Family Identity and Culture

Posted on December 7, 2020 by Phillip Wm. Fisher, Armando Castellano, Lisa Parker, Tony Macklin

father, son, and grandfather skipping stones - traditions, generations, family cutlure
Many philanthropic families have a strong sense of identity, defined by their traditions and culture and carried out through their commitments to one another and the public trust. A clear family identity is driven by a shared purpose and philosophy, which in turn promotes a successful collective giving effort. How do families understand their shared purpose and ensure it faithfully… Read More

Defining and Translating Motivations and Values

Posted on December 7, 2020 by Jaimie Mayer, Nicholas A. Tedesco, Katherine Lorenz

stack of blocks with arrows pointing upward - direction, mission, plan
Clearly defined motivations and values are the underpinning of an effective family philanthropy strategy—they articulate a purpose, provide direction, and serve as a measure of accountability. They are also a dynamic and ever-evolving tool to guide donors and their family through the lifecycle of their philanthropic effort. Yet many families engage in social impact strategies without intentionally identifying aims and… Read More

Community Foundations Network Topical Call: Improving and Re-Envisioning Donor Experience

Posted on December 3, 2020

binoculars, future, imagine
Have you re-envisioned your client experience? Gather with your peers to dive deeper into the recent Community Foundation Workshop presentation by Julie Littlechild, “How Client Engagement is Being Disrupted.” Building off of Julie’s workbook, we will discuss how to move from satisfaction to engagement. Prepare to better support your donors at each stage of their journey. If you missed the… Read More

Trends 2020: Foundation Identity

Posted on November 19, 2020

This excerpt from NCFP’s Trends 2020 study shares data and analysis regarding various US family foundation giving trends, focus of the foundation, family member dynamics, operational effectiveness, and much more. Size and Scope By conservative estimates, family foundations represent more than 60% of the approximately 90,000 grantmaking foundations in the country; there are more family foundations than all other forms combined in… Read More

The Experiences of a Foundation With a Limited Life: Benefits and Challenges (MAVA Foundation)

Posted on October 9, 2020 by Lynda Mansson

Drawing on reflections from the director general of the MAVA Foundation and learnings from foundations that have recently closed, this article also discusses how to prepare for the end date of a limited-life foundation. MAVA, a Swiss-based grantmaking foundation for 25 years, has a planned end date of 2022. The article features key lessons for foundations considering closure, and will… Read More

Community Foundations Network Topical Call: Holiday and Winter Family Meetings

Posted on October 5, 2020

How are you preparing for holiday and winter meetings with your donor families during this challenging and partisan moment? Donors are looking for guidance as they navigate uncertain times and a changing giving landscape. Join this safe, facilitated dialogue to talk with your peers about common strategies and important questions. Resources: Civil Conversations & Social Healing at The On Being… Read More

Values-based Leadership for the Future of Health: A Conversation with Barbara Bush and Global Health Corps

Posted on October 5, 2020 by Joanna Galaris, Barbara Bush, Sandra Isano, Heather Anderson

Join us in welcoming to our virtual stage Global Health Corps (GHC) Co-Founder and Board Chair Barbara Bush and CEO Heather Anderson. Barbara will share a brief history of her inspiration and initial vision for the organization, and then engage in a conversation with other panelists that illuminates GHC’s journey from launching as a small startup in 2009 to building… Read More

5 Myths of Traditional Philanthropy: A Response to Common Misperceptions About Trust-Based Principles

Posted on October 2, 2020 by Trust-Based Philanthropy Project

This guide outlines five common myths and misperceptions that come up in discussions about trust-based principles, and offers clear responses about what a trust-based approach is and isn’t. Use this guide to challenge traditional assumptions about philanthropy and offer new, clear perspectives into the conversation about what it means to take a trust-based approach… Read More

Trust-Based Philanthropy At-A-Glance

Posted on October 2, 2020 by Trust-Based Philanthropy Project

This 2-page overview provides the overarching context for trust-based philanthropy, descriptions and rationale for the six interrelated principles, recommended steps you can take, and the benefits you will see. This introductory primer will be most relevant to foundation leadership, trustees, and staff. It can be used as a general reference point, or for more in-depth discussion and reflection among colleagues… Read More

Balancing Purpose, Payout, and Permanence

Posted on August 30, 2020 by Council on Foundations, National Center for Family Philanthropy, Tony Macklin

How much should we spend? This is an essential question for foundations, and one of the most complex, particularly in moments of change or turmoil. This Strategy Guide invites you to reflect more deeply on how your foundation chooses to balance four factors—purpose, conditions and trends, time horizons, and assets for mission—especially in times of greater crisis or opportunity. It… Read More