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.

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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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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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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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.

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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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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Policy Central: Sample Policies and Practices

NCFP's Policy Central includes sample policies and practices in the areas of governance, grantmaking, family dynamics, engaging the next generation, investments, management, and staffing. New samples are added frequently, and are here when you need them!

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Foundation Archives

This Content Collection features reports and articles of interest to foundations considering whether to establish archives to preserve their records, knowledge, and histories.

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Strategic Philanthropy

This Content Collection features NCFP research, webinars, and additional resources to use as your foundation or family considers its overall strategy and approach to philanthropy.

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Family Foundation CEO Leadership Series: For NCFP Friends

NCFP's complete series of guides for hiring, orienting, evaluating and navigating challenging changes and transitions in the careers of family foundation CEOs.

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Capital Grants

This Content Collection includes several articles and briefing papers from family foundations that have used capital grants as a core part of their strategy, along with sample guidelines for capital grants.

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How to Serve the Redefined Family

This content collection was curated to provide resources and tips for how your philanthropic family can adapt to a redefined family.

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Money and Values

This content collection was curated to share some experience, tips, and tools to better support philanthropic families in their money journeys.

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Funding Resiliency

This Content Collection shares a collection of resources developed by the S.D. Bechtel, Jr. Foundation on the topic of resiliency. It is designed to help deepen thinking about where, when, and how to invest in capacity building, while also helping funders to explore the dimensions of resiliency and help their grantee organizations prepare for eventual independence from grant funding.

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