Scaling for Success

Posted on December 8, 2020 by Carolyn Wall Sakata, Kate Seng, Alexa Cortes Culwell

four plants at different stages of growth - scaling up, professionalizing
The success of family philanthropy is largely dependent on the operations and management of the people and processes that underpin the goals and activities of the effort. Giving families often reach an inflection point where they must consider bringing in outside professionals to manage their philanthropy for greater impact; however, it is often challenging to understand the practices that promote… Read More

Trends 2020: Governance and Staff

Posted on November 19, 2020

This excerpt from NCFP’s Trends 2020 study shares data and analysis regarding various US family foundation giving trends, including board composition, governance policies, staff composition, and much more. How do family foundations choose who should serve on the board, and how they can prepare them for success when they assume this important role? Board composition and the establishment of appropriate governance policies… Read More

Family Staff and Volunteer Peer Network: Culture, Traditions, Giving and the Holidays

Posted on October 16, 2018 by Jamie Forbes

Family culture surrounds us all the time.  During the toughest of times, culture is what allows families to thrive and support one another. The holidays are a time when culture, family, and traditions all combine!  Join family member Jamie Forbes, who has thought a lot about culture for his nuclear and multigenerational family, for a lively discussion.  This discussion will allow… Read More

2016 NCFP CEO Retreat: a Joint Retreat for Family and Non-Family CEOs

Posted on September 20, 2016 by Virginia M. Esposito, Katherine Lorenz, Doug Bitonti Stewart

The role of a family foundation CEO is unique, often bridging generations of family members, community leaders, staff, advisors, and partners. Expectations can be challenging to meet and boundaries are sometimes vague and ever-changing. Success in this role requires a cadre of specialized leadership skills. This 3-day retreat, to be held at the family home of David and Lucile Packard,… Read More

Leading by Design: a Special Retreat for Family Foundation CEOs

Posted on June 7, 2015 by Virginia M. Esposito, Gayle Williams, Jan Jaffe

The role of a family foundation CEO is unique, often bridging generations of family members, community leaders, staff, advisors and partners. Expectations can be challenging to meet and boundaries are sometimes vague and ever-changing. Success in this role requires a cadre of specialized leadership skills. This retreat will help you identify the roles essential to your position—and envision them with… Read More

Executive director position description

Posted on December 8, 2014 by Anonymous

Description The Executive Director is responsible for establishing an efficient and effective infrastructure that enables seamless execution of grantmaking functions and heightens professionalism of the foundation’s operations. Working with the trustees, the Executive Director helps develop imaginative and effective grantmaking strategies and evaluates how to make the most positive impact on the communities served. Core Responsibilities Strategic Leadership of the… Read More

Over the River and Through the Woods: Geographic Dispersion in Family Philanthropy

Posted on May 9, 2013 by Evan Wood, Irene Siragusa, Jack Siragusa, Una O. Osili

With family members living far apart, what steps can families take to build family identity and bonds that once evolved naturally from living in close proximity? How can family members whose lives have taken different paths forge a genuinely collaborative team driven by a mission derived from and embraced by the family? How are families balancing the commitment to the foundation's "home town" and their growing concern for their own region?… Read More

Performance Review: Evaluating the Family Foundation CEO

Posted on September 13, 2012 by Virginia M. Esposito, Beth Casselman, Julie Fisher Cummings, Doug Bitonti Stewart

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

Family Members on Call: Being Both Family and Staff

Posted on February 12, 2009 by Sarah Cavanaugh

If you are already family staff, if you are thinking of hiring a staff member who is family, or if you are transitioning from a family to a nonfamily staff person, this discussion is for you. The role of staff member to a family philanthropy already comes with a myriad of roles. But when the staff person is also family, there's a whole set of dynamics with both benefits and challenges… Read More