Grantmaking Strategy and Evaluation
Generations of Giving: Chapter 8 – Developing the Organizational Structure
Posted on September 27, 2006 by Deanne Stone, Howard Muson, Katherine Grady, Kelin E. Gersick, Ph.D., Michele Desjardins
Chapter 8 of Generations of Giving: Leadership and Continuity in Family Foundations, a landmark 2006 study by a team of researchers led by Kelin Gersick and co-published by the National Center for Family Philanthropy. This chapter features the authors conclusions regarding the importance of organizational structure for achieving the mission of a foundation. Review the complete collection of chapters from… Read More
Sharing Values Effectively Across Generations
Posted on August 10, 2006 by Sharna Goldseker
Sometimes it can be tough to communicate values across generations even if the only thing that changes is the vocabulary. Although at heart we know that members of our family share values, defining and verbalizing a shared philosophy can take a special effort… Read More
Maximizing Returns: Mission Related Investing
Posted on June 8, 2006 by Luther M. Ragin Jr., Sharon King
By divorcing grantmaking from investment strategies, many foundations use only a small portion of their fiscal power and influence in trying to make an impact for good… Read More
Sample investment policy statement with SRI component (Stokes Foundation)
Posted on April 15, 2006 by Lydia B. Stokes Foundation
This sample investment policy contains language regarding the family foundation board’s desire to have socially responsible investing as a core focus of its strategy… Read More
Creating Social Change Through Your Family’s Philanthropy
Posted on April 13, 2006 by Alison D. Goldberg, Jamie Schweser
'Social change philanthropy', a term often applied to philanthropy that tries to address the root causes of societal inequalities, is being embraced by family philanthropists of all generations. … Read More
The Future of Family Philanthropy
Posted on December 15, 2005 by Virginia M. Esposito, Katherine Fulton
What will family philanthropy look like in the year 2020? How will globalization, immigration, geographic dispersion, and the vast array of new web-based initiatives for giving continue to affect the how, why, who, when and where of family philanthropy? NCFP President Virginia Esposito and special guest Katherine Fulton from the Global Business Network had a wide-ranging, forward-looking conversation on the future… Read More
Measuring Effectiveness as a Family Philanthropy
Posted on November 10, 2005 by Doug Bauer
While no family launches a charitable giving vehicle with the intention of spending time and resources without results, it can often be difficult to quantify or even evaluate the results of your philanthropy. Certainly every family hopes that their giving will have a positive impact on the lives of those in their communities, but how can the results of your… Read More
Sample matching grant policy (Homer A. and Mildred S. Scott Foundation)
Posted on October 27, 2005 by Homer A. and Mildred S. Scott Foundation
This sample policy from the Wyoming-based Homer A. and Mildred S. Scott Foundation covers matching grants. The document includes the operating resolution, subsequent resolutions, and the matching grants application… Read More
Beyond compliance: The trustee viewpoint on effective foundation governance
Posted on October 24, 2005 by Ellie Buteau, Phil Buchanan, Romero Hayman, Sarah Di Troia
This report describes key elements of foundation board effectiveness. Based on the largest-scale research on foundation boards ever conducted, the report reveals the foundation trustee perspective on effective governance and provides practical implications for CEOs and trustees… Read More