Resource Type: Tool

The Family Giving Lifecycle: Succession and Legacy Primer

Posted on July 16, 2024 by National Center for Family Philanthropy

In this primer, you will consider three important questions: What is the consequence and significance of your philanthropy? Who will steward your philanthropy after you’re gone? How and when will you prepare and involve these future stewards, ensuring the continuity you desire?… Read More

Donor Legacy Discussion Modules

Posted on July 16, 2024 by Janice Simsohn Shaw

To help families begin or continue legacy conversations with a modern framework, this short guide offers a collection of ten discussion modules on a wide variety of questions related to philanthropic legacy… Read More

The Family Giving Lifecycle: Governance Primer

Posted on January 22, 2024 by National Center for Family Philanthropy

Governance is a framework in which you name how decisions will get made in your philanthropy and by whom. This primer will help you demystify governance, think through whom you would like to join you, and how you will make decisions as a group… Read More

More than Numbers: A Guide Toward Diversity, Equity, and Inclusion (DEI) in Data Collection

Posted on August 7, 2023 by Charles and Lynn Schusterman Family Philanthropies

This guide, developed by the Charles and Lynn Schusterman Family Philanthropies, is designed to help organizations collect the demographic data they need to make informed decisions and reflect the true diversity of the communities they serve… Read More

Participatory Philanthropy Toolkit

Posted on July 17, 2023 by Fund for Shared Insight

The toolkit is based on the first-hand experiences of consultants working with funders and community members on the Fund for Shared Insight’s one-time grantmaking program, the Participatory Climate Initiative. … Read More

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ValuesAdvisor Database

Posted on January 11, 2023

ValuesAdvisor is a nonprofit that works in partnership with high net worth investor affinity groups to accelerate the flow of money to impact. ValuesAdvisor is a database to find financial advisors who deliver both financial and environmental/social returns. Networks and affinity groups offer ValuesAdvisor as a member benefit, providing investors with easy access to trusted values-aligned professionals, put forward by… Read More

Equitable Grantmaking Continuum

Posted on October 27, 2022

A simple tool for funders to assess how equitable your funding practices are… Read More

Where We Bank Matters: A Community Bank Guide for Nonprofits

Posted on June 2, 2022

This guide aims to encourage nonprofits to be intentional about banking relationships. It includes insights from Leap Ambassadors and other social-sector leaders on what to look for in community banking relationships; specific, actionable steps organizations can take when considering a partnership with such institutions; and examples of community banks working in communities, particularly in underinvested communities… Read More

Site Visit Tips and Case Studies

Posted on March 15, 2022 by Neithercut Philanthropy Advisors LLC

This guide outline four types of site visits: new applications, grant monitoring, grant follow-up, and legacy grantee… Read More

Interview Questions for Anti-Racist Consultants

Posted on January 3, 2022 by Andrus Family Fund, Surdna Foundation

A collection of questions created by the Surdna Foundation and Andrus Family Fund to help interview and screen candidates to serve as anti-racist consultants for a foundation’s management, governance, and grantmaking practices. Also included is a rubric of characteristics and experiences to look for in potential candidates… Read More

The Family Giving Lifecycle: Succession and Legacy Primer

Tool

The Family Giving Lifecycle: Succession and Legacy Primer

Posted on July 16, 2024 by National Center for Family Philanthropy

Donor Legacy Discussion Modules

Posted on July 16, 2024 by Janice Simsohn Shaw

The Family Giving Lifecycle: Governance Primer

Posted on January 22, 2024 by National Center for Family Philanthropy

More than Numbers: A Guide Toward Diversity, Equity, and Inclusion (DEI) in Data Collection

Posted on August 7, 2023 by Charles and Lynn Schusterman Family Philanthropies

Participatory Philanthropy Toolkit

Posted on July 17, 2023 by Fund for Shared Insight

ValuesAdvisor Database

Posted on January 11, 2023

Equitable Grantmaking Continuum

Posted on October 27, 2022

Where We Bank Matters: A Community Bank Guide for Nonprofits

Posted on June 2, 2022

Site Visit Tips and Case Studies

Posted on March 15, 2022 by Neithercut Philanthropy Advisors LLC

Interview Questions for Anti-Racist Consultants

Posted on January 3, 2022 by Andrus Family Fund, Surdna Foundation

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