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Family Philanthropy Case Study: Different Styles

  • About
    • Overview
    • Board, Fellows, & Staff
  • Programs & Services
    • Overview
    • Upcoming Events & Webinars
    • Recent Events
    • Fundamentals of Family Philanthropy Webinar Series
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    • NCFP Fellows Program
    • 2025 Family Philanthropy Leadership Retreat
    • Legal Referral Services
  • Knowledge Center
    • Overview
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    • Resources
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Knowledge Center | Tool

Family Philanthropy Case Study: Different Styles

September 11, 2019
This case study, for facilitated group discussion with your staff, describes the challenge a community foundation faced a family clashed over differing philanthropic styles and power sharing. The Philanthropic Initiative (TPI) developed it for community foundations in 2007. Read More
Knowledge Center | Tool

Facilitation Fundamentals

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
Knowledge Center | Tool

Family Philanthropy Case Study: Initial Meeting with Couple

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
Knowledge Center | Tool

Essential Reading List

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
Knowledge Center | Presentation

Example Success Measures

September 11, 2019
In an August 2017 webinar, the Community Foundation of Northeast Florida and the Seattle Foundation shared their progress measures in these excerpted slides. Read More
Knowledge Center | Report

Goals and Success Measures Survey Results

September 11, 2019
This document shows the results of an early 2018 survey of NCFP’s community foundation subscribers asking about their primary goals and success measures for family philanthropy services. Read More
Knowledge Center | Tool

Family Philanthropy Services Evaluation Toolkit

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
Knowledge Center | Sample

Family Philanthropy Services Logic Model

September 11, 2019
A sample logic model for the provision of family philanthropy services by a community foundation. Read More
Knowledge Center | Report

Measures of Success Worksheet

September 11, 2019
This worksheet is designed to help community foundation professionals clarify their goals for serving philanthropic families and identify ways to measure their success in reaching these goals. Read More
Knowledge Center | Tool

Role Play: Developing Family Goals

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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