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Philanthropic Consulting & Advising Example

  • About
    • Overview
    • Board, Fellows, & Staff
  • Programs & Services
    • Overview
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    • Recent Events
    • Fundamentals of Family Philanthropy Webinar Series
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    • Learning and Action Cohorts
    • NCFP Fellows Program
    • 2025 Family Philanthropy Leadership Retreat
    • Legal Referral Services
  • Knowledge Center
    • Overview
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    • The Family Giving Lifecycle
    • Resources
    • Publications & Research
    • Policy Central
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    • Trends in Family Philanthropy
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Philanthropic Consulting & Advising Example

Posted on February 21, 2017 by Community Foundation for Northeast Florida

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Marketing Materials: Donor Services Outline

Posted on February 21, 2017 by Community Foundation for Greater Atlanta

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Marketing Materials: Legacy Fund Planning Options

Posted on February 21, 2017 by Chester County Community Foundation

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Family Foundation Alliance

Posted on February 21, 2017

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Private & Family Foundation Services

Posted on February 21, 2017 by The Chicago Community Trust, Community Foundation for Monterey County, Greater Houston Community Foundation, The Seattle Foundation

Private Foundation Services Chicago Community Trust Private Foundation Services Brochure Services… Read More

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Donor Advised Funds: Handbooks and Onboarding Materials

Posted on February 21, 2017 by Central Indiana Community Foundation, Greater Kansas City Community Foundation, The Minneapolis Foundation, The Oregon Community Foundation

DAF-Implementation-Infograph Donor Advised Fund Policies and Guidelines (Minneapolis, 2014) GKCCF DAF intake form Oregon advised funds handbook jan2017 Oregon CF advised fund handbook 2015… Read More

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Case Study: Navigating Community Foundation’s Roles Among A Family’s Professional Advisors

Posted on February 3, 2017 by National Center for Family Philanthropy, Tony Macklin

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Commitment to DEI: Oregon Community Foundation

Posted on January 10, 2017 by The Oregon Community Foundation

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Founders Statement (Brinson Foundation, 2016)

Posted on December 1, 2016 by Gary P. Brinson

A founders statement from the Brinson Foundation… Read More

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Charitable Planning Mistakes

Posted on November 14, 2016 by Central New York Community Foundation

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