Contenu connexe Similaire à Top 10 Ways to Position Your Community Foundation to Serve Philanthropic Families (20) Plus de Tony Macklin (12) Top 10 Ways to Position Your Community Foundation to Serve Philanthropic Families1. May 12, 2017
Featuring:
Tony Macklin
Marie Stevens
Neil Sumilas
@familygiving
@CalgFoundation
#Belong2017 Copyright © 2017. A portion of this material is excerpted from NCFP publications and research
reports. These slides should not be copied or distributed without prior permission of NCFP.
Top 10 Ways to Position Your
Community Foundation to
Serve Philanthropic Families
3. The Case for Family Philanthropy Services
Successor generations influence your CF’s destiny
✓What % of your assets are DAFs?
✓What % of DAFs have successors named?
✓How prepared are successors to be effective, engaged
donors and community leaders?
Copyright © 2017 National Center for Family Philanthropy 3
Starting when they’re adults is way too late
4. Your Opportunity
Generous families want help with:
✓ Defining and passing on values and traditions
✓ Preparing heirs for responsible use of resources
✓ Defining parameters for meaningful, effective giving,
volunteering, social investing
Copyright © 2017 National Center for Family Philanthropy 4
Their professional advisors aren’t helping much, yet…
5. Your Opportunity
Private foundations want help with:
✓ Succession planning
✓ Managing family & board dynamics
✓ Preparing rising generations for leadership
✓ Geographic dispersion and anonymity
Copyright © 2017 National Center for Family Philanthropy 5
Families aren’t often equipped for this
6. Calgary Foundation
Copyright © 2017 National Center for Family Philanthropy 6
• Established 1955
• $916 million in total assets FYE Mar. 31/17
• 6 FTE Donor Engagement/Stewardship Staff, 2 Admin
• 1234 Funds:
• 539 Donor Advised (incl. F/T & Student Awards) (44%)
• 286 Donor Designated (incl. Student Awards) (23%)
• 157 Charitable Agency (13%)
• 134 Field of Interest (11%)
• 118 Unrestricted (10%)
8. Top 10
Ensure you have your core donor
stewardship activities humming along
smoothly and that you’ve successfully
tested some intermediate donor services.
Copyright © 2017 National Center for Family Philanthropy 8
1.
9. Philanthropic services handout
Family
Philanthropy
Services
Donor Services
Stewardship
Copyright © 2017 National Center for Family Philanthropy 9
Multi-gen giving, learning, volunteering
Facilitating family meetings & problem-solving
Governance & succession plans, next gen prep
Donor-led community initiatives
Educational materials and programs
Youth philanthropy/grantmaking
Grantmaking, evaluation, research services
Gift, grant, fund statement records & processes
Thanking and stewarding donors
Communications about impact
10. Top 10
Be clear about your primary goals for
adding family philanthropy services.
✓ Internal case statement and hypotheses
✓ Upfront investment in capacity for longer-
term ROI
Copyright © 2017 National Center for Family Philanthropy 10
2.
11. How Calgary Foundation’s FP Journey Began
Vision: The Calgary Foundation exists to nurture a healthy, vibrant, giving and caring
community that values diversity and supports all people, a community where
citizens are engaged, and where a strong and sustainable charitable sector
serves the current and emerging needs of the community.
Copyright © 2017 National Center for Family Philanthropy 11
2012
Almost 60!
2013
Rapid
growth
2014
Family
philanthropy
strategy &
investment
2016
Deliberate
family
engagement
12. Top 10
Copyright © 2017 National Center for Family Philanthropy 12
Alignment around metrics for progress and
success.3.
Foundation
benefits
Donor family
benefits
Community
benefits
13. Top 10
Create a clear pricing structure and
business model – based on market
demand and defined market segments.
Copyright © 2017 National Center for Family Philanthropy 13
4.
Fund fees
cover
expenses
Pricing per
product or
service
Subscription
14. Calgary Foundation Business Model
Cost recovery from Funds covers expenses
➢No additional fees for family philanthropy
➢Tiered downward based on Fund’s market value – from
1.25% to 0.80%
Allocate resources based on complexity of family’s
needs vs. size of Fund
Copyright © 2017 National Center for Family Philanthropy 14
15. Top 10
Develop an internal culture of
discernment and advising.
Copyright © 2017 National Center for Family Philanthropy 15
5.
16. 4 Styles
Fundraising
Asking &
selling
Gift Planning
Technical
expertise,
tools
Consultation
Guided
questioning
Discernment
Coaching for
self-discovery
Copyright © 2017 National Center for Family Philanthropy 16
17. Calgary Foundation – New Approach, New Possibilities
Copyright © 2017 National Center for Family Philanthropy 17
Fund Development
Donor Granting
$ in, $ out
Donor Engagement
Donor Stewardship
Aligned strategies and
objectives
Relationship
Management
Cultivating skills,
tools, trust and
understanding
Values transfer
Family’s
Philanthropic
Partner
“Coach Marie”
18. Top 10
Create an intake and on-boarding process
that involves the broader family.
