Publications & Research

In addition to the original and crowdsourced content featured in our Knowledge Center, NCFP publishes and makes available for purchase a variety of printed guides, books, and research reports.

Featured research and printed publications available for sale are gathered here.


Publications include Splendid Legacy 2: Creating and Re-creating Your Family Legacy and NCFP’s series of CEO guides.

Splendid Legacy 2: Creating and Re-creating your Family Legacy

Written by though leader and NCFP founding president Ginny Esposito, Splendid Legacy 2 offers advice and resources from from the field’s foremost experts in family philanthropy. Splendid Legacy 2 is a must-own volume for any family that is looking to build a philanthropic legacy, as well as for advisors and others interested in understanding this special giving vehicle.

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CEO Guides

NCFP’s CEO guides were written to help CEOs and family foundation boards better understand the qualities of effective family foundation leadership as well as its special challenges. We hope the guides will support CEOs as they master the complex demands of their position.

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Research reports detail findings of studies conducted by NCFP such as Trends 2020: Results of the Second National Benchmark Survey of Family Foundations and Pride of Place: Sustaining a Family Commitment to Geography.

Balancing the Family Tensions of Individual and Collaborative Philanthropy in Complex Multi-Generational Families

This research study explores how families navigate this tension over time—and we are specifically interested in looking at families that use multiple giving vehicles to do so. This often includes one or more “legacy” foundations created by earlier generations, newer foundations created by siblings and cousins in later generations, donor-advised funds, and corporate giving programs in family-­owned businesses.

This research is being conducted in 2021. Learn how you can participate.

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Trends 2020

Trends 2020: Results of the Second National Benchmark Survey of Family Foundations shares updated trends on the governance and management practices of U.S. family foundations, and includes new questions relevant to ongoing changes in the field including issues of equity, place-based giving, transparency, the role of the donor, and the question of spend down versus perpetuity.

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Pride of PlacePride of Place cover

How has place-based family philanthropy evolved over time? Pride of Place: Sustaining a Family Commitment to Geography is a study of place-based foundations and funds. A place-based foundation or fund is committed—often exclusively—to a particular geographic region of the country.

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Trends 2015 Study

Trends 2015the first national benchmark survey of family foundations, was conducted in response to the need for quantitative data on our under-researched field. The findings of Trends 2015 are available to help those in the field make in formed decisions.

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The Power to Produce Wonders: The Value of Family in Philanthropy

The first ever in-depth examination of the value of family philanthropy to the family, to communities and to democracy, based on the perspectives of more than 300 family philanthropy leaders through individual interviews, discussions at 14 regional symposia and sessions at a national symposium in Washington, DC. Questions covered in the report include: How does the personal participation of donors and family members add value to the giving process and, more importantly, to the results and impact of that philanthropy? What value does family philanthropy represent as a component and reflection of the proper functioning of democracy and democratic institutions in the United States?

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Generations of Giving: Leadership and Continuity in Family Foundations

Using detailed and comprehensive analysis, Generations of Giving: Leadership and Continuity in Family Foundations examines continuity and leadership over time within family foundations. Based upon a study of foundations in the United States and Canada that have survived through at least two generations, the authors ask probing questions, including: Why were the foundations started? What did they look like at the beginning? How did the families of the founders come to be involved? And how did they organize themselves to do their work from year to year, decade to decade?

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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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