Voices from the Field

Strengthening Your Board’s Decision-making Process

Posted on July 13, 2021 by Ann Shulman

This blog post is excerpted from the new Passages Issue Brief: Demystifying Decision Making in Family Philanthropy How does your Board of Directors make decisions? Do you gather around a table with a clear, concise packet of relevant materials, a well-prepared agenda that spells out which decision-making process will be used, then calmly discuss various proposals until you reach a decision… Read More

Demystifying Decision Making in Family Philanthropy

Posted on June 10, 2021 by Ann Shulman

This Passages Issue Brief examines the kinds of decisions that family foundations often face and sets out practical, easy-to-apply guidelines for ensuring that the foundation’s decision-making methods vary appropriately, as conditions and circumstances change. It includes factors to consider when selecting a decision-making method, guidance on how to communicate clearly, simple tools to help make good decisions, and short case… Read More

Common Decision-making Dilemmas

Posted on June 10, 2021 by Ann Shulman

This is an excerpt from Demystifying Decision Making in Family Philanthropy. Do any of these common decision-making dilemmas sound familiar to you or your family foundation board? One board member, often a founder or parent, wields more influence than the others, but the influence is not explicitly acknowledged; Board members go along with a vote just to get the decision over… Read More

Decision Making when Founders are Present

Posted on June 9, 2021 by Ann Shulman

This is an excerpt from Demystifying Decision Making in Family Philanthropy. Founders accustomed to making their own decisions in a business setting may bring unilateral decision-making to the foundation, often using it inappropriately. Founders may think of the foundation as “theirs” and feel impatient with or dismissive of group decision-making. At the same time, they genuinely want family members to… Read More
Voices from the Field

Legacy in Family Philanthropy: A Modern Framework

Posted on May 20, 2021 by Janice Simsohn Shaw

Courtesy of Monstera From Pexels This blog post is excerpted from NCFP’s new report Legacy in Family Philanthropy: A Modern Framework Historically, legacy in family philanthropy has been considered from a retrospective point of view. From an external vantage point, legacy has often been seen as the sum philanthropic impact of a family, the culmination of its efforts. That is,… Read More

Legacy in Family Philanthropy: A Modern Framework

Posted on May 16, 2021 by Shira Saperstein, Janice Simsohn Shaw

Adult hand holding child's hand - legacy
Legacy is a fundamental consideration in the practice of effective family philanthropy, yet it remains one of the most ambiguous and often overlooked concepts in our field. Many families approach legacy with a retrospective lens—one that reflects on a philanthropic effort across a number of years or even generations. However, legacy is emergent and iterative. It ought to be considered… Read More

Honoring the Donor: The Conrad N. Hilton Foundation

Posted on January 5, 2021 by Deanne Stone

Note: This case study was written and released in 2001 as part of NCFP’s Living the Legacy guide; current circumstances at the foundation may be different than described here. Conrad Hilton was an unusual family foundation founder. He set up a foundation in middle age and, although he lived for almost another half century, he never served on the board… Read More

Early Days: The Heisley Family Foundation

Posted on January 5, 2021 by Howard Husock

Note: This case study was written and released in 2001 as part of NCFP’s Living the Legacy guide; current circumstances at the foundation may be different than described here. With these goals in mind, Heisley, in December 1996, incorporated the Heisley Family Foundation, which he hoped would be “a vehicle which I could use to help bring my family together… Read More

A Family Legacy of Individual Initiative: The McKnight Foundation

Posted on January 5, 2021 by Deanne Stone

Note: This case study was written and released in 2001 as part of NCFP’s Living the Legacy guide; current circumstances at the foundation may be different than described here. McKnight was chairman of the 3M Company (Minnesota Mining and Manufacturing). He was credited for developing the corporate culture that propelled the phenomenal growth and transformation of the company from a… Read More

Trends 2020: Foundation Giving

Posted on November 19, 2020

This excerpt from NCFP’s Trends 2020 study shares data and analysis regarding various US family foundation giving trends, including payout rate, influences of giving decisions, discretionary grants, and much more. Family foundations must make choices around the size, number, and focus of their grants. They also have choices around how much they payout annually, the types of grants they make, and how… Read More