What is the Trends Report?
The National Center for Family Philanthropy is launching its third Trends study that captures and tracks leading trends in the field of family philanthropy. Conducted every five years, this research identifies emerging issues, changes in funding priorities and governance practices, innovative approaches to giving and decision making, and anticipated future giving patterns and practices among US-based philanthropic families nationally. Ultimately, it aims to equip donors with data they can apply to their decision making.
NCFP has partnered with an independent research company, Prism Partners Group, to administer this survey. Take the survey here.
Who should complete the survey?
This survey can be completed by those involved in family philanthropy—primarily family board, donors, or executive staff members.
We are using the word “philanthropy” or ”philanthropies” to connote shared family giving through a number of different vehicles, including private or pass-through foundations, donor-advised funds (DAF), LLCs, or another form of philanthropic intermediary. When completing the survey please respond in relation to your primary shared family philanthropic vehicle unless otherwise specified.
If you would like to view the survey in PDF form before you begin you can it here: General Survey. Note, if your primary giving vehicle is a Donor Advised Fund please see this version: Survey for DAF Holders.
What happens to my data?
We will keep all the information you provide confidential. We will report your information only in summary form. Prism research staff members will be the only people to review and analyze this data.
When will the report be available?
The report is expected to be available in the fall of 2024. If you would like to receive a copy please let us know here.
If you have questions regarding this survey please contact Julie Slay, Ph.D at email@example.com.
Past Trends Reports
Results of the Second National Benchmark Survey of Family Foundations shares updated trends on the governance and management practices of U.S. family foundations, and includes new questions relevant to ongoing changes in the field including issues of equity, place-based giving, transparency, the role of the donor, and the question of spend down versus perpetuity.
This report, conducted by the Urban Institute in partnership with the National Center for Family Philanthropy, shares results and key findings from the first national benchmark survey of family foundations. Key findings included those on size and scope, place-based giving, family dynamics, and engaging the next generation.
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