National Center for Family Philanthropy

Contributions

Voices from the Field

Giving while living: Caroline Avery, The Durfee Foundation

Posted on March 15, 2013 by National Center for Family Philanthropy

Editor’s Note: The National Center is delighted to partner in 2013 with the Bridgespan Group to feature videos from its Conversations with Remarkable Givers series. For our March edition in this series, we share Bridgespan’s interview with Carrie Avery, president of The Durfee Foundation and board chair of the National Center for Family Philanthropy. To learn more about the goals and… Read More
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What Questions Should We Ask Our Auditors?

Posted on February 15, 2013 by National Center for Family Philanthropy

Once again everyone’s favorite time of year has arrived, audit time! For many, this can be viewed as a daunting and even arduous process.  A family foundation in NCFP’s network of Friends who no longer cringes at audit time shares this list of questions to ask your auditor to ensure your organization has a clean financial bill of health. Questions for the Auditors Did management limit… Read More
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How do I set priorities as the new CEO of a family foundation?

Posted on June 15, 2012 by National Center for Family Philanthropy

Editor’s note: This article is excerpted from the new NCFP CEO Guide, Performance Review: The Complete Guide to Evaluating the Family Foundation CEO, volume 3 of our Family Foundation CEO Leadership Series. Setting priorities can be challenging for a new CEO, what with the myriad responsibilities of the job. When Kathleen Odne, the executive director of the Dean & Margaret… Read More

Policy Central Disclaimer Statement

Posted on April 15, 2012 by National Center for Family Philanthropy

Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions of these documents at the organizations listed. The National Center for Family Philanthropy cannot be held liable for specific policies or practices that you adopt after reviewing the documents included here. We strongly encourage you to consult with a qualified legal… Read More
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Donor Legacy Statements, Values Statements, and Ethical Wills

Posted on March 15, 2011 by National Center for Family Philanthropy

I work for a small family foundation as their non-family executive director. The foundation has been in existence for 25 years. In the near term, I will be sitting down with the founder, who is preparing to write his legacy. I am wondering if you’re familiar with other founders who have shared excerpts concerning their vision for philanthropy that you thought to be… Read More
Featured Article

The Value of Family Philanthropy in a Democracy

Posted on September 15, 2010 by National Center for Family Philanthropy

The passionate generosity of countless American families has inspired – and continues to inspire – extraordinary gifts. Indeed, we may know many of these families more by their philanthropy than by the business successes that made their largesse possible. What is most remarkable is the very phenomenon of American family philanthropy itself. An astonishing number of families make record-setting, private contributions… Read More
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How to Manage Relationships with your legal, financial, and investment advisors

Posted on September 15, 2010 by National Center for Family Philanthropy

How can we get an honest picture from our advisors about whether the strategies they are pursuing are the right ones? How do we know our advisors are telling us everything we need to know? Consider having general investment, legal and other training sessions for your foundation board that are conducted by someone other than the advisors who you’re working… Read More
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What is the 5% payout rule?

Posted on October 15, 2008 by National Center for Family Philanthropy

This familiar, if complex, rule is getting additional attention from family foundations looking at the fourth quarter of the year amid an economic downturn. What do the rules require? And what will that mean next year for foundations and the nonprofits they support? So what exactly are the rules? The figure below from Splendid Legacy 2: Creating and Re-creating Your… Read More

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