Transitions

Family philanthropy structures, leaders, and goals are constantly evolving, just like the families they represent. The change that comes over time is to be anticipated, managed, and, if possible, embraced as an opportunity for renewal. The inevitable changes and transitions that come to family giving programs are too often spoken of in negative terms. As relieved as we are to make it from one challenge to the next, change is not something to be simply weathered.

Leaders will leave, and new ones will emerge. Priorities will shift. Families will move. Stock values will rise and fall. It’s all to be expected. Change comes with the territory. How your family initiates, manages, and responds to that change will determine the course of your giving and reveal your true legacy.

Policy Changes in the Pipeline: How Will New Proposed Legislation Affect Family Giving?

Posted on November 9, 2017 by Jay Hutchins, John Mullaney, Sandra Swirski

Tax reform and policy changes are complex topics to understand. How can proposed tax reform affect the work of your foundation? What policies about charitable giving should giving families know about and consider? Are there steps giving families can take to prepare? Join John Mullaney, the Executive Director of the Nord Family Foundation as he interviews: Sandra Swirski, Executive Director… Read More

NCFP Nonfamily Staff Peer Network Discussion Group: Achieving Equity…How Exactly? (Call 3)

Posted on September 19, 2017 by Kelly Chopus, Kris Putnam-Walkerly, Patrick Troska

The idea of incorporating equity in philanthropy is gaining traction in the field. The reasons why may be obvious – from longstanding commitments to helping those most marginalized to recent electoral outcomes. But the how of embracing equity can prove elusive – especially when family foundations turn that equity lens inward. What does equity “look like” inside a foundation? Where… Read More

The First Year in the Life of a New Executive Director

Posted on September 14, 2017 by Adam Simon, John Hicks, Laura McCargar, Sharmila Rao Thakkar

How can your board develop a transition plan to maximize your new or incoming executive director’s prospects for success? What is the board and board chair’s role in orienting the new CEO? What tips do successful freshman CEO’s have for developing strong board/staff relations; setting boundaries; learning more about the community and causes served by the foundation; and understanding and… Read More

Transitions in Family Philanthropy: A Primer for Community Foundation Staff and Donor Families

Posted on July 31, 2017 by National Center for Family Philanthropy

No matter the intensity of the emotions they generate, transitions have the potential to affect the course of your family’s life. These transitions also impact your family’s philanthropy — and how your family chooses to manage its charitable giving vehicles, such as your donor-advised fund or foundation. This Passages Issue Brief provides tips and tools for donor families and community… Read More

NCFP Nonfamily Staff Peer Network Discussion Group: Achieving Equity…How Exactly? (Call 2)

Posted on June 13, 2017 by Kelly Chopus, Kris Putnam-Walkerly, Patrick Troska

The idea of incorporating equity in philanthropy is gaining traction in the field. The reasons why may be obvious – from longstanding commitments to helping those most marginalized to recent electoral outcomes. But the how of embracing equity can prove elusive – especially when family foundations turn that equity lens inward. What does equity “look like” inside a foundation? Where… Read More

NCFP Nonfamily Staff Peer Network Discussion Group: Achieving Equity…How Exactly? (Call 1)

Posted on April 25, 2017 by Kelly Chopus, Kris Putnam-Walkerly, Patrick Troska

The idea of incorporating equity in philanthropy is gaining traction in the field. The reasons why may be obvious – from longstanding commitments to helping those most marginalized to recent electoral outcomes. But the how of embracing equity can prove elusive – especially when family foundations turn that equity lens inward. What does equity “look like” inside a foundation? Where… Read More

December 2016 NCFP Non-Family Staff Peer Network Call

Posted on December 13, 2016 by Christine Koehn, Kelly Chopus, Kris Putnam-Walkerly

This session will feature a conversation on the strategies and challenges of connecting with community and building an equity lens into your grantmaking and internal operations. It’s a great chance to talk in a private space about this timely and complex topic with your peers around the country! About the NCFP Non-family Staff Peer Network The NCFP Non-family Staff Peer… Read More

Trends in Family Philanthropy: A Conversation with NCFP Fellows Katherine Lorenz and Doug Bitonti Stewart

Posted on December 8, 2016 by Virginia M. Esposito, Katherine Lorenz, Doug Bitonti Stewart

This webinar features two of the field’s emerging leaders, former NCFP Fellows Katherine Lorenz & Doug Bitonti-Stewart. Doug and Katherine will reflect on a variety of issues they have explored with NCFP and will discuss important trends in the field at large. Moderated by NCFP President Ginny Esposito, their conversation highlights issues and topics of interest to all family funders,… Read More

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