Strategic planning

Philanthropy and the Social Economy: Blueprint 2017

Posted on April 13, 2018 by Lucy Bernholz

Philanthropy and the Social Economy: Blueprint 2017 is an annual industry forecast about the ways we use private resources for public benefit. Each year, the Blueprint provides an overview of the current landscape, points to major trends, and directs your attention to horizons where you can expect some important breakthroughs in the coming year… Read More

Leveraging Small Grants for Big Impact

Posted on December 14, 2017 by Kenji Treanor, Patricia Douglas, Shirley Fredricks, Carmela Castellano-Garcia

Domino effect. Snowballing. Chain reaction. Ripple effect. Reverberation. There are plenty of ways to describe this simple truth: small actions can have big results. This webinar will feature the stories of foundations that have created out-sized impact with their relatively small grants. Whether it’s health care, education, or the environment, the foundations and funds featured in this webinar have harnessed… Read More

Policy Changes in the Pipeline: How Will New Proposed Legislation Affect Family Giving?

Posted on November 9, 2017 by Jay Hutchins, John Mullaney, Sandra Swirski

Tax reform and policy changes are complex topics to understand. How can proposed tax reform affect the work of your foundation? What policies about charitable giving should giving families know about and consider? Are there steps giving families can take to prepare? Join John Mullaney, the Executive Director of the Nord Family Foundation as he interviews: Sandra Swirski, Executive Director… Read More

Should our foundation focus on being “strategic” or “responsive” in our grantmaking?

Posted on June 9, 2017 by National Center for Family Philanthropy

When your board approves a grant, you are hoping and expecting that your philanthropic investment will make a significant impact. In order to become an effective grantmaker, your giving should always align with the core beliefs of your foundation. Beyond this, there are two common approaches that boards take when considering how to allocate the foundation’s resources: strategic or responsive. … Read More

Cultivating Nonprofit Leadership

Posted on May 9, 2017 by Niki Jagpal, Ryan Schlegel

Leadership development is an integral component of any work that seeks to address long-standing structural barriers to sustainable change. We cannot succeed without substantial investments in leadership at the grassroots level, specifically among groups working to address rigid structural barriers to equity and creating sustainable change. … Read More

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

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