The Philanthropic Initiative

This content is for Community Foundations subscribers only.

Family Philanthropy Case Study: Initial Meeting with Couple

Posted on September 11, 2019

This case study gives you practice in navigating a couple’s differing philanthropic goals in your first meeting with them. The Philanthropic Initiative (TPI) developed it for community foundations in 2007… Read More

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Family Philanthropy Services Evaluation Toolkit

Posted on September 11, 2019

This toolkit from TPI's Excellence in Family Philanthropy: Community Foundations Working Group, provides information and insights to help community foundations allocate their resources more effectively, make strategic refinements to services, justify to foundation management the need for enhanced services, and communicate to donor families the range of services offered and their expected outcomes… Read More

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Measures of Success Thought Paper

Posted on September 11, 2019

TPI’s 15-page thought paper on goals and success measures for family philanthropy services also discusses potential tensions and synergies between the measures… Read More

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Role Play: Developing Family Goals

Posted on September 11, 2019

A role play case study developed by The Philanthropic Initiative for their "Excellence in Family Philanthropy for Community Foundations: Staff Training Curriculum."… Read More

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Community Foundation Family Philanthropy Services Evaluation Toolkit

Posted on September 10, 2019

This toolkit is designed to provide community foundations with an introduction to program evaluation and guidance for prioritizing what they want to learn from their evaluation efforts… Read More

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Estridge Family Case Study

Posted on September 10, 2019

The Estridge family has a family-owned business that builds custom homes and is involved in other real estate ventures. The Estridge Family Foundation was established as a Donor Advised Fund by Paul Estridge Jr., his wife Judy, and his parents, Carol and Paul Estridge, Sr. in November 2007 after they sold their interests in a horse racing track in Indianapolis… Read More

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What Holds Donors Back?

Posted on September 10, 2019

Training worksheet designed to help guide an internal discussion about your current experiences with your donors and fund holders, and what holds them back from involving their families… Read More

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Atlanta Center for Family Philanthropy Case Study (2006)

Posted on September 10, 2019

This case study briefly documents the development of The Community Foundation for Greater Atlanta’s Center for Family Philanthropy. It was created as part of the Excellence in Family Philanthropy Initiative, a peer-driven and collaborative effort of 19 community foundations to share and develop good practices for working with family philanthropies. … Read More

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Policy and Practice Roadblocks

Posted on September 10, 2019

In 2002, NCFP released The Practice of Family Philanthropy in Community Foundations, authored by consultant Helmer N. Ekstrom. In interviews with wealthy donor families, Ekstrom heard abot a variety roadblocks to working with community foundations, documented in this short resource… Read More

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Ethical Issues for Community Foundation Supporting Philanthropic Families

Posted on September 10, 2019

The purpose of this paper is to identify some of the unique ethical issues and dilemmas that can surface in this work and provide guidance, where possible, on how to address them. … Read More

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Family Philanthropy Case Study: Initial Meeting with Couple

The Philanthropic Initiative

Family Philanthropy Case Study: Initial Meeting with Couple

Posted on September 11, 2019

Family Philanthropy Services Evaluation Toolkit

Posted on September 11, 2019

Measures of Success Thought Paper

Posted on September 11, 2019

Role Play: Developing Family Goals

Posted on September 11, 2019

Community Foundation Family Philanthropy Services Evaluation Toolkit

Posted on September 10, 2019

Estridge Family Case Study

Posted on September 10, 2019

What Holds Donors Back?

Posted on September 10, 2019

Atlanta Center for Family Philanthropy Case Study (2006)

Posted on September 10, 2019

Policy and Practice Roadblocks

Posted on September 10, 2019

Ethical Issues for Community Foundation Supporting Philanthropic Families

Posted on September 10, 2019

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