Transitions

Family philanthropy structures, leaders, and goals are constantly evolving, just like the families they represent. The change that comes over time is to be anticipated, managed, and, if possible, embraced as an opportunity for renewal. The inevitable changes and transitions that come to family giving programs are too often spoken of in negative terms. As relieved as we are to make it from one challenge to the next, change is not something to be simply weathered.

Leaders will leave, and new ones will emerge. Priorities will shift. Families will move. Stock values will rise and fall. It’s all to be expected. Change comes with the territory. How your family initiates, manages, and responds to that change will determine the course of your giving and reveal your true legacy.

Community Foundation Spark Session: Successful Generational Transitions

Posted on January 31, 2019 by Kathleen Wagner, Stephen Robinson, Lauren Domino, Barrett Coker Krise, Tony Macklin

In philanthropic families, no subject generates more questions than preparing for and successfully passing the responsibility of a foundation or fund to successor generations. Family members consider issues both personal (e.g. self-identity, legacy, family roles) and pragmatic (e.g. timing, knowledge and skills required, differing work and decision-making styles).   Community foundation staff can play a key role in smoothing those transitions in donor families, often helping families plan… Read More

Strategic Lifespan Peer Network: The Final Chapter

Posted on January 28, 2019 by Barbara Kibbe, Lois Mitchell

The Final Chapter: Planning for a Smooth Conclusion Remote Learning: A Discussion Held Via Video Chat & Phone Spending up or leaving a legacy? As your foundation plans for your strategic and limited lifespan, do you plan to support organizations with legacy grants or an endowment for specific causes your family or fund may have founded? How do you honor… Read More

A Conversation with New and Graduating CEOs (Live Stream of 2019 National Forum)

Posted on January 16, 2019 by Nicholas A. Tedesco, Jamie Allison, Don Chen, Richard Woo, Jim Parsons

NCFP will live stream a session from the 2019 National Forum on Family Philanthropy in Chicago, IL. From the comfort of your home or office—and with a computer or electronic device—you can listen and view the event as it happens live. Being the non-family staff leader of a multi-generational family foundation is a privilege and honor. The path to engaging… Read More

Exiting Responsibly: Making Wise Choices As You Wrap Up

Posted on January 12, 2019 by Allison Ross, Dan Fontaine, Barbara Kibbe, Lois Mitchell

Exiting Responsibly: Making Wise Choices As You Wrap Up Whether your foundation is considering wrapping up a long-term initiative or completely spending down and sunsetting your foundation, this webinar will provide valuable ideas and approaches. Hear from field experience how to navigate this complex and challenging process to maximize the potential for impact while leaving grantees and fields strong… Read More

Relationship Between the Board Chair and CEO

Posted on January 9, 2019 by Vernetta Walker, Lynne J. Doblin, Katherine Lorenz, Elaine Gast Fawcett

How do board chairs and CEOs develop and maintain their partnerships? How do family foundation board chairs and CEOs build a relationship of trust and bridge the divide between physical distance, differences between staff and family member roles, and continue the work of the foundation during times of transition? Join to learn how CEOs and board chairs develop positive, productive… Read More

Nonfamily Staff Peer Network: Succession Planning

Posted on October 23, 2018 by Katherine Jacobs, Allison Kupfer, Christine Koehn, Kelly Chopus

Succession planning is a top topic that you as a network requested earlier this year. We’re pleased to spend time with the senior team of Nonprofit Professionals Advisory Group, who have overseen searches, transition management, training, and talent strategy. Join us to hear confidential lessons learned and stories as we have an engaging discussion… Read More

Family Staff and Volunteer Peer Network: Culture, Traditions, Giving and the Holidays

Posted on October 16, 2018 by Jamie Forbes

Family culture surrounds us all the time.  During the toughest of times, culture is what allows families to thrive and support one another. The holidays are a time when culture, family, and traditions all combine!  Join family member Jamie Forbes, who has thought a lot about culture for his nuclear and multigenerational family, for a lively discussion.  This discussion will allow… Read More

Making Space at The Table: Welcoming New Voices to Your Family Giving

Posted on July 12, 2018 by Katy Rees, Joel Luedtke, Justin Maxson, Michael Brunker, Valerie Jacobs Hapke, Katie Scott

There are so many ways to welcome new voices into your family giving to enhance your own giving and family impact. Having others engaged can enhance diversity, inclusion, help your own family, and introduce new ideas and perspectives for impact. Hear from families who have found creative ways to engage non-family board members, the next generation, and community input. Leave… Read More

2018 Courage to Lead Retreat

Posted on June 12, 2018 by Gayle Williams, Tara Reynolds

This intimate retreat, limited to 25 current leaders (CEOs, board chairs, and other family leaders) and co-sponsored with the Southeastern Council of Foundations, provides a unique opportunity to discuss fundamental questions of leadership, impact, sustainability and self-care. The retreat will include time for individual reflection and small group dialogue to explore together “habits of the heart” that tap into one’s… Read More

We’re here to equip you with the tools you need to make a meaningful impact. Contact NCFP for support.

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