navigating trends in family philanthropy - resource list
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Navigating Trends in Family Philanthropy
- Free Resource List -
Tony Macklin and Neil Sumilas, National Center for Family Philanthropy, 2017
Tracking & Adapting to Trends
Bridgeworks Blog (ongoing) – Smart thinking on generational dynamics
NCFP 2015 Trends Study – The first national benchmark survey of family foundations
Philanthropy and the Social Economy: Blueprint (Lucy Bernholz, annual)
- An annual look at the trends shaping how we accomplish social good
Global Sustainable Investment Review (GSIA, 2016)
- A biennial report on the trillions invested with both financial and societal returns; also
links to similar reports for Canada and the United States
Shift Happens: Understanding how the world is changing (Monitor Institute, 2014)
- Overview of changing demographics, technologies, economic factors, and more
Stanford Social Innovation Review (ongoing)
- Website and magazine on trends in philanthropy, nonprofits, and corporate responsibility
This is New Power (launched 2015) – Ideas based on the Understanding New Power article in HBR
Governance and Family Dynamics
25 Best Practices of Multi-Generational Families (GenSpring 2016)
- Advice on family cohesiveness, mentoring, governance, philanthropy, and more
Avoiding Avoidance: Address and Managing Conflict in Family Philanthropy (NCFP 2014)
Family Involvement: The Spectrum of Options (NCFP 2010)
- Advice for moving from founding donor to family governance
Improving Communication and Interaction in Family Foundations (GMA Foundations 2010)
- Advice on improving family dynamics and decision-making
Succession Planning for Families (Exponent Philanthropy)
- Quick answers to frequently asked questions and links to other resources
Talking to Your Family About Philanthropy (Rockefeller Philanthropy Advisors)
- Guide for founding donors and board members
Ten Ways to Plan for Board Continuity and Succession (GMA Foundations 2008)
- Quick guide for thinking ahead
Tips and Tools for Effective Family Board Meetings (NCFP 2010)
- Advice from governance consultants and family foundation members
Why Family Foundations Lose Their Way (Neithercut Philanthropy Advisors 2012)
- Overview of common misconceptions, mistakes, and planning dangers
Youth Philanthropy Case Studies (Frieda C. Fox Family Foundation, ongoing)
- How family foundations are engaging youth and planning for their future leadership
Navigating Trends in Family Philanthropy
- Free Resource List -
Tony Macklin and Neil Sumilas, National Center for Family Philanthropy, 2017
Family Mission, Values, and Giving Preferences
Adventures in Giving (The Philanthropic Initiative 2015)
- 14-question online quiz that assesses preferences and goals for giving
Donor Legacy Statements, Values Statements, and Ethical Wills (NCFP 2011)
- Compares the options, provides examples and links
Generations Together (NCFP 2016)
- An online curriculum, in five modules, for engaging youth in family philanthropy
Giving Together: A Workbook for Family Philanthropy (The Philanthropic Initiative 2008)
- 15 worksheets to define and refine family engagement, mission, and grantmaking
Protecting Donor Intent (Philanthropy Roundtable 2012)
- Overview on defining mission and creating policies and safeguards to protect it
Ramping Up Your Foundation (TPI and Exponent Philanthropy 2016)
- A guide for families that will see an infusion of assets into their philanthropy
Your Philanthropy Roadmap (Rockefeller Philanthropy Advisors)
- 5 key questions for shaping your giving, a good start for a family discussion
Additional Resources for Professional Advisors
Affluent Family Resources (Connected Gens)
- Good guides for advisors on purposeful planning and purposeful trusts
Charitable Life Planning: The Non-Financial Benefits of Charitably Engaged Retirees (Clontz, 2014)
- Advice on finding meaning in retirement and a “top 10 charitable questions” to ask clients
Creating Meaning From Money (Merrill Lynch, 2014)
- Looking at the family’s foundation and legacy as more than money
Heritage Design (ongoing)
- White papers, videos, and other training on helping families succeed across generations
Interviewing the Affluent (Fithian and Schervish, 1999)
- A two-part article and seminal thinking on values-based planning with clients
U.S. Trust & Bank of America Studies of HNW Philanthropy (biennial)
- How wealthy families view philanthropy, volunteering, and the role of their advisors
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