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What does the family philanthropy landscape look like? How has it changed across the last decade, and what do those changes mean for the field?
Join National Center for Family Philanthropy to discuss the findings of the Trends in Family Philanthropy 2025 report.
We will explore:
The changes in philanthropic focus for many family philanthropies
How grantmaking practices are evolving, and whether community needs are coming to the fore
How philanthropies are learning about new ideas and approaches
The changes in family dynamics, shifts in how the next generation are being engaged, and the factors that sustain and impede family engagement
Changes in the make-up of boards
What the findings suggest about future trends
Speakers include:
Miki Akimoto, Chief Impact Officer at the National Center for Family Philanthropy (NCFP) and Erin Hogan is a Managing Director and Philanthropic Market Executive for Bank of America’ Philanthropic Solutions
There will be time at the end of the session for Q&A.
About the Trends report
The Trends survey captures and tracks leading trends in the field of family philanthropy. Conducted every five years, this research identifies emerging issues, changes in funding priorities and governance practices, innovative approaches to giving and decision making, and anticipated future giving patterns and practices among US-based philanthropic families nationally. Ultimately, it aims to equip donors with data they can apply to their decision making.
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.
A sample document detailing the core values of the Betty and Davis Fitzgerald Foundation including restrictions on participation on nonprofit/grantee boards.
Native Voices Rising is a joint research and re-granting project of Native Americans in Philanthropy and Common Counsel Foundation. This report focuses on the practices and challenges of community organizing and advocacy, focusing on the need for increased investment in and sustained support for American Indian, Alaska Native and Native Hawaiian communities.
From the Commonfund, these white papers on investment policy statements, spending policy, board governance and risk tolerance, together with their most recent studies of investments at private and community foundations, operating charities and nonprofit healthcare organizations are made available though CNJG's Investment Forum for Foundations and Endowments.
This guide was designed to help the state’s philanthropic community understand their ethical, legal, and fiduciary requirements and obligations.
Community foundations are beginning to deepen and shift how they work, adopting an anchor mission that seeks to fully deploy all resources to build community wealth. Moving into territory relatively uncharted for community foundations, they are taking up impact investing and economic development — some in advanced ways, others with small steps. This report offers an overview of how 30 representative community foundations — including The Seattle Foundation, the Vermont Community Foundation, and the Greater Cincinnati Foundation — are working toward adopting this new anchor mission.
This Democracy Collaborative report was written by Marjorie Kelly, Senior Fellow and Director of Special Projects and Violeta Duncan, Community Development Associate.
Foundations Facilitate Diversity, Equity, and Inclusion: Partnering with Community and Nonprofits, a new report by the OMG Center for Collaborative Learning, confirms that foundations can, in fact, facilitate diversity, equity, and inclusion (DEI) through their grantmaking processes and their partnerships with nonprofits—and identifies eight specific practices for foundations to emulate.
The report takes a deep dive into the work of nine foundations that represent a diverse cross-section of types and sizes, and offers useful lessons about how foundations can better partner with nonprofits to be more effective in their work.
A sample conflict of interest form for independent private foundations.