The document discusses top 10 ways for community foundations to position themselves to serve philanthropic families. It provides examples from the Calgary Foundation of how they developed family philanthropy services, including establishing goals and metrics, creating an intake process, developing staff skills, and starting with some initial offerings before expanding over time. The Calgary Foundation experienced early wins by providing educational materials, customized grantmaking, and family site visits.

1. 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

2. Context
Copyright © 2017 National Center for Family Philanthropy 2

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
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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
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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%)

7. Copyright © 2017 National Center for Family Philanthropy 7

8. Top 10
Ensure you have your core donor
stewardship activities humming along
smoothly and that you’ve successfully
tested some intermediate donor services.
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1.

9. Philanthropic services handout
Family
Philanthropy
Services
Donor Services
Stewardship
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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
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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.
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2012
Almost 60!
2013
Rapid
growth
2014
Family
philanthropy
strategy &
investment
2016
Deliberate
family
engagement

12. Top 10
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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.
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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
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15. Top 10
Develop an internal culture of
discernment and advising.
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5.

16. 4 Styles
Fundraising
Asking &
selling
Gift Planning
Technical
expertise,
tools
Consultation
Guided
questioning
Discernment
Coaching for
self-discovery
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17. Calgary Foundation – New Approach, New Possibilities
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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)
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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
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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
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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
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8.

22. Evolving Offerings at Calgary Foundation
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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
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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
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10.

26. Lessons Learned
Be
Prepared
Be
Deliberate
Be
Strategic
Be
Flexible
Be
Realistic
Be Patient
26

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

28. Dialogue and Q&A
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29. NCFP Community Foundations
Family Philanthropy Network
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30. For NCFP subscribers
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@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
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@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
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@familygiving #NCFPCF

33. Family Philanthropy Readiness Self-Assessment
Assess mission fit, market
opportunity, capacity, and
perceived business model and
success measures
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@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
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@familygiving #NCFPCF

35. Your Next Steps?
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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.