Donor intent and legacy statements

Contributions

Moving Towards Social Justice Philanthropy: One Family Foundation’s Journey, Challenges, and Lessons

Posted on June 18, 2020 by Kelly Nowlin

NCFP board member and Fellow Kelly Nowlin spoke on a webinar hosted by Philanthropy Massachusetts and the Social Innovation Forum.   Five generations after being established, the Surdna Foundation has been intentional about honoring founding vision and legacy, while remaining relevant to current needs and issues in society. In 2009, the family trustees took a bold step in naming social justice in… Read More

Donor-Advised Fund Impact Story: Giving Internationally through Two DAFs

Posted on March 15, 2019 by Elaine Gast Fawcett

Sasha Rabsey is the founder, director, and a philanthropic advisor with the HOW Fund, a donor advised fund she established more than a decade ago through the Tides Foundation in San Francisco. Through this fund, Rabsey supports grassroots leaders who recognize the strength, courage, and capacity of women and girls globally, and who address a constellation of their needs through direct-service projects… Read More

Family Stories and Interviewing Elders

Posted on January 10, 2019 by Bill Leighty, Debbie Brodsky, Kelly Medinger, David Weitnauer

Capturing and sharing your family’s history is critical to understanding and appreciating your philanthropy, providing a window into the rich heritage of your extended family. Elders in your family often have particularly interesting stories to tell, and can help family members of all ages feel more connected with the generations preceding them, and gain an even greater appreciation of their… Read More

Giving Fingerprints (Franks, 2018)

Posted on September 25, 2018 by Dawn Franks

You are as unique as the pattern of whorls and lines of your fingerprint. So is your giving style. Make your mark on the causes closest to your heart and maximize the impact of your gifts by discovering your distinctive, personal giving brand. I wrote this short book to give you a view of your giving habits. What does your… Read More

As a Grantmaker, Should I Use a Multi-Year Grant or a Short-Term Grant?

Posted on June 20, 2017 by National Center for Family Philanthropy

Each grant is meant to help with the progression of a particular project. Depending on the project, the financial need will vary. For grantmakers that are weary of particular grantseekers it could be sensible to do a short-term grant. It would also be helpful to create deadlines and expectations. Another advantage of a short-term grant is that it has a… Read More

What is a private operating foundation, and should we consider using this option?

Posted on June 14, 2017 by Jason Born

The IRS distinguishes between public and private foundations and, within private foundations, between operating and non-operating (grant-making) foundations. While private operating foundations may choose to make some grants to other charitable organizations, they must engage primarily in direct charitable activities by running their own programs (i.e., using their own facilities, staff and resources to directly further their charitable operations)… Read More

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