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Advisors and estate planning
Have Donor-Advised Funds and Other Philanthropic Innovations Changed the Flow of Giving in the United States?
Posted on November 7, 2017 by Patrick Rooney
Giving intermediaries are nothing new, and include a range of vehicles such as workplace campaigns (like the United Way and the Combined Federal Campaign) and community foundation general funds. Of late, such giving intermediaries have found their donors less willing to give into a general fund—where others make decisions about the final destinations of their gift—and more in favor of… Read More
Can we change our registered agent?
Posted on March 13, 2017 by Andras Kosaras
Our foundation is incorporated in the State of California, but the legal address is in the state of Colorado. We have an excellent relationship with our broker who is also located in California. Could we ask him to be our registered agent?… Read More
Case Study: Navigating a Community Foundation’s Roles Among a Family’s Professional Advisors
Posted on February 6, 2017 by Tony Macklin
The Star City Community Foundation has a potential opportunity to work with a generous family planning for a business transition. As is often the case, the information about the opportunity is incomplete. This special case study shares the story of the fictional Lincoln family, and explores the questions, considerations, and challenges facing the community foundation as it works with the… Read More
Things We Wish Our Founders Had Told Us: Interpreting Donor Legacy
Posted on November 29, 2016 by Susan Packard Orr
This special NCFP Distinguished Fellow Essay by Susan Packard Orr explores the questions that Susan and her fellow trustees wished they had asked of the founders when they were still alive. From the introduction: This year marks the 20th anniversary of our father’s death. Our mother has been gone almost 30 years. During this time, we have worked to build… Read More
Ten ways philanthropic families work with community foundations
Posted on June 11, 2015 by Audrey Jacobs, David O. Barrett, Elizabeth Sullivan, Lauren Amos, Mark Neithercut, Rob MacPherson
This special webinar as we count and describe the many ways that philanthropic families work with the more than 800 community foundations spread across North America. From partnering for impact to serving as a training ground for younger family members, community foundations and families have been partners since the very first community foundations were founded just over a century ago… Read More
Avoiding Avoidance: Addressing and Managing Conflict in Family Philanthropy
Posted on June 9, 2015 by Elaine Gast Fawcett
Conflict is normal in any family or organization. In this issue of Passages, you’ll learn about the most common conflicts in family philanthropy, the creative “tactics” some boards use to perpetuate the avoidance, and how you can use simple tools to address conflict in a healthy, productive way… Read More
Advisory board member roles and responsibilities
Posted on December 8, 2014
The Sample Family Foundation’s Declaration of Trust designates two groups of participants: (1) “Trustees,” all of whom are currently family members and who vote on grants and issues of governance; and (2) “Advisors” who serve in an advisory capacity without voting power. Advisors are appointed to three-year terms that may be renewed until the Advisor reaches the age of seventy-five… Read More
So You Want to Be a Family Philanthropist?
Posted on August 14, 2014 by Julia Kittross, Kathy Edwards, Sue Miller
Sometimes philanthropy is done purely for altruistic reasons, but often there are other motivations. Donors with an interest in engaging their family in shared philanthropy must review both the tax implications and administrative costs of the charitable vehicle(s) they consider, as well as the degree of control and influence they wish to retain for years, and perhaps generations, to come… Read More
Don’t Need a Consultant? 5 Good Reasons You Might Be Wrong
Posted on June 23, 2014 by Kris Putnam-Walkerly
Consultants can take some of the burden off of staff while providing a new perspective and expertise. They may also increase your organization’s credibility. Here are the five main reasons most foundations and nonprofits enlist the help of outside consultants… Read More