Finance and Investments
Posted on September 21, 2017 by Pamela Howell-Beach, Sarah Stranahan, Jason Born
This resource is an excerpt of Chapter 10 from “Splendid Legacy 2: Creating and Re-creating Your Family Foundation”… Read More
Jason Born
Senior Director, Knowledge
Jason Born is the Senior Director of Knowledge at the National Center for Family Philanthropy (NCFP), a role he has held since 2010. Jason helps track trends and leading-edge practices to inform NCFP’s development of suggested practices for effective family philanthropy; supports the President and CIO on strategies and partnerships; and serves as the head of NCFP’s internal team for responding to requests for information and assistance.
This is Jason’s is second stint at NCFP, and he previously served as NCFP’s Program Director from 1997 until 2005. Between his tenures, he helped launched the affinity group Funders Together to End Homelessness, an initiative of the Melville Charitable Trust. Prior, Jason was a program coordinator at the Council on Foundations.
Jason earned his master in economics from Tulane University and his B.A. from Washington University in St. Louis. Originally from rural Maine, he now lives outside of Boston with his wife and two sons where you can often find him on the baseball field or listening to his younger son’s rock band.
Contributions
What is a private operating foundation, and should we consider using this option?
Posted on June 14, 2017 by Jason Born
The IRS distinguishes between public and private foundations and, within private foundations, between operating and non-operating (grant-making) foundations. While private operating foundations may choose to make some grants to other charitable organizations, they must engage primarily in direct charitable activities by running their own programs (i.e., using their own facilities, staff and resources to directly further their charitable operations)… Read More
2016 Trustee Education Institute: a Comprehensive Seminar for Family Foundation Trustees
Posted on March 9, 2016 by Virginia M. Esposito, Susan Crites Price, Andrew Schulz, Bruce Kahn, David Grant, David Dodson, David Neal, Alice Buhl, Jan Jaffe, Kelin E. Gersick, Ph.D.
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 it mean to be a steward of both the public’s trust… Read More
A Lost Opportunity: Discussing Donor Intent Before it’s Too Late
Posted on October 21, 2015 by Jason Born
Developing a donor legacy statement can be a difficult and emotional process, especially when the donor knows that his wishes may conflict with those of his heirs… Read More
The 2014 Trustee Education Institute: An intensive seminar for family foundation trustees
Posted on September 24, 2014 by Glen Galaich, Virginia M. Esposito, Susan Crites Price, Ami Aronson, Andrew Schulz, Kelly Sweeney McShane, Kristin Pauly, Leonor Alfonso, Maegan Scott, Mary Phillips
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
The Power of Urgency – The Eckerd Family Foundation
Posted on October 16, 2013 by Jason Born
Organized from its inception as a limited life foundation, the Eckerd Family Foundation took a bold and strategic approach to using its assets to create significant change on issues affecting young people, including juvenile justice, foster care, and education… Read More
Fifteen Timeless Tips for Trustee Training and Succession
Posted on September 15, 2012 by Jason Born
Year after year, one topic in family philanthropy rises to the top: inspiring, engaging, and preparing the next generation for leadership. Sooner or later, unless the board decides to spend down the endowment, board succession in family foundations is a matter of when, not if. Since its founding in September 1997, the National Center for Family Philanthropy has published dozens… Read More
Celebrating Milestones in Family Philanthropy: Inspiration for the future
Posted on June 20, 2012 by Jason Born
These celebrations may have the added benefits of inspiring the personal philanthropy and volunteer efforts of younger family members and other families, and of providing public attention and recognition of the work of your grantees and other nonprofits in your community. … Read More
Finding Common Ground & Valuing Different Views
Posted on April 15, 2012 by Jason Born
Dealing with different views is challenging in any family. Beliefs, opinions, and practices can diverge in so many ways. Making collective decisions across generations and branches within family foundations – while taking into account differing politics and religions, different attitudes toward money, and varying comfort levels with how public to be about wealth and foundation gifts – often requires patience,… Read More
How should our family foundation think about the use of site visits?
Posted on September 13, 2011 by Jason Born
The decision of whether and how to conduct site visits for some or all of your grantees is worth considering carefully. Initial questions to help frame your use of site visits include: Do we have specific goals for conducting site visits? Do we have the capacity to conduct site visits, and are we willing to dedicate the board and staff… Read More