Getting Started

Resiliency Guide

Posted on August 17, 2020 by S. D. Bechtel, Jr. Foundation

This Guide is designed to help deepen thinking about where, when, and how to invest in capacity building, while also helping funders to explore the dimensions of resiliency and help their grantee organizations prepare for eventual independence from grant funding… Read More

Balancing Purpose, Payout, and Permanence

Posted on August 14, 2020 by Peter F. Bird, Jr., Liz Sak, George Suttles, Nicholas A. Tedesco, Tony Macklin

“How much should we spend?” It’s an essential question for all funders, and an especially complex one for endowed private foundations. The answer of “around 5%” was never universal as foundations sought creative means of ensuring that assets would serve mission rather than the other way around. In recent times, the pressure to revisit payout has increased. Endowed foundations have… Read More

Leading with Love and Gratitude: The David Rockefeller Fund at 30

Posted on August 4, 2020 by David Rockefeller Fund

The David Rockefeller Fund charts its history with a fascinating look into the evolution of the family and its philanthropy. The Fund’s history reflects the fact that change is inevitable and necessary, but must be rooted in the values and legacy of the family. The family’s recognition of this positions them for long-term success, encouraging them to remain flexible and… Read More

The Future of Family Philanthropy: Positioning Families for Greatness

Posted on July 23, 2020 by Nicholas A. Tedesco, Kimberly Dasher Tripp

winding road_path_journey_future
Philanthropic families are expanding their impact, knowledge of the field, and becoming increasingly sophisticated in their giving. There is further demand for philanthropic guidance and resources as donors and their families leverage multiple philanthropic vehicles, engage the next generation, and look to increase their payout rates or even spend down. NCFP President and CEO Nick Tedesco has spent the last… Read More

Supporting Youth and Next-gen Philanthropy: How to Get Started

Posted on May 28, 2020 by Vasser Seydel, Kimberly Myers Hewlett, Sammie Holzwarth

Durfee Foundation next-gen board meeting
Multigenerational families use different methods and techniques to teach the next generation about philanthropy. Successful future engagement depends on many considerations, including when and how to best inspire and empower next-gen family members. Please join us for a discussion that will explore a number of important considerations, including when, and how to introduce the concept of giving to your family,… Read More

Strategic Lifespan Peer Network: Learning from the Pascale Sykes Foundation

Posted on May 27, 2020 by Frances P. Sykes

The Pascale Sykes Foundation is in the process of spending its assets by 2022 or 2023. President Frances Sykes will discuss their spend down decision and answer questions about this experience. Get to know Frances and the Pascale Sykes Foundation through this real-life example and family member perspective. As a reminder, our Peer Network events are not recorded. Come ready to… Read More

Community Foundation Spark Session: Community Foundation Business Models for Family Philanthropy (Round 4)

Posted on May 19, 2020 by Debbie Wilkerson, Caroline Kuebler, Bob Fockler, Whitney Hosty, Tony Macklin

This is NCFP’s fourth annual deep dive into how community foundations structure their business models for more intensive services to multi-generation and multi-branch families. Two foundations will serve as case studies, describing how they defined their customer segments, developed their portfolio of programs and services, worked with their board to set goals and success measures, refined their financial model for expanded services, engage advisors, and more. Their presentations will be… Read More

Mobilizing Change: Scenario Planning and Choice Making for a Better Future

Posted on April 27, 2020 by Alexander “Zander” Grashow

seven doors in a room - decision making and choices
NCFP has invited Zander Grashow to share some of the ideas, tools, and practices to help guide us through this adaptive chapter of our collective history. This two-part series will include content sharing, small group time with peers, large group reflections and Q&A. Attendance is not mandatory for both sessions, but together, they certainly build a more coherent set of… Read More

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