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.
With more money comes opportunity as well as challenge. This NCFP Content Collection includes our Passages Issue Brief and other resources and perspectives on this important transition.
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In Times of Growth: Planning for an Influx of Assets
Passages Issue Briefs
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. This Passages Issue Brief will help you plan now for growth tomorrow, and manage change if you’re in the…
Takeaways Blog on Scaling for Success
Blog Post
This blog summarizes key notes from our September Fundamentals of Family Philanthropy Webinar. Giving families often reach a point where they grow their giving; however, it is often challenging to understand the practices that promote success. How do you develop an effective strategy and systems as your philanthropy expands? When…
Advancing Philanthropic Goals While Divesting Excess Business Holdings
Article
Congress enacted the excess business holdings rule to limit the ability of individuals to retain control of business enterprises by setting up private foundations to hold substantial or controlling stakes in these businesses (it applies equally to nonoperating and operating foundations).
NCFP Webinars
September 9, 2021
Scaling for Success
The success of family philanthropy is largely dependent on the operations and management of the people and processes that underpin the goals and activities of the effort. Giving families often reach an inflection point where they must consider bringing in outside professionals to manage their philanthropy for greater impact; however,…
September 10, 2015
Planning for an Influx of Assets
An influx of assets—whether sudden or expected—is a powerful transition point in your family’s philanthropy. With rising resources comes the budding potential to do more of what you’re already doing: making a difference according to your foundation’s mission. With more money come increased opportunities and challenges. For family foundations—particularly those…