(Set expectations early)
Copyright © 2017 National Center for Family Philanthropy 18
6.
19. Starting the FP Process at Calgary Foundation
➢ Begin the conversation at Fund creation
➢ Embed family succession in DA Fund Agreement
➢ Introduce family philanthropy guide and tools
➢ As Fund becomes active, invite family
conversation
➢ Set expectations for ongoing engagement
Copyright © 2017 National Center for Family Philanthropy 19
20. Top 10
Develop quick access to trusted partners
with related expertise.
✓ Mediation and conflict resolution
✓ Business valuation and transfer
✓ Family therapy, addictions treatment
✓ Independent trustees
✓ Program consultants
Copyright © 2017 National Center for Family Philanthropy 20
7.
21. Top 10
Start with a few early wins, adapted from
peers, that you can confidently deliver.
✓ Outside speakers
✓ Customized grantmaking and evaluation
✓ Family site visits
✓ Philanthropy plans
Copyright © 2017 National Center for Family Philanthropy 21
8.
22. Evolving Offerings at Calgary Foundation
Copyright © 2017 National Center for Family Philanthropy 22
Gift & Estate Planning
Family Conversations & Site Visits
Guide & Workbook
Knowledge & Research
FP Web Page
23. Top 10
Develop deeper staff skills and knowledge.
✓ Generational styles, communications
✓ Family systems theory
✓ Facilitation and coaching
✓ 21/64 or Chartered Advisor in Philanthropy
Copyright © 2017 National Center for Family Philanthropy 23
9.
24. Developing Skillsets at Calgary Foundation
▪ NCFP – Our “Go To”
➢ Webinars, website, staff
▪ TPI – The Philanthropy Initiative
➢ Giving Together: A Primer for Family Philanthropy (online)
➢ Giving Together: A Workbook for Family Philanthropy
▪ Literature, e.g.
➢ Generous Genes: Raising Caring Kids in a Digital Age –
Susan Crites
➢ Wealth in Families: 2nd ed. – Charles W. Collier
▪ CF Peers
▪ Facilitation Skills – next step
24
Work in Progress!
“Learning” by Anne Davis 773 is licensed under CC BY-NC 2.0
25. Top 10
If there’s demand later, develop ability to
help families tackle deeper challenges:
✓ Family meeting facilitation
✓ Governance and decision-making
✓ Succession and power dynamics
✓ Scenario planning, achieving durable
consensus
Copyright © 2017 National Center for Family Philanthropy 25
10.
27. Is It Worth It?
Engaging families will help to keep the work of our community
foundation alive, relevant, and supporting our mission of
building a strong and healthy community - forever.
27"Family" by Isaac Vakero Konor is licensed under CC BY 3.0
30. For NCFP subscribers
Copyright © 2017 National Center for Family Philanthropy 30
@familygiving #NCFPCF
2017 National Forum on
Family Philanthropy
Oct. 18-20, 2017
Washington, DC
Community foundation session, 2015 Forum
31. 2017 programs for subscribing community foundations
2nd Tuesdays at 2pm Topical Calls
May 25 webinar – Serving families who use multiple
philanthropic tools and strategies
Aug 24 webinar – Community foundation business models
for family philanthropy
Oct 17-18 in-person workshop, Washington DC
Copyright © 2017 National Center for Family Philanthropy 31
@familygiving #NCFPCF
32. 2017 content for subscribing community foundations
For CF Staff
Lincoln family case study –
working with advisors
Dobbs case study – working with
next gen
Profiles of CF family philanthropy
business & service models
Dropbox of peer materials
For Your Donors
NCFP Knowledge Center
4 Issue Briefs – engaging the
next gen, family governance,
family dynamics, and family
transitions
Copyright © 2017 National Center for Family Philanthropy 32
@familygiving #NCFPCF
33. Family Philanthropy Readiness Self-Assessment
Assess mission fit, market
opportunity, capacity, and
perceived business model and
success measures
Copyright © 2017 National Center for Family Philanthropy 33
@familygiving #NCFPCF
34. Family Philanthropy Playbook
Plan, develop, and implement
family philanthropy services
Interactive Modules
1. Planning ahead, building the case
2. Defining market and position in it
3. Value proposition
4. Channels and partners
5. Key resources needed
6. Cost structure
7. Impact measures
Copyright © 2017 National Center for Family Philanthropy 34
@familygiving #NCFPCF
36. Thank you!
36
National Center for Family Philanthropy
1667 K Street NW Suite 550
Washington, DC 20036
202.293.3424 // ncfp.org
@familygiving
Inspiring Generations of Giving.