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What Holds Donors Back?

  • About
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    • Overview
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    • Recent Events
    • Fundamentals of Family Philanthropy Webinar Series
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    • 2025 Family Philanthropy Leadership Retreat
    • Legal Referral Services
  • Knowledge Center
    • Overview
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    • Resources
    • Publications & Research
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This content is for Network Partner: Community Foundations subscribers only.

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What Holds Donors Back?

Posted on September 10, 2019

Training worksheet designed to help guide an internal discussion about your current experiences with your donors and fund holders, and what holds them back from involving their families… Read More

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

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Policy and Practice Roadblocks

Posted on September 10, 2019

In 2002, NCFP released The Practice of Family Philanthropy in Community Foundations, authored by consultant Helmer N. Ekstrom. In interviews with wealthy donor families, Ekstrom heard abot a variety roadblocks to working with community foundations, documented in this short resource… Read More

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Sample Case Statements E-Book

Posted on September 10, 2019

A ‘Case Statement’ is a document that provides basic information about an organization, program or ministry… Read More

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Philanthropic Services Canvas (Blank PDF Version)

Posted on September 10, 2019

A blank version of the 11x17 PDF planning tool that contains key questions in each section of the canvas and links to the appropriate units in the Playbook to help you develop answers that make sense for your foundation… Read More

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

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Using the Business Model Canvas

Posted on September 10, 2019

Provides instructions and self-reflection questions for each section of NCFP's business model canvas for community foundations, part of the Community Foundations Playbook… Read More

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Philanthropic Services Canvas Annotated

Posted on September 10, 2019

An 11x17 PDF planning tool that contains key questions in each section of the canvas and links to the appropriate units in the Playbook to help you develop answers that make sense for your foundation… Read More

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

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Using the Case Statement Worksheet

Posted on September 10, 2019

An internal case statement can be an important tool for building support among your executive leaders and board. Many community foundations and nonprofits use case statements to help build support among potential donors and other supporters for initiatives such as capital campaigns and new programs. These statements typically outline an organization’s mission and vision, describe a challenge it is trying… Read More

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

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Philanthropic Services Case Statement Worksheet

Posted on September 10, 2019

This worksheet is intended to help community foundations develop internal case statements that are used to show key internal stakeholders the need for family philanthropy services — and outline how giving families can help the foundation achieve its vision for its community… Read More

Understanding Fundraising Fundamentals

Posted on April 17, 2019 by S. D. Bechtel, Jr. Foundation

Fundraising success involves a combination of knowledge, skills, systems, and consistent practices. This brief guide provides an introduction to fundraising fundamentals and eight key activities for your grantees to consider in their fundraising efforts… Read More

Guide to Family Philanthropy and Donor-Advised Funds: Introduction

Posted on March 12, 2019 by Audrey Jacobs, Elaine Gast Fawcett

An early choice every philanthropic family must make is: What is our purpose as a philanthropic family? What do we want to accomplish? How can we make gifts in a way that meets our needs and the needs of those we want to serve? … Read More

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  • Table of Contents

     

    Getting Started: Understanding Donor Advised Funds

    Introduction
    ______________________

    What are DAFs?
    ______________________

    Success Stories
    ______________________

    When to Start?
    ______________________

    DAF Uses and Benefits
    ______________________

    DAF Limitations

     

    Finding a Host: Understanding Sponsor Organizations

    Types of Sponsors
    ______________________

    Services Offered
    ______________________

    Questions to Ask Sponsors

     

    Making the Right Choice: Questions for Donors and Their Advisors

    Questions to Ask Yourselves
    ______________________

    Questions to Ask Your Advisors
    ______________________

    DAFs vs. Other Vehicles

     

    Learning More: Data, Stories, and Additional Resources

    Additional Data and Trends
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