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Facilitation Fundamentals

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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

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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

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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

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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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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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Planning a Portfolio of Philanthropic Services

Posted on September 11, 2019

This planning tool provides a sample menu to help community foundations thinking about developing your own portfolio of services. … 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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Community Foundation Persona Example

Posted on September 10, 2019

Example of a community foundation customer persona… Read More

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Community Foundations Customer Persona Profile

Posted on September 10, 2019

A template to help shape a hypothesis about your ideal customer segment and then as a guide after doing research on that segment… Read More

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