Family philanthropy and community foundations

Contributions

Community Foundations Network Topical Call: CAP Study Groups

Posted on January 14, 2021 by Michelle Ardnt, Dien Yuen, JD/LLM, CAP®, AEP®,, Caroline Kuebler

As a strategy for growth and increased impact, community foundations have long been supporting and convening professional advisors. The Chartered Advisor in Philanthropy (CAP) study groups have been an important forum for foundations to build philanthropic planning education in community. How are community foundation peers supporting advisors and growing philanthropy locally?… Read More

Community Foundations Network Topical Call: Improving and Re-Envisioning Donor Experience

Posted on December 3, 2020

binoculars, future, imagine
Have you re-envisioned your client experience? Gather with your peers to dive deeper into the recent Community Foundation Workshop presentation by Julie Littlechild, “How Client Engagement is Being Disrupted.” Building off of Julie’s workbook, we will discuss how to move from satisfaction to engagement. Prepare to better support your donors at each stage of their journey. If you missed the… Read More

Community Foundations Network Topical Call: Holiday and Winter Family Meetings

Posted on October 5, 2020

How are you preparing for holiday and winter meetings with your donor families during this challenging and partisan moment? Donors are looking for guidance as they navigate uncertain times and a changing giving landscape. Join this safe, facilitated dialogue to talk with your peers about common strategies and important questions. Resources: Civil Conversations & Social Healing at The On Being… Read More

Community Foundation Spark Session: Community Foundation Business Models for Family Philanthropy (Round 4)

Posted on May 19, 2020 by Debbie Wilkerson, Bob Fockler, Caroline Kuebler, Whitney Hosty, Tony Macklin

This is NCFP’s fourth annual deep dive into how community foundations structure their business models for more intensive services to multi-generation and multi-branch families. Two foundations will serve as case studies, describing how they defined their customer segments, developed their portfolio of programs and services, worked with their board to set goals and success measures, refined their financial model for expanded services, engage advisors, and more. Their presentations will be… Read More

Community Foundations Network Topical Call: Supporting Families with a Small Shop

Posted on March 3, 2020 by Vicki Andrews, Nicole Donelson, Ellen Grill

Community foundations have inspiring opportunities to work with giving families. However, meeting the needs of family donors when you have a small staff can be a challenge. How do small donor services teams and small shops balance their workload and adequately steward donor families? Join your colleagues who may have established family philanthropy services and those who are just getting… Read More

Community Foundation Spark Session: Community Foundations in the Evolving Landscape of Family Philanthropy Services

Posted on February 18, 2020 by Nicholas A. Tedesco, Jennifer Touchet, Tony Macklin

The demand for philanthropic advice is increasing, spurred in part by historic wealth creation, intergenerational transfer of wealth and aspirations for purpose-driven lives and businesses. Moreover, we are witnessing a rising numbers of donors and their families leveraging diverse philanthropic vehicles and tools. Community foundations are well-positioned to provide best in class advice and accordingly, are eager to explore how… Read More

Community Foundations Network Topical Call: Legacy Planning as a Part of Family Philanthropy

Posted on December 2, 2019 by Alison O’Carroll, Erin Drury Boorn, Jan Lane, Beth Harper Briglia

How do community foundations consider and offer legacy planning as an option for families in their philanthropy? Join the Community Foundation for Greater Atlanta, the Chester County Community Foundation, and the Central New York Community Foundation who will share about their legacy planning work… Read More

Community Foundations Network Topical Call: Showcasing Donor Portals

Posted on December 2, 2019 by Emily Davis, Kyla Quintero, Greg Diehl, Colleen McCarthy Blair, Adam Vizard, Heather Pruess

Our January topical call will feature multiple online donor portals. Your donor portal can help enhance your relationship with donors, remind them, and accomplish basic tasks. Join your peers on the computer as they screen share and walk through the experiences on each platform. Note: please join on the computer if possible… Read More

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