Strategic Focus for Family Foundations

Posted on February 14, 2008 by Valerie Jacobs Hapke, Ashley Blanchard

Ashley Blanchard presents how family foundations can transition from a giving approach based on trustees' disparate interests, to a more focused and strategic approach based on common values and interests. Focusing on her own experience as a family foundation trustee, as well as the experience of other giving families that have made a transition to more strategic grantmaking… Read More

Principled Planning: A Guide for Family Foundation Retreats

Posted on November 5, 2006 by Elaine Gast Fawcett

In 2005, the Council on Foundations developed a set of Stewardship Principles  to help family foundation board members govern, manage and lead their family foundations. These principles were based on more than a year’s worth of work, with input from hundreds of family foundation executives and trustees as well as other experts including academics, attorneys, and even an ethicist. This… Read More

Successful Succession: Inspiring and Preparing a New Generation of Charitable Leaders

Posted on March 26, 2005 by Virginia M. Esposito

Why do you want the next generation involved? When should you consider a succession planning process? This installment of the Family Philanthropy Teleconference Series features NCFP President Virginia Esposito’s presentation on a range of practical strategies and methods for engaging the next generation, and lead a frank discussion on the issues for both trustees and their advisors to consider… Read More

Generations of Giving: Lessons on Governance and Continuity

Posted on February 25, 2005 by Kelin E. Gersick, Ph.D.

For every family member involved in a family foundation or advised fund, there are two fundamental questions: Why are we doing this? And why am I participating? The second in a two-part series, Kelin Gersick presented key lessons on governance and explored questions in the areas of reviewing and reinventing mission, considering family dynamics, and preparing for future generations involvement… Read More

Making Plans for Succession: What Founders Need to Know

Posted on October 30, 2004 by National Center for Family Philanthropy

This primer provides guidance and practical suggestions for creating a successful succession planning process. It will help founders to overcome the natural resistance they may feel for beginning the process of passing along leadership to future generations. This process should be tackled sooner rather than later – and you, as the founder of your family’s philanthropy, have a crucial role… Read More

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