Giving vehicles

Community Foundation Spark Session: Building Blocks for Successful Family Philanthropy Services

Posted on February 28, 2019 by Gary Butterworth, Samuel Clark, Michelle Beisker, Susan Willey, Tony Macklin

An increasing number of consultants, wealth management firms, Donor-Advised Fund sponsors, and more are positioning themselves as trusted guides in families’ philanthropic journeys. They’re answering families’ questions about social impact, values alignment, successor generation preparation and engagement, and more.   Will your community foundation maintain a competitive advantage in that marketplace? Will you be positioned as a trusted resource beyond grants… Read More

Community Foundation Spark Session: Business Models for Family Philanthropy Services

Posted on January 26, 2019 by Christine Dawson, Ann Engelhard, Tony Macklin

This is NCFP’s third annual deep dive into business models for more intensive community foundation services to multi-generation and multi-branch families. Two foundations will provide details on 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 based on NCFP’s Philanthropic Services Business Model Canvas and join… Read More

Family Philanthropy Through Multiple Vehicles

Posted on January 8, 2019 by Wendy R. Ulaszek, Ph.D., Kelin E. Gersick, Ph.D.

boardroom-meeting-sticky notes
How can families with multi-faceted philanthropic efforts – those with multiple foundations or funds, who are also using impact investing and other creative strategies – develop governance systems and structures that accommodate this complexity? What processes are these “complex” families using to allocate available human capital to the various governance structures? What approaches are they using to address dilemmas of… Read More

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