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.
Watch the Operations and Management Explainer Video
Related Resources
- The Family Foundation CEO: Crafting Consensus out of Complexity
Define and strengthen the CEO’s role within your foundation to ensure smoother operations, clearer communication, and a more unified approach to your mission. (Part of a larger CEO series).
- Developing a Purpose-Aligned Budget (Webinar—members-only resource)
What are the questions you ask when developing your budget and allocating resources, and who is permitted to weigh in on these decisions?
- In Times of Growth: Planning for an Influx of Assets
This guide will help you plan now for growth tomorrow and manage change if you’re in the midst of it today.
- Policy Central: Sample Policies and Practices
Sample policies and practices in the areas of governance, grantmaking, family dynamics, engaging the next generation, investments, management, and staffing.
For more resources on operations and management, please visit the resource library.