Events & Webinars | Webinars

Talking About Money

November 12, 2009 | Karen Putnam, Sharna Goldseker
Talking about money across generations can be uncomfortable. In this teleconference, we’ll use a case study of a multi-generation family’s conversation about their wealth and philanthropy to help listeners unpack multiple layers of assumptions and perspectives from each family member’s point of view. From this call you’ll get a framework for how to have these conversations better in your own family. Read More
Knowledge Center | Book Chapter

Rethinking the Management of Foundation Endowments

October 3, 2009 | John E. Craig Jr.
As the implications of the 2008–09 financial crisis for the world economy and markets have become clearer, many foundation executives and investment committees are reassessing their approach to endowment management. This essay reports on the effects of the recent turmoil on foundation endowments thus far, and offers lessons from the crisis and earlier ones that could help boards and investment Read More
Knowledge Center | Article

The nonprofit starvation cycle

October 1, 2009 | Ann Goggins Gregory, Don Howard
A vicious cycle is leaving nonprofits so hungry for general operating support for decent infrastructure that they can barely function as organizations—let alone serve their beneficiaries. The cycle starts with funders’ unrealistic expectations about how much running a nonprofit costs, and results in nonprofits’ misrepresenting their costs while skimping on vital systems—acts that feed funders’ skewed beliefs. Read More
Knowledge Center | Sample

Trustee Handbook and board policies (Hill-Snowdon Foundation)

September 21, 2009 | Hill-Snowdon Foundation
This document represents all standing policies that have been developed by the Hill-Snowdon Foundation since the year 2000.   It presents long-term policies as well as short-term (action-oriented with specific timeframe attached) policies that have not yet been completed, and includes Executive, Grantmaking, and Operational policies. Read More
Knowledge Center | Sample

Record retention policy

September 11, 2009
The National Center for Family Philanthropy is offering our record retention policy as a sample. It’s designed with an eye to legal, prudence, and space-saving concerns. Whether you’re moving your office, trying to consolidate your files, or preparing in case of an emergency, it’s a good idea to have a record retention policy. Read More
Knowledge Center | Passages Issue Briefs

Family Foundations as Agents of Change

September 4, 2009 | Jeffrey M. Glebocki, Joann Ricci
We often hear media reports on the contributions and impact of super-sized grants and mega-foundations. But data and experience tells us it’s the presence and consistency of small- and medium-sized family foundations that provide much of the fuel for nonprofit organizations in our communities. Family foundations are uniquely positioned to serve as leaders in community problem-solving. Because their board members Read More
Events & Webinars | Webinars

Sharing Values Across Generations

August 13, 2009 | Virginia M. Esposito
Shared values are the glue that holds a philanthropic family together, and is a legacy that provides continuity to future generations. In this call, NCFP President Ginny Esposito will help you have a conversation, ask the key questions, articulate your family’s values, apply those values to your vision and mission and pass them on to your family’s next generation. Read More
Knowledge Center | Report

Next generation leadership: Exploring transition at the Andrus Family Fund

August 4, 2009 | Deanne Stone
How to involve a family that size was daunting enough, but the trustees faced another hurdle. Historically, the seats on the family boards had been filled by a handful of family members from a few family branches. The fourth-generation wanted to have a more democratic selection process, but could they suddenly and convincingly open the doors to the family’s philanthropies after decades of exclusion? Read More