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

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