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This content is for Network Partner: Community Foundations subscribers only.

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

This content is for Network Partner: Community Foundations subscribers only.

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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

This content is for Network Partner: Community Foundations subscribers only.

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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

This content is for Network Partner: Community Foundations subscribers only.

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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

This content is for Network Partner: Community Foundations subscribers only.

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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

This content is for Network Partner: Community Foundations subscribers only.

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Facilitation Fundamentals

Posted on September 11, 2019

In this quick checklist, The Philanthropic Initiative (TPI) and community foundation staff members outlined tips to define your role, set the stage, manage the meeting, and more… Read More

This content is for Network Partner: Community Foundations subscribers only.

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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

This content is for Network Partner: Community Foundations subscribers only.

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Essential Reading List

Posted on September 11, 2019

Community foundations and NCFP staff created this “Essential Reading List” of books that have helped them understand effective work with philanthropic families… Read More

This content is for Network Partner: Community Foundations subscribers only.

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Generic Program Evaluation Matrix

Posted on September 11, 2019

This matrix is adapted from the Results-Based Accountability planning model. … Read More

This content is for Network Partner: Community Foundations subscribers only.

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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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Research on Advisors and Philanthropic Planning

Tool

Research on Advisors and Philanthropic Planning

Posted on September 11, 2019

Partner Evaluation Matrix

Posted on September 11, 2019

Working Together for Mutual Benefit

Posted on September 11, 2019

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

Posted on September 11, 2019

Family Philanthropy Case Study: Different Styles

Posted on September 11, 2019

Facilitation Fundamentals

Posted on September 11, 2019

Family Philanthropy Case Study: Initial Meeting with Couple

Posted on September 11, 2019

Essential Reading List

Posted on September 11, 2019

Generic Program Evaluation Matrix

Posted on September 11, 2019

Family Philanthropy Services Evaluation Toolkit

Posted on September 11, 2019

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