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As high-net-worth investors discuss plans for charitable giving and investing with their financial advisors, it is absolutely crucial for them to be on the same page in terms of the outcomes desired, both financially and philanthropically. For this reason, advisors and their clients need a set vocabulary of terms going into the first meeting. Only ...

As startup companies in the cloud, internet, and technology industry grow, they must balance resources between innovating products and services and building their businesses. The BPM Business Ownership Transition sat down with the San Francisco Business Times to discuss the nuts and bolts of value creation for startups. Listen in for more about the...

Successful strategic growth planning occurs when a company identifies opportunities for growth and then focuses its organization to be efficient and effective in the pursuit of those opportunities. Having proper preparation and governance is key to reach and sustain that success. This e-book will help jump start a company’s move towards that journe...

Across the world, philanthropy is undergoing a transformation that offers both exciting opportunities and complex challenges. With so much in flux, emerging donors and established funders are seeking new models not only for funding strategies and impact measures, but also for organizational design and management systems that will serve them well in...

This issue brief examines the kinds of decisions that family foundations often face and sets out practical, easy-to-apply guidelines for ensuring that the foundation’s decision-making methods vary appropriately, as conditions and circumstances change. It includes factors to consider when selecting a decision-making method, guidance on how to commun...

Just as government and businesses require sound governance to do their work well, so too do families—and their philanthropy. The Family Governance Pyramid provides a model and framework for philanthropic families that is even more relevant and necessary today than when it was first introduced nearly two decades ago. This article by the National Cen...

Governance is the framework that helps you establish decision-making principles, policies, and practices. Understand the process and value of building a strong governance structure. This primer is the third in a series of seven about the Family Giving Lifecycle by the National Center for Family Philanthropy, comprising of seven inflection p...

Effective philanthropy is a process of continual learning. An assessment plan will help you define and measure the progress of your partners, your strategy, and the governance and operations of your social impact vehicles. Find out how to create a robust learning agenda and assessment plan. This primer is the fifth in a series of seve...

What is the consequence of your philanthropy and who will steward future efforts? Legacy requires creating and implementing plans for donor intent, lifespan, continuity, and succession. Explore how to define and build your legacy and prepare for transitions. This primer is the seventh in a series of seven about the Family Giving Lifecycle b...

The notion of how to build trust in business is changing—fundamentally and rapidly. Due to powerful demographic shifts, most of today’s customers and employees hail from generations—the millennials and gen Z—whose values differ from those of baby boomers. At a basic level, the formula for building trust is expanding. When it comes to the new measur...

With the rise of the Tax Strategist, a trend is taking shape past the normal tax planning: Tax leaders who use a strategic approach are becoming key contributors to driving positive business performance. To uncover what’s behind this trend, tax executives were surveyed about their involvement in overall decision-making, as well as their top priorit...

In philanthropy, meaningful change is the aim—it’s the purpose and the promise. But in striving for and achieving impact, effectiveness must go beyond healthy funding practices with grantees and the greater communities we serve. It must touch on intra-family dynamics, family philanthropy staff, and speak to the varied stages within the family fivin...

While every philanthropic journey is unique, there are points at which all families must make decisions. This series of seven short videos offers a comprehensive introduction and refresher to critical concepts to consider at each stage of your family philanthropy—from philanthropic purpose and selecting giving vehicles, to operations, successi...

People are critical to a family office’s long-term success. However, recruiting top talent continues to be a great challenge when there’s a shortage of top talent in a tight labor market. Compounding the problem, many family offices lack robust training and development plans to prepare next-generation family members and existing employees to step i...

While there are good resources to help family foundation boards identify common and effective practices in each area of governance-related questions, this guide by the National Center for Family Philanthropy focuses less on the outcomes and more on ensuring that all of the issues are considered for building the board your foundation deserves. Used ...