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Grantmaking Strategy and Evaluation
Giving Together: A Workbook for Family Philanthropy
Posted on September 24, 2016 by The Philanthropic Initiative
The exercises in this workbook are based on The Philanthropic Initiative’s experience working with hundreds of family philanthropies over TPI’s 20 years of philanthropic consulting. Every family brings its own unique culture, goals, and strengths to the journey of creating a family philanthropic enterprise. The resulting governance structures, funding approaches, and operating models are nearly as varied as the families… Read More
2016 NCFP CEO Retreat: a Joint Retreat for Family and Non-Family CEOs
Posted on September 20, 2016 by Virginia M. Esposito, Katherine Lorenz, Doug Bitonti Stewart
The role of a family foundation CEO is unique, often bridging generations of family members, community leaders, staff, advisors, and partners. Expectations can be challenging to meet and boundaries are sometimes vague and ever-changing. Success in this role requires a cadre of specialized leadership skills. This 3-day retreat, to be held at the family home of David and Lucile Packard,… Read More
Demystifying decision-making in family philanthropy
Posted on September 15, 2016 by Ann Shulman, Lori Kuhn, Ellie Frey Zagel
How do you make decisions related to your family’s philanthropy? Does the method you choose vary based on the importance or complexity of the decision? Different kinds of decisions made under varying conditions and circumstances may require different decision-making methods. … Read More
Investing in Equality: Integrating LGBT Issues into Total Portfolio Activation
Posted on September 15, 2016 by Croatan Institute
This paper provides a framework for impact investors as they consider how to invest in and support LGBT issues across common portfolio asset classes such as public equities and fixed income, and alternative asset classes such as private equity and venture capital… Read More
This content is for Network Partner: Community Foundations subscribers only.
For Professional Advisors: Presentations, Governing Documents, & Institute for Advisors
Posted on September 8, 2016 by Greater Houston Community Foundation
Advisor Presentation Advisor Presentations IPS for 3rd Party Funds Marketing Material for Breakfast Invitation Session Professional Advisor Institute… Read More
Business Models: Greater Atlanta CF Investment Options & Fees
Posted on September 1, 2016 by Community Foundation for Greater Atlanta
This content is for Network Partner: Community Foundations subscribers only.
Sample Donor Intent Statements
Posted on August 23, 2016 by The Oregon Community Foundation, The Seattle Foundation
Family Philanthropy and Media Perceptions
Posted on August 11, 2016 by David Callahan, Peter Panepento, Stacy Palmer
Family foundations are passionate and dedicated to improving their communities and leading conversations that will help advance their missions. But as they look to expand their work, many families have a hard time explaining their work to and building relationships with the media. Many foundations simply don't know where to begin… Read More
Creating Choices Before Making Choices: One Family Foundation’s Journey to Finding a Strategic Focus
Posted on July 21, 2016 by Kelly Medinger
Rooted in business principles, philanthropic study, and reflective practice, this article examines the first step of building a grantmaking strategy – finding an issue or problem to address – and presents a three-part model for creating choices that reflect a foundation’s donor intent, organizational talents and resources, and broader community needs. Ultimately, this process illustrates how a family foundation can find a strategic focus, either for all or simply… Read More