How Can I Help My Board Members Understand the Long- Term Nature of Impact Investing?

Posted on October 9, 2014 by Tomer Inbar, Tony Wells

Tomer Inbar: To start with a short anecdote, a client of mine and I were talking about their first program-related investment (PRI) that was going to go under. Although they had a successful program-related investment portfolio, she had to go to the investment committee where her PRIs were managed and tell them that they believed that this company was going… Read More

Sample CEO Performance Reviews

Posted on October 8, 2014 by National Center for Family Philanthropy

A collection of sample CEO performance reviews collected in the NCFP Guide, Performance Review: The Complete Guide to Evaluating the Family Foundation CEO. CEO reviews are provided from the following family foundations: The Clowes Fund Max M. & Margorie S. Fisher Foundation Knott Foundation Jessie Smith Noyes Foundation Roy A. Hunt Foundation  … Read More
Voices from the Field

Susan Packard Orr on the legacy of her parents, David and Lucile Packard

Posted on May 28, 2014 by Cole Wilbur, Susan Packard Orr

Editor’s note: the following is reprinted from Living the Legacy: The Value of a Family’s Philanthropy Across Generations, published by the National Center for Family Philanthropy in 1999. In a family foundation there is no question as to the importance of learning from the donors and carrying out their legacy. David and Lucile Packard left our foundation their estate as… Read More
Voices from the Field

Transparency in Family Foundations: the Strength of Glass Pockets

Posted on May 28, 2014 by Brad Smith

Family foundations, by their very nature, are complex. With significant involvement of family members on the board and sometimes in operations as well, there can be layers of generations, widely divergent views and the need to preserve positive family relationships. This complexity is a challenge but not an excuse for avoiding transparency about how family foundations do their work… Read More

Common Causes of Conflict

Posted on May 16, 2014 by National Center for Family Philanthropy

Whatever differences your family may have, those differences need not get in the way of your philanthropic goals. Your challenge is to find ways to channel the bonds of family in the service of a shared vision and anticipate the conflicts that inevitably arise… Read More