Contributions

Balancing Purpose, Payout, and Permanence

Posted on August 14, 2020 by Peter F. Bird, Jr., Liz Sak, George Suttles, Nicholas A. Tedesco, Tony Macklin

“How much should we spend?” It’s an essential question for all funders, and an especially complex one for endowed private foundations. The answer of “around 5%” was never universal as foundations sought creative means of ensuring that assets would serve mission rather than the other way around. In recent times, the pressure to revisit payout has increased. Endowed foundations have… Read More

Funder Collaboration: Leveraging Partnerships for Outsized Impact

Posted on April 13, 2020 by Rini Banerjee, Adriana Rocha, Chuck Harris, Olivia Leland, Nicholas A. Tedesco

No matter your current strategies or focus, leveraging a trusted and proven intermediary can help you make the most of your philanthropic assets. By convening and collaborating with peer funders and community leaders working to find solutions to shared issues, you bring expertise to your partnerships and a deep knowledge of the communities served. And by combining your assets and… Read More

Financial Stewardship in Troubled Times: Managing Endowments and Spending Policies

Posted on April 7, 2020 by Christopher Blume, Dimple Abichandani

The National Center for Family Philanthropy is dedicated to serving families who give and those that work with them. In response to the COVID-19 crisis, we are offering conversations on topics of interest to all philanthropic families associated with family foundations, donor-advised funds, family offices, and other philanthropic vehicles. For questions about this series, please contact Jen Crino at jen@ncfp.org… Read More

Beyond 5%: Increasing Support in a Time of Crisis

Posted on April 2, 2020 by Crystal Hayling, Nicholas A. Tedesco, Aaron Dorfman, Nat Chioke Williams, Phil Buchanan, Mary Mountcastle

Chalkboard with graph that is increasing
The National Center for Family Philanthropy is dedicated to serving families who give and those that work with them. In response to the COVID-19 crisis, we are offering conversations on topics of interest to all philanthropic families associated with family foundations, donor-advised funds, family offices, and other philanthropic vehicles. For questions about this series, please contact Jen Crino at jen@ncfp.org… Read More

In Times of Growth: Planning for an Influx of Assets

Posted on October 9, 2015 by Elaine Gast Fawcett

An influx of assets is a powerful transition point in your philanthropy. With rising resources comes the budding potential to do more of what you’re already doing—or, perhaps, try something new. Either way, additional resources will often provide your foundation with new options for making a difference according to your foundation’s mission… Read More

Facing Important Legal Issues

Posted on October 28, 2002 by John Sare

This chapter from 'Splendid Legacy' covers a wide variety of important legal issues for family foundations getting started, including: defining your foundation's charitable purposes; obtaining recognition of tax-exempt status; and selected the assets that will fund the foundation. … Read More

The Five Percent Minimum Payout Requirement

Posted on December 1, 2000 by Council on Foundations

The purpose behind the minimum payout requirement is to prevent foundations from simply receiving gifts, investing the assets and never spending any funds on charitable purposes. This report, developed by the Council on Foundations, describes the payout requirement, how to calculate payout, penalties for violating the rule, and other details relating to this important requirement for private foundations… Read More

Get Involved

Search Knowledge Center for Resources!

We’re here to help you on your philanthropic journey. Contact NCFP for support!

Get Assistance

Keep up with trends in family philanthropy. Subscribe to our newsletter!

Signup

Family philanthropy improves the quality of life for all. Join our family!

Join Now