Ask NCFP

How to Manage Relationships with your legal, financial, and investment advisors

Posted on September 15, 2010 by Patricia Angus

How can we get an honest picture from our advisors about whether the strategies they are pursuing are the right ones? How do we know our advisors are telling us everything we need to know? Consider having general investment, legal and other training sessions for your foundation board that are conducted by someone other than the advisors who you’re working… Read More

Emeritus Board Members: Curse or Blessing?

Posted on August 24, 2010 by Alice Buhl

Mom and Dad are aging but we want to keep them involved.  Aunt Sally has been running the foundation forever but the other board members feel it is time for someone else to take over.  Uncle John is beginning to get confused.  The three sisters in the second generation have been controlling things for years but the next generation wants… Read More
Ask NCFP

Emeritus board members: Curse or blessing?

Posted on August 15, 2010 by Alice Buhl

Mom and Dad are aging but we want to keep them involved. Aunt Sally has been running the foundation forever but the other board members feel it is time for someone else to take over. Uncle John is beginning to get confused. The three sisters in the second generation have been controlling things for years but the next generation wants… Read More

Managing Risk: Board Oversight of Foundation Investments

Posted on August 4, 2010 by Karen Green, Andras Kosaras

In the post-Madoff era, the foundation and nonprofit sector continues to struggle with how to invest philanthropic assets most appropriately, and how to ensure that boards and staff are managing investments prudently. This new edition of Passages, authored by two leading experts on the roles and responsibilities of foundation boards, examines the critical role of governance and how to develop… Read More
Case Studies

The Ansara Family Fund: Partnering Beyond Borders for Long-term Impact

Posted on April 15, 2010 by Jason Born

When Karen and Jim Ansara contacted the Boston Foundation on January 14, 2010 to talk about how their family’s donor-advised fund could best respond to the earthquakes in Haiti—which had happened less than 48 hours before—they were continuing both a longstanding commitment to international philanthropy, as well as a more recent commitment to Haiti in particular. Working with staff at… Read More

Choosing and Preparing Your Grantmaking Successors

Posted on March 4, 2010 by Mary Phillips

Family foundation donors and first generation boards should begin the continuity and succession discussion early in the foundation’s lifetime if perpetuity is the objective. In a succession plan, one trustee usually succeeds another. However, before succession can take place there should be continuity of governance where members of more than one generation are working together as peers. This Passages profiles… Read More

Logic Models: Not Just for Big Foundations Anymore

Posted on January 4, 2010 by Erica V. Ekwurzel

Logic modeling is popular with large foundations, but has not been embraced by many of the smaller ones. One reason is that foundations with few or no staff fear that producing one is complicated and time consuming. It doesn’t have to be. And it can be a crucial tool for small asset foundations looking to make sustained impact, as explained… Read More

Family Foundations as Agents of Change

Posted on September 4, 2009 by 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