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How can family foundations and community foundations work most effectively together?

Posted on September 15, 2017 by Tim Ober, Shelley Hoss, National Center for Family Philanthropy, Keith Swayne, Audrey Jacobs, Ann Mulholland

Are there good examples of family foundations working closely with the donor community, brought to the table via the community foundation, to strengthen philanthropic initiatives broadly? How can we partner with the community foundations in our state to know community goals and make more effective grants in those areas? … Read More

Transitions in Family Philanthropy: A Primer for Community Foundation Staff and Donor Families

Posted on July 31, 2017 by National Center for Family Philanthropy

No matter the intensity of the emotions they generate, transitions have the potential to affect the course of your family’s life. These transitions also impact your family’s philanthropy — and how your family chooses to manage its charitable giving vehicles, such as your donor-advised fund or foundation. This Passages Issue Brief provides tips and tools for donor families and community… Read More

Managing Family Dynamics: A Primer for Community Foundation Staff and Donor Families

Posted on June 30, 2017 by National Center for Family Philanthropy

Family members marry, divorce, remarry, form domestic partnerships, and, in many cases, move far away from the family home. Siblings may have long established patterns of competitiveness, feelings of fairness, or other sibling rivalry issues. Parents and children may have values that differ significantly. Communication may break down. In turn, these common challenges can affect how your family decides to… Read More

What are the disclosure requirements from the IRS regarding Form 990-PF?

Posted on June 21, 2017 by National Center for Family Philanthropy

As a private foundation it is important that you abide by the rules, and specifically the rules implemented by the IRS. It is no secret that as a 501(c)(3) organization you must be held accountable by not only the government but also by the people. Under the private foundations tax provisions in 1969, private foundations were required to make Form… Read More

A Tribute to Ike Leighty

Posted on June 20, 2017 by National Center for Family Philanthropy

“Starting a family foundation is like catching a porcupine.  First you throw a wash tub over it, and that gives you something to sit on while you figure out what to do next!” Those were the words of the late great Herman “Ike” Leighty. Essentially what Ike meant was that there is no one clear path to success in philanthropy… Read More

What are the roles of board committees?

Posted on June 20, 2017 by National Center for Family Philanthropy

Board committees are at the heart of good governance. Committee members should make the necessary decisions and provide the day-to-day oversight needed to ensure that a family foundation board follows its fiduciary and legal obligations. Refer to Policy Central: Board Commitees for examples of how to organize your foundation’s committees. Once board roles have been established, you should then determine how you… Read More

What is the role of the foundation’s president?

Posted on June 19, 2017 by National Center for Family Philanthropy

The president is responsible for establishing an efficient and effective infrastructure that enables seamless execution of grantmaking functions and heightens professionalism of the foundation’s operations. The role can be broken down into 5 core responsibilities: Leadership for the foundation’s grantmaking– The president is responsible for focusing on the issues that the trustee’s feel are of great importance. He/she is also… Read More

What should my foundation consider when reviewing a request for a capital grant?

Posted on June 14, 2017 by National Center for Family Philanthropy

While capital grants are technically just one aspect or component of a robust grantmaking strategy, there are a few questions and considerations that are unique to capital grants. There are campaign considerations like a strong fundraising strategy, building considerations like effective design, and evaluation processes. The Eckerd Foundation has provided their guidelines and a discussion paper as an sample model as… Read More