‘avoiding avoidance’ and other related tips and tools for managing family conflict. Read More
Events & Webinars | Webinars

Mission Investing: Overcoming Resistance and Getting Started

How can you engage your board in a thoughtful conversation about the options and added benefits of the mission investing approach? What are some of the best ways to get started with mission investing, and how do family foundations, especially those with limited staff capacity, manage these new strategies to better leverage their philanthropic assets and mission? Read More
Events & Webinars | Conferences and Workshops

The 2014 Trustee Education Institute: An intensive seminar for family foundation trustees

DOWNLOAD COMPLETE 2014 AGENDA HERE – SEE SPEAKER LIST AND BIOS BELOW NCFP’s Trustee Education Institute provides a comprehensive introduction to all of the key legal, investment, ethical, grantmaking, and family dynamics issues facing family foundation board members. Featuring a faculty made up of NCFP’s senior staff and highly respected philanthropy experts, this three day, intensive seminar will cover: What does Read More
Events & Webinars | Webinars

Generational Transitions: The Never-ending Story

If you are connected to a multi-generational family foundation, you likely have discovered that transitions are not a one-time event; rather, they are an ongoing and evolving fact of life. Whether transitioning from the donor to the 2nd generation, 2nd to 3rd, or beyond, there are common lessons and experiences that families may draw from. Read More
Events & Webinars | Webinars

So You Want to Be a Family Philanthropist?

Sometimes philanthropy is done purely for altruistic reasons, but often there are other motivations. Donors with an interest in engaging their family in shared philanthropy must review both the tax implications and administrative costs of the charitable vehicle(s) they consider, as well as the degree of control and influence they wish to retain for years, and perhaps generations, to come. Read More
Events & Webinars | Webinars

Navigating Leadership Transitions in Family Philanthropy

Every family philanthropy experiences the joy, the sadness, the complexity, and the energy of transitions. Moving toward new leadership in the family can be difficult, emotional, and sometimes frustrating. However, when it is done deliberately and thoughtfully, these times of transition can also be positive for all involved. Read More
Events & Webinars | Webinars

Leading Through Change: Advice from and for Seasoned CEOs and Their Boards

How do seasoned family foundation CEOs stay renewed and refreshed in their work? How do experienced CEOs find ways to balance the needs of the family with those of the foundation? How do they know when it is time to move on, and how can they work with the board to prepare the donor family for an eventual departure? Read More
Events & Webinars | Webinars

So Far So Fast – a Family Foundation Finds Its Focus

How does a family foundation with no defined mission, no staff, no structure and a family that was never brought into the fold pull itself together to fashion a high performing foundation in under 4 years? Hear the remarkable story and the lessons learned featuring the steps taken, professionals and organizations engaged, and the just plain hard work required to Read More