Program Plan 2019 NCFP- Community Foundations
2019 Programs
| Q1 | Q2 | Q3 | Q4 | |
| Theme | Building Blocks for Success | Family Culture & Values | Solidifying Service Frameworks | Going from Good to Great |
| Webinar
From 2-3pm |
Feb 28: CF Family Philanthropy Services: Building Blocks for Success – assessing capacity, creating early wins, measuring progress, setting stage for growth; using Playbook tools
(open to whole CF field to allow new CFs to see our services) |
July 11: Money Values and Family Culture – How to help families discern and share money values, culture of wealth, expectations of legacy & generosity, impact of inherited wealth
(with guest expert – open to NCFP family foundations) |
Sept. 26: CF Family Philanthropy Service Business Models – 2 case studies of how structured services/ products, pricing, staffing, success measures, etc.
(only for CF network)
|
Oct. 31: Successful Generational Transitions – 2 CFs’ roles in helping founders turn the reigns over to successor generations; how the CFs had to evolve & sharpen their own support; ideally a donor family participating
(only for CF network)
|
| Topical Calls
On the 2nd Tues of the month at 2-3pm |
January: Supporting differing family learning styles
February: Marketing your “value add” to families and advisors
March: Intro new NCFP website, impact on CF content/services |
April: No Call
Working with diverse donors, multi-cultural families (external experts help facilitate a call)
TBD open for requests from CF field
|
Virtual facilitation
Engaging children
TBD open for requests from CF field
|
Staff development pathways
What didn’t work – sharing lessons
|
| Blog/ Story by Member | TBD | TBD | TBD | TBD |
| Quick Survey | Collect job descriptions and performance review info | Donor segments, donor profiles/styles/goals | Update collection of fee/pricing and cost analyses | Successor generation programming options |
| In-Person (not part of theme) | April 7-10 AdNet Conference*, New Orleans | Oct. 15-16: Free or low cost convening of peers Chicago*
Oct. 16-18 NCFP Forum * |
* additional costs beyond annual NCFP subscription – see page 3
Ongoing Community Foundation Products & Services
Family Philanthropy Readiness Self-Assessment – Launched in 2017, this online 30-question survey helps community foundations assess their current level of readiness to undertake or expand services to multi-branch and/or multi-generational families. It looks at mission and core business compatibility, understanding the market, services capacity, and alignment around business model and success measures. Available for free to whole CF field at https://www.ncfp.org/resource/cfi-self-assessment/
Family Philanthropy Playbook – A one-stop, online resource for community foundations to help community philanthropy organizations plan, develop, implement, and evaluate services for philanthropic families. Based on the Business Model Canvas, its 9 modules include information collected from members and other experts, guidance from NCFP, webinar and topical call recordings, case studies, and more. Beta version at https://ncfpcfplaybook.wordpress.com/ until new NCFP website launches over 2018/19 winter.
Monthly CF Network e-news – News of upcoming programs and new content, ideas and tips from subscribers, requests for information and speakers, etc.
Co-Branding Badges – Showing your connection to this national network and NCFP resources.
NCFP Staff as on-call connectors and help desk
Access to General NCFP Services
Plus CF subscribers and their donors can access:
- 12 monthly webinars on family philanthropy topics
- Knowledge Center resources
- NCFP staff and fellows
- Family Giving News monthly e-newsletter
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Opportunities with Additional Costs
Engaging Generation Impact
April 2-3, Houston
Greater Houston Community Foundation and 21/64 are offering a new course on working with Gen X and Millennials. GHCF encourages attendance (capped at 25 people) by its NCFP peers. More info at https://2164.net/engaging-generation-impact/
Cost per person: $2,500 + travel
Meeting at AdNet Conference
April 7-10, New Orleans
NCFP will host a peer-learning gathering of subscribing community foundations before, during, or after the conference (TBD). More info about the conference at https://www.adnetcf.org/
Likely cost per person: Just travel if you’re not already attending AdNet.
Managing Family Dynamics and Talking About Money
June 4-5, Portland, OR
Oregon Community Foundation is hosting these two one-day courses by 21/64 and encourages attendance (capped at 25 people) by its NCFP peers. More info at https://2164.net/training/201-managing-family-dynamics/
Cost per person: $1,250 per day + travel
NCFP Community Foundation Network Peer Meeting
Oct. 15-16, Chicago Community Trust
NCFP’s annual in-person gathering for Network members (details TBD).
Likely cost per person: Free or very low cost plus travel. Hotel $259/night plus taxes.
2019 National Forum on Family Philanthropy
Oct. 16-18, Chicago Marriott Downtown
NCFP’s biennial conference for philanthropic families and their staff and advisors. More info at https://www.ncfp.org/resource/events/2019/oct-national-forum-family-philanthropy-chicago.
Likely cost per person: $1400 early bird registration plus travel (same price for your donor families). Hotel $259/night plus taxes.
Family Philanthropy Services Consult (on-call)
Subscribing community foundations could request a half-day or full-day on-site consultation to expand or refine their suite of services for families and/or specific products and services. The work would build on the report generated from their Self-Assessment or on tools in the Family Philanthropy Playbook. The consult would include NCFP consultant Tony Macklin plus a peer CF of their choice.
Cost: Discounted day rate for NCFP CF subscribers + travel for consultant, honorarium + travel for peer