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Family Foundation

Engaging the Family in Your Philanthropy

Read this blueprint for family engagement, providing strategies and approaches to involving the next generation.
Audience: Family Foundation
Topic: About PhilanthropyFamily Philanthropy
Seven Tips for a Successful Family Foundations

Seven tips for running a successful family foundation by Advisor Perspectives.
Audience: Family Foundation
Topic: Administration
A Growing Tradition? Examining the African American Family Foundation
African American family foundations have grown in number and in popularity, at least in part due to the fact that African Americans expressly prefer giving to organizations that are close to them and that aid their community.
Audience: Family Foundation
Topic: Diversity, Equity, and Inclusion
Ten Ways for Foundations to Consider Diversity and Inclusive Practices

These guides are designed to help foundations consider how more diverse and inclusive practices might advance their mission by making their work more effective and more reflective of communities served. By highlighting 10 ways foundations can approach diversity, this guide seeks to spark ideas and launch further dialogue.
Audience: Community FoundationFamily Foundation
Perpetuity or Limited Lifespan: How Do Family Foundations Decide?

This study of family foundations in 2008 summarizes key findings regarding how many active family foundations are planning to spend down or exist in perpetuity (or have not yet made a decision), and examines their motivations and decision-making.
Audience: Family Foundation
Topic: Family Philanthropy
Sample Foundation Code of Values
A sample document detailing the core values of the Betty and Davis Fitzgerald Foundation including restrictions on participation on nonprofit/grantee boards.
Audience: All FundersFamily Foundation
Topic: Family PhilanthropyGovernance
Accountability Self-Assessment Tool for Unstaffed Foundations
This tool for unstaffed foundations includes an accountability self-assessment and a legal checklist. It is divided into nine topic sections, each of which is divided into three levels, which can help foundations tailor the tool to meet their specific interests and needs. Also included are an Excel spreadsheet to help tabulate responses, an extensive accountability resource list, and a glossary of key words and concepts used in the tool.
Audience: Family Foundation
Topic: Governance

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