Blog | Ask NCFP

What Questions Should We Ask Our Auditors?

Once again everyone’s favorite time of year has arrived, audit time! For many, this can be viewed as a daunting and even arduous process.  A family foundation in NCFP’s network of Friends who no longer cringes at audit time shares this list of questions to ask your auditor to ensure your organization has a clean financial bill of health. Questions for the Auditors Did management limit Read More
Knowledge Center | Report

Family Philanthropy Through the Family Office (Full Report)

October 10, 2012 | Anne Etheridge
This special Passages report is based on results of the first national study to explore the relationship between family offices and family philanthropy, identifying common themes for both success and failure. As a benchmark report for the field, the study draws on personal interviews and results from a survey of family offices to highlight emerging best practices by which family foundations and family offices can effectively work together to maximize the positive returns for the community and the family. Read More
Events & Webinars | Webinars

Performance Review: Evaluating the Family Foundation CEO

Little has been written about how to review the performance of family foundation CEOs. The job carries a unique set of roles and responsibilities including the special skills required to support effective board governance, work within the family’s culture, represent the family in the community, and engage in grantmaking in the context of the family’s legacy. Read More
Blog | Ask NCFP

How do I set priorities as the new CEO of a family foundation?

Editor’s note: This article is excerpted from the new NCFP CEO Guide, Performance Review: The Complete Guide to Evaluating the Family Foundation CEO, volume 3 of our Family Foundation CEO Leadership Series. Setting priorities can be challenging for a new CEO, what with the myriad responsibilities of the job. When Kathleen Odne, the executive director of the Dean & Margaret Read More
Blog | Featured Article

Getting Started with CEO Performance Review: Now’s the Time

June 15, 2012 | Susan Crites Price
Editor’s Note: This article is excerpted from NCFP’s CEO Guide, Performance Review: The Complete Guide to Evaluating the Family Foundation CEO. In a 2010 interview study of 60 family foundation chief executives by National Center for Family Philanthropy President Virginia Esposito, most told her they do not receive a formal performance review by their board. But when NCFP interviewed board Read More
Knowledge Center | Passages Issue Briefs

A Place at the Table: Non-Family Membership on the Family Foundation Board

March 17, 2012 | Dorna L. Allen, Joseph Foote
Family giving comes from a common cause, a shared vision, a particular need for giving back a portion of life’s gifts. Family members can focus on shared personal interests and can shape the architecture of their giving by expressing and validating shared family experience. Foundation board service can be the means by which family members find a new and worthwhile Read More