National Center for Family Philanthropy

Featured Article

In Loving Memory: the Pros and Con of Legacy Grants

Posted on July 15, 2006 by Sarah Trzepacz

The loss of a loved one is difficult for any family to bear, and the desire to celebrate and honor his or her life and accomplishments is natural and common. For philanthropic families, if the lost family member has played a significant role in their giving, grief and sadness can be coupled with some confusion or uncertainty about the state… Read More
Featured Article

Six Simple Steps to a Successful, Stress-Free Family Meeting

Posted on May 15, 2006 by Sarah Trzepacz

Like so many other things preparation for a family meeting is vital to its success. With a little planning you can orchestrate and carry off a family meeting that accomplishes your philanthropic goals, strengthens your family’s commitment to effective governance of your giving vehicle, and is more enjoyable than you thought possible. By taking time to think through why, when,… Read More

Alternatives to Perpetuity: A Conversation Every Foundation Should Have

Posted on October 21, 2005 by Deanne Stone

This Passages is aimed at new donors considering a limited lifespan for their foundation, existing foundations that have already set a closing date, or any family contemplating the question of perpetuity. Author Deanne Stone gives background on the perpetuity vs. spending down debate and discusses the motivations for considering an alternative to perpetuity. The paper then identifies the basic challenges… Read More

Closing the door: Spending out frees the Beldon Fund board’s imagination

Posted on October 21, 2005 by Deanne Stone

Many family foundations that make the decision to spend out their assets within a limited timeframe say that doing so keeps them focused on the mission, energized, and on their toes. Bill Roberts, former executive director of the Beldon Fund, speaks for many of the foundations interviewed for NCFP’s Passages Issue Brief on this topic, “Alternatives to Perpetuity: A Conversation… Read More

Estate Planning As A Family: A Collaborative Approach

Posted on April 4, 2005 by David Gage, Ph. D.

The time has come to cast estate planning in a fresh light. For too long,parents and their advisors have conducted estate planning behind closed doors. Each year, billions of dollars of family assets pass from benefactors to inheritors but the process continues to be one of the most sensitive—and secretive—activities within families… Read More

Families In Flux: Guidelines for Participation in Your Family’s Philanthropy

Posted on October 4, 2004 by Deanne Stone

Family members marry, divorce, remarry, form domestic partnerships and, in many cases, move far away from the family home. With families growing ever more complex, varied, and far-flung, foundations and donor-advised funds need clear guidelines regarding who participates in their philanthropy and in what roles. This Passages report addresses changing family composition and circumstances and how philanthropic families may deal… Read More

The 990-PF in a Nutshell: What You Need to Know

Posted on August 15, 2004

What is the 990-PF and who needs to fill one out? The 990-PF is the tax return used for all private foundations filing under tax-exempt status, which inventories all of a foundation’s assets, investments, revenue, expenses, and charitable disbursements throughout the fiscal year. It also lists foundation officers, trustees, and the number of staff, itemizes its grants, and gives information… Read More

Growing to Give: Instilling Philanthropic Values in Teens and Preteens

Posted on June 28, 2004 by Darlene Siska

The teenage years can be the most tumultuous ones—particularly for parents! Parents may want their children to become charitable for any number of reasons: to prepare them to take formal leadership one day of the family’s foundation or other giving vehicle; to participate in philanthropy as a family activity; or to develop charitable natures as an antidote to the possibility… Read More

Family Governance: A Primer for Philanthropic Families

Posted on June 4, 2004 by Patricia Angus

This Passages Issue Brief focuses on the principles, practices, and policies of family governance. Typically, a family’s philanthropy, whether formal or less structured, is only one of a number of ways in which family members interact with one another. This article aims to help philanthropic families understand the theory and practice of effective family governance… Read More

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