Family stories and profiles

Change Within Tradition: The Hattie M. Strong Foundation

Posted on January 5, 2021 by Howard Husock

  Note: This case study was written and released in 2001 as part of NCFP’s Living the Legacy guide; current circumstances at the foundation may be different than described here. Yet, the evolution of this small, family-established foundation had occurred in an atmosphere which board members themselves considered traditional and conservative. Board meetings reviewed proposals by comparing them against the… Read More

On A Donor’s Death

Posted on January 5, 2021 by Kathleen O’Grady

When a founder passes, how can you both move on from “personal favorites” while also honoring the founder’s interestst and taking into account the needs of the institutions they cared most about? This short piece from NCFP’s “Living the Legacy” Journal shares the perspectives and approach that one family took. When my husband Tom and I began the O’Grady Family… Read More

The Rebirth of a Legacy: The Lydia B. Stokes Foundation

Posted on January 5, 2021 by Deborah Brody Hamilton

Note: This case study was written and released in 2001 as part of NCFP’s Living the Legacy guide; current circumstances at the foundation may be different than described here. Lydia B. Stokes was a woman of principles. Reared as a Presbyterian, she converted to Quakerism when she married. She and her husband, a medical doctor, lived in Moorestown, New Jersey… Read More

Family Identity and Culture

Posted on December 7, 2020 by Phillip Wm. Fisher, Armando Castellano, Lisa Parker, Tony Macklin

father, son, and grandfather skipping stones - traditions, generations, family cutlure
Many philanthropic families have a strong sense of identity, defined by their traditions and culture and carried out through their commitments to one another and the public trust. A clear family identity is driven by a shared purpose and philosophy, which in turn promotes a successful collective giving effort. How do families understand their shared purpose and ensure it faithfully… Read More

Planning a Family Retreat

Posted on December 19, 2019 by Shira Saperstein, Wynn Rosser, Angie Schlater, Carrie Avery, Jennie Zioncheck

Getting your family together for a retreat is a great way to spend quality time together, as well as focus on your family’s giving with the foundation. Families use a variety of resources to build community and discuss important topics in their philanthropy. In this webinar, you will hear how foundations have designed their retreats and meeting agendas, activities for… Read More

The Power of a Name: Considering Privacy, Publicity, and Transparency

Posted on December 19, 2019 by Stephanie Goodrid Lawson, Daphne Moore, Nicholas A. Tedesco

Maginfying glass with money
Using your name publicly can be a positive and productive tool in your philanthropy. Your name can also carry a lot of weight: the responsibility, publicity, and hesitance to experiment and potentially fail. For families that want to use their names more intentionally, it is important to consider the full range of opportunities and responsibilities present. In this webinar, hear… Read More

Family Philanthropy: Tying Grantmaking Practices to Shared Values

Posted on November 22, 2019 by Ashley Clark, Kerry McHugh, Melissa Sines, Katy Rees

Connecting values to practice is key in family philanthropy — shared values can help family givers develop a grantmaking strategy that ties their vision and mission to real impact. As your family considers its own philanthropic strategy, how do you begin to think about your values and put them into practice? Through this co-designed webinar, join NCFP and PEAK Grantmaking… Read More

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