Tool

Power Moves: Your Essential Philanthropy Assessment Guide for Equity and Justice

Posted on April 16, 2020 by National Committee for Responsive Philanthropy

Taking time out for self-assessment and learning is an important part of the organizational cycle of planning, action and reflection. It helps ensure that your strategies make sense given your goals, and that those strategies are having the impact you seek for the communities you care about. … Read More

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Background on Business Modeling for Community Foundation Services

Posted on October 1, 2019

Community foundations face tough choices about their overall business models and the business models and financial models for specific products and services. This white paper summarizes insights on those choices from inside and outside the community foundation field. It may be particularly helpful to staff and volunteers newer to the field of community foundations. Terminology What are the differences between… Read More

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Building an Effective Marketing Strategy for Families

Posted on September 11, 2019

This worksheet from Turn Two Communications provides an overview of the key questions community foundations should answer as they build a marketing strategy for their family philanthropy programs… Read More

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5 Cases on Family Philanthropy Dynamics

Posted on September 11, 2019

The Philanthropic Initiative (TPI) developed these quick case studies for internal discussion by community foundation staff. They deal with issues such as dictated participation, uneven levels of involvement, and family member ambivalence… Read More

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Involving Advisors in Philanthropic Planning

Posted on September 11, 2019

In 2005, Steven Johnson, former VP at The Philanthropic Initiative, summarized 10 years of research and practice in philanthropic planning in this article for the Journal of Gift Planning… Read More

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Research on Advisors and Philanthropic Planning

Posted on September 11, 2019

The search for philanthropic advice by wealthy donors is increasing, driven by the women and younger generations who will inherit the intergenerational transfer of wealth. … Read More

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Partner Evaluation Matrix

Posted on September 11, 2019

This matrix can help you create internal clarity around the type of relationship you want with a prospective partner and the why, what, and success factors of the mutual value exchange… Read More

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Working Together for Mutual Benefit

Posted on September 11, 2019

Figure showing four aspects of working together for mutual benefit… Read More

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Two-Part Family Philanthropy Case Study: Couple and Family Meetings

Posted on September 11, 2019

This two-part case study first gives you practice in navigating your first meeting with a couple and then managing a second meeting with the couple and their two children. The Philanthropic Initiative (TPI) developed it for community foundations in 2007… Read More

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Family Philanthropy Case Study: Different Styles

Posted on September 11, 2019

This case study, for facilitated group discussion with your staff, describes the challenge a community foundation faced a family clashed over differing philanthropic styles and power sharing. The Philanthropic Initiative (TPI) developed it for community foundations in 2007… Read More

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