Skip to main content

The Family Giving Lifecycle: Operations and Management

Administering Your Philanthropy in Alignment with Your Purpose

This primer will help you and your family to draft a roadmap for efficient and effective operations. It includes worksheets to help you apply the concepts to your work as well as a playbook that you can create with your family to codify decisions and plan your course of action.

Deciding how to best manage these many tasks is crucial to the efficiency and effectiveness of your philanthropy. Your operations and management should augment your philanthropic purpose and strategy. Use this primer to make sure they align.

The Family Giving Lifecycle primers are available to NCFP Members and Network Partners.

For more resources on operations and management, please visit the resource library

Watch the Operations and Management Explainer Video