How Can I Help My Board Members Understand the Long- Term Nature of Impact Investing?

Posted on October 9, 2014 by Tomer Inbar, Tony Wells

Tomer Inbar: To start with a short anecdote, a client of mine and I were talking about their first program-related investment (PRI) that was going to go under. Although they had a successful program-related investment portfolio, she had to go to the investment committee where her PRIs were managed and tell them that they believed that this company was going… Read More

Sample CEO Performance Reviews (NCFP, 2014)

Posted on October 8, 2014 by National Center for Family Philanthropy

A collection of sample CEO performance reviews collected in the NCFP Guide, Performance Review: The Complete Guide to Evaluating the Family Foundation CEO. CEO reviews are provided from the following family foundations: The Clowes Fund Max M. & Margorie S. Fisher Foundation Knott Foundation Jessie Smith Noyes Foundation Roy A. Hunt Foundation… Read More
Voices from the Field

Susan Packard Orr on the legacy of her parents, David and Lucile Packard

Posted on May 28, 2014 by Cole Wilbur, Susan Packard Orr

Editor’s note: the following is reprinted from Living the Legacy: The Value of a Family’s Philanthropy Across Generations, published by the National Center for Family Philanthropy in 1999. In a family foundation there is no question as to the importance of learning from the donors and carrying out their legacy. David and Lucile Packard left our foundation their estate as… Read More

Twelve qualities of the good trustee

Posted on May 15, 2014 by John Nason

Determining the process for choosing trustees to act as stewards of your philanthropy’s assets is one of the most important decisions you must make.  The slideshow below will take you through the twelve qualities of a good trustee… Read More