Resources & Tools

Our resource library is home to hundreds of resources on the practice of effective family philanthropy, including a diverse range of reports, articles, guides, tools, and sample policies. We encourage you to search and explore the library by clicking below.

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The Family Giving Lifecycle

While every philanthropic journey is unique, there are points at which all families must make decisions. The NCFP Family Giving Lifecycle provides the tools you need to make decisions that lead to effective outcomes at each stage of your philanthropic lifecycle.

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Featured Resources

The Successful Family Philanthropy Board Chair: Leading with Passion and Purpose

April 1, 2026

The Successful Family Philanthropy Board Chair: Leading with Passion and Purpose report cover

Philanthropy in Complex Multigenerational Families Report: A Companion Guide

November 3, 2025

Cover page of Philanthropy in Complex Multigenerational Families Report: A Companion Guide

Trends 2025—Results of the Third National Benchmark Survey of Family Foundations

November 5, 2024

Trends Report Cover

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The NCFP Guide to Donor-Advised Funds

Guide

June 1, 2026

Elaine Gast Fawcett Audrey Jacobs

One of the early choices every philanthropic family must make is the vehicle they will use to facilitate their philanthropy. Many families…

The NCFP Guide to Conflict in Family Philanthropy

Guide

June 1, 2026

Elaine Gast Fawcett

Conflict is normal in any family or organization. Yet, many people avoid conflicts, even if that avoidance affects relationships or how the…

The Successful Family Philanthropy Board Chair: Leading with Passion and Purpose

Report

April 1, 2026

Virginia M. Esposito

The Successful Family Foundation Board Chair equips board chairs and those who work with and support them with information about the roles…

Collaboratives: An Opportunity for Family Philanthropy

Blog Post

May 13, 2026

Kimberly Dasher Tripp Alison Powell

Family philanthropy is undergoing a marked transition. Some of this is driven by the significant wealth transfer that will happen within the…

Remaining Focused and Purpose-Led During Uncertainty: A Reflection Guide for Funders

Guide

March 17, 2026

This guide, originally published by FSG, is designed to support critical internal alignment conversations. Drawing from FSG’s work with a…

The Effective Family Foundation Board Chair is a Facilitative Leader

Blog Post

May 5, 2026

Virginia M. Esposito

The Successful Family Foundation Board Chair: Leading with Passion and Purpose is the result of more than 60 interviewees that I conducted…

Overcoming Barriers to Giving: My Personal Story of Wealth Redistribution

Blog Post

April 20, 2026

Alan Preston

This article is my story of wealth redistribution, which began in earnest in 2017 with the launch of our family foundation and peaked five…

Moving Beyond 5 Percent: A Values-Based Funding Shift

Blog Post

April 7, 2026

Luke Jernagan

Earlier this year, our board made the decision to increase our annual payout from 5.7 percent to 7 percent for 2026, with a commitment to…

The Urgent Case for Funding Democracy

Blog Post

March 20, 2026

Lourdes Rodríguez, PhD

Family foundations can move quickly. That is a gift in this uncertain landscape when urgency is high. At the David Rockefeller Fund, we are…

Reflecting on 20 Years of Family Philanthropy Resources

Blog Post

March 12, 2026

Avery Morgan

You may have noticed that NCFP recently updated its website with a new look and navigation. Throughout the years, NCFP has remained…