The Family Governance Pyramid: Enhancing and Guiding Your Family Philanthropy

Posted on July 14, 2021 by Patricia Angus

Family philanthropy is a very important expression of a family’s commitment to society. It is a high calling for a family that wishes to have an impact greater than their individual efforts alone could accomplish. A private family enters the public realm to visibly support the social contract—the combination of efforts by government, business, and eleemosynary organizations that hold society… Read More

Demystifying Decision Making in Family Philanthropy

Posted on June 10, 2021 by Ann Shulman

This Passages Issue Brief examines the kinds of decisions that family foundations often face and sets out practical, easy-to-apply guidelines for ensuring that the foundation’s decision-making methods vary appropriately, as conditions and circumstances change. It includes factors to consider when selecting a decision-making method, guidance on how to communicate clearly, simple tools to help make good decisions, and short case… Read More

Common Decision-making Dilemmas

Posted on June 10, 2021 by Ann Shulman

This is an excerpt from Demystifying Decision Making in Family Philanthropy. Do any of these common decision-making dilemmas sound familiar to you or your family foundation board? One board member, often a founder or parent, wields more influence than the others, but the influence is not explicitly acknowledged; Board members go along with a vote just to get the decision over… Read More

2021 Trustee Education Institute

Posted on March 9, 2021 by Isabel Nogueira, Alyson Wise, Jumi Falusi, Milton Speid, Emily Kaiser, Adrian Ruiz, Lisa Jackson, Priscilla Enriquez, Dorothy Gardner, Regan Pritzker

NCFP’s Trustee Education Institute provides a comprehensive overview of the important legal, investment, ethical, grantmaking, and family dynamics issues facing family foundation board members and CEOs. Featuring the perspectives of innovative donors and a faculty made up of donors, board members, and highly respected philanthropy experts, this virtual seminar covers: Translating values and goals into action Connecting family legacy and… Read More

Succession Planning and Family Transitions

Posted on December 8, 2020 by Mary Phillips

hand giving set of keys to another hand - succession, passing the baton, transition
Change is inevitable and can be especially complex in family philanthropy. There are a number of questions to explore to ensure the success of a collective giving effort. What are the anticipated moments of transition? What are the plans to navigate accordingly? Who is best suited—and prepared—to lead the family philanthropy effort moving forward? Is there a clear plan for… Read More

Demystifying Decision Making

Posted on December 7, 2020 by Laura Donnelley, Colleen Leth, Ann Shulman, Ashley Blanchard

feet on an arrow pointing different directions - decision, choice, option
Philanthropic families employ a wide range of models to make decisions—from unilateral authority to consensus. However, identifying the appropriate structure is often a challenge and can serve as a barrier to effective philanthropic practices. Developing an appropriate decision-making framework for distinct situations allows families to rely on an established and agreed-upon process to find a solution smoothly and expediently. Learn… Read More

Effective Governance: Principles, Policies, and Practices

Posted on December 7, 2020 by Virginia M. Esposito, Patricia Angus

board room, board meeting
Preview the conversation with “The Purpose and Power of Family Governance” by Patricia Angus. Family philanthropy is rooted in the act of collective decision making—one that is often codified in a formal governance structure. But what is governance and how can a family adopt its framework to effectively guide their philanthropy? Governance consists of three elements—principles, policies, and practices—that define… Read More

Community Foundations Network Topical Call: How Are You Managing Your Teams and Philanthropic Services Moving Forward?

Posted on June 1, 2020 by Tony Macklin

video conference call
As counties re-open, how has your foundation decided to balance in-office and virtual work? How are you modifying metrics and performance expectations in your donor service and development plans? And, how are you adjusting service delivery models through the end of 2020? In this peer exchange, we’ll collect insights through verbal responses, chat, and hopefully any policies or documents you’re… Read More

Mobilizing Change: Scenario Planning and Choice Making for a Better Future

Posted on April 27, 2020 by Alexander “Zander” Grashow

seven doors in a room - decision making and choices
NCFP has invited Zander Grashow to share some of the ideas, tools, and practices to help guide us through this adaptive chapter of our collective history. This two-part series will include content sharing, small group time with peers, large group reflections and Q&A. Attendance is not mandatory for both sessions, but together, they certainly build a more coherent set of… Read More

Intro to Adaptive Leadership: Leading in Times of Great Change

Posted on April 27, 2020 by Alexander “Zander” Grashow

four paper boats with a red boat leading the way
NCFP has invited Zander Grashow to share some of the ideas, tools, and practices to help guide us through this adaptive chapter of our collective history. This two-part series will include content sharing, small group time with peers, large group reflections and Q&A. Attendance is not mandatory for both sessions, but together, they certainly build a more coherent set of… Read More