Governance

Non-family Staff Peer Network: Generational Transition at the Table

Posted on January 12, 2023 by Ellie Frey Zagel

Three generations at a family philanthropy
Around each board table, there is a need to plan for the next generation and to nurture their leadership and engagement. What conditions make for successful next gen engagement and transitions? How do you empower adult family members to be involved, while also recognizing they are at a particularly busy stage of life? Learn from Ellie Frey Zagel, a next… Read More

Non-family Staff Peer Network: Managing Up for Trust, Relationships, and Impact, Part 2

Posted on January 12, 2023 by Chris Steed, Christy Uchida

Non-family staff at a board meeting
How do you manage tension and differences with your board, while building trust and maintaining important relationships? How do you reconcile doing the work and staying true to yourself? This session will offer a space for lightly facilitated small group conversations with your peers on how to work closely with your board while navigating the complex dynamics that sometime arise… Read More

Board Chair Peer Network: Fostering Healthy Communication

Posted on January 9, 2023 by Bobbi Hapgood

A family board working together.
How do you work with your board, both individually and as a collective, to foster better communication? How do you navigate conflict, complex personalities, and engage with your family in the difficult and dynamic role of board chair? Join Bobbi Hapgood, an experienced foundation consultant, foundation executive, and board member herself to learn from her experiences and engage in discussion with… Read More

Board Chair Peer Network: Good Governance Discussion

Posted on January 9, 2023 by Elizabeth Snowdon Bonner, Katherine Osborne Valdez

People discussing family philanthropy board governance
Come together with your peers for a dialogue on effective governance. We will build on NCFP’s February webinar to discuss the nuts and bolts of board governance, challenges with leading meetings, how to activate best practices, and ways to engage your own family. Please watch the February webinar recording or read the transcript in advance of the call. The final… Read More

Operationalizing Equity Practices

Posted on December 15, 2022 by Alison Upton López, Dwayne Patterson, Lorena Gomez-Barris, Angelique Power

Equity vs equality family philanthropy
For funders seeking to incorporate an equity lens throughout their work (and not just their grantmaking), there are many opportunities to shift internal operations towards more equitable and values-aligned practices. Yet while many families recognize the desire to make these shifts, they need further guidance around the specific decisions and considerations that will advance their philanthropy towards a more equitable… Read More

Fiduciary Responsibilities and Legal Basics in Family Philanthropy

Posted on December 15, 2022 by Jeannea Varrichio, Andrew Schulz

What are the basic fiduciary duties, governance policies, and legal responsibilities that each family philanthropy board member must understand and abide by? Join this session to better understand the fundamental and nuanced federal and state laws regulating charitable giving, including self-dealing, payout, fiscal agency, excise tax, required filings, and much more. Leading experts on family foundation tax law will make… Read More

Managing Family Dynamics in Governance

Posted on December 15, 2022 by Stephanie Ellis-Smith, Betsy Erickson, Katherine Lorenz

Reaching consensus is difficult, particularly during a decision-making moment that will have a real impact on your philanthropy. How do you have productive conversations during meetings and other decision points when there are relationship dynamics, conflict, or simply differences of opinion? How do you allow for individual viewpoints across generations, but ensure there is a framework in place to push… Read More

The Essentials of Good Governance

Posted on December 7, 2022 by Ann Ziker, Gioia Perugini, Tom Zellerbach

Family Foundation Board Members Discussing Governance
Governance, a system for who will make decisions and how, is the guiding framework for your family philanthropy’s long-term success. There are many governance constructs that support an effective board, and different methods to engage family within each construct. But what are the common elements that contribute to an effective board across all governance constructs? In this webinar, learn the… Read More

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