The Family Giving Lifecycle

Family philanthropy has many points of inflection—moments to embrace proven practices and advance momentum or to stall out due to uncertainty and lack of clarity. Rooted in intentional philanthropy, the Family Giving Lifecycle framework names these critical points and orients donors toward effective outcomes.

While every philanthropic journey is unique, there are points at which all families must make decisions. The NCFP Family Giving Lifecycle provides the tools you need to make decisions that lead to effective outcomes at each stage of your philanthropic lifecycle. 

Philanthropic Purpose

Defining Your Motivations, Values, Principles, and Priorities

Why do you and your family want to give? Your answers will illuminate your identity, passion, and desired legacy—and uncover your shared philanthropic purpose.

Impact Vehicles & Structures

Leveraging the Right Medium to Achieve Your Goals

Always remember, form follows function. Philanthropy takes many forms. The selection of a social impact vehicle is an important consideration in the pursuit of effective philanthropy.

Governance

Building a Framework for Your Decision Making

Every giving effort needs a guiding framework to be effective. Governance—defined principles, policies, and practices— is the framework.

Impact Strategies & Tools

Translating Your Philanthropic Objectives Into Action

How will you use your resources to achieve your purpose? At its core, grantmaking brings your objectives to life to create good for others. Your philanthropic strategy is the roadmap to achieve your desired social impact.

Assessment & Learning

Identifying Methods to Measure Success

Effective philanthropy is a process of continual learning. A structured learning agenda and assessment plan will strengthen your philanthropic purpose, strategy, impact, and family engagement.

Operations & Management

Organizing and Administrating Your Grantmaking

From tracking budgets and expenses, hiring and exploring investment opportunities to bookkeeping and working with advisors, philanthropy requires varying levels of administration.

hand holding a tree

Succession & Legacy

Exploring Identity, Lifespan, and Next Generation Engagement

It is helpful to consider legacy and succession early in the lifecycle of your philanthropy, with an understanding that your views will no doubt evolve over time. What is the significance of your philanthropy?

Go Further

Quickly Assess Your Strengths and Weaknesses

We designed the Pursuit of Excellence Board Self-Assessment Tool to help families understand their current performance as they strive for greater impact and effectiveness.

Learn More

Policy Central

Inform your strategy with sample policies and practices from peers.

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We’re here to equip you with the tools you need to make a meaningful impact. Contact NCFP for support.

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