Grantmaking Strategy and Evaluation

Giving Together: A Workbook for Family Philanthropy

Posted on September 24, 2016 by The Philanthropic Initiative

The exercises in this workbook are based on The Philanthropic Initiative’s experience working with hundreds of family philanthropies over TPI’s 20 years of philanthropic consulting. Every family brings its own unique culture, goals, and strengths to the journey of creating a family philanthropic enterprise. The resulting governance structures, funding approaches, and operating models are nearly as varied as the families… 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

Family Philanthropy and Media Perceptions

Posted on August 11, 2016 by David Callahan, Peter Panepento, Stacy Palmer

Family foundations are passionate and dedicated to improving their communities and leading conversations that will help advance their missions. But as they look to expand their work, many families have a hard time explaining their work to and building relationships with the media. Many foundations simply don't know where to begin… Read More

Creating Choices Before Making Choices: One Family Foundation’s Journey to Finding a Strategic Focus

Posted on July 21, 2016 by Kelly Medinger

Rooted in business principles, philanthropic study, and reflective practice, this article examines the first step of building a grantmaking strategy – finding an issue or problem to address – and presents a three-part model for creating choices that reflect a foundation’s donor intent, organizational talents and resources, and broader community needs. Ultimately, this process illustrates how a family foundation can find a strategic focus, either for all or simply… Read More

The Story of How the Civil Marriage Collaborative Helped America Embrace Marriage Equality

Posted on July 21, 2016 by Proteus Fund

There were many forces at work in this historic change: tenacious leaders and litigators, coalitions of diverse lesbian, gay, bisexual and transgender (LGBT) organizations, straight individual and organizational allies, elected officials, celebrities, and most important, hundreds of thousands of individuals, couples and families at the grassroots level… Read More

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