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Submit Your Confidential Request for a Qualified Family Philanthropy Consultant

Thank you for contacting the National Center for Family Philanthropy regarding your interest in identifying a consultant for your philanthropy. Please fill out the following confidential questionnaire; your answers will help us identify appropriate consultant candidates for your family. Following receipt of your questionnaire, a member of NCFP’s staff will contact you regarding your request.

Please note that the National Center is not responsible for the actions or recommendations of the consultants it refers, and that we receive no direct compensation or payment for this referral. We strongly recommend that you interview each candidate that we refer individually to ensure that they are a proper fit for your needs. If you have any questions about this form, please feel free to contact Jason Born at 202.293.3424 or jason@ncfp.org.

Question Title

* 1. Please provide your contact information.

Name:

Title

Organization/Foundation

Address

City/Town:

State:

ZIP:

Email Address:

Phone Number:

Question Title

* 2. Please indicate whether you are looking for someone to work with you on an ongoing basis, or for one or several discreet tasks.

Ongoing basis

One discreet task

Several discreet tasks

Additional comments:

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* 3. Who do you expect will serve as the primary contact for the consultant's engagement with the foundation?

CEO or Executive Director

Program staff

Board chair

Board committee

Other (please specify)

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* 4. How many board and staff members do you currently have?

Board

Staff

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* 5. Which of the following types of activities do you expect the consultant to assist with and/or is your family currently dealing with? (select all that apply). Please review this list carefully, as your answers will help us determine who best to recommend.

GETTING STARTED WITH FAMILY PHILANTHROPY

Thinking about our options for family philanthropy

Helping develop a mission statement and guidelines

Creating a vision and/or values statement

Determining trustee roles and responsibilities (including writing a job description)

BUILDING CAPACITY AND STRUCTURE

Selecting staff (including writing job descriptions)

Developing an investment policy

Developing and/or conducting a program evaluation

Managing the grantmaking process (responding to requests, cutting checks, conducting site visits, etc.)

BOARD AND FAMILY DYNAMICS

Conducting an assessment of the board

Creating board policies: discretionary grants, conflict of interest, etc.

Managing board/staff relations

Working with the board around family dynamics issues

Family disagreements related to the philanthropy

Geographic dispersion (family becoming spread out geographically)

Lack of interest among family members or individual branches of the family

Many interested family members for limited board positions

Adding non-family board members

MANAGING TRANSITIONS

Facilitating a board retreat (or series of board retreats)

Preparing for a transfer of leadership

Preparing for or managing an increase in assets

Managing a decrease in assets

Death of the founder(s)

Divorce or splitting of the foundation

GIVING STRATEGIES

Developing a new philanthropic initiative or program (please specify below)

Mission-related or impact investing

Program Related Investments

Conducting a public policy campaign

Developing a communications plan or outreach strategy

Other (please specify)

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* 6. Are you looking for any of the following particular characteristics in your choice of consultant (select all that apply)?

Male

Female

Legal Expertise

Accounting Expertise

Family Counseling Expertise

Nearby to us so that we don’t have to pay travel expenses

Someone who has been a board or staff member of a family philanthropy

Other (please specify)

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* 7. Has your board or family worked with a philanthropic consultant(s) previously? If so, what was their overall experience and did you learn anything that could inform this engagement? Also, if you are willing to share, who was the consultant(s) that they worked with?

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* 8. What fee schedule do you prefer (or are restricted to)?

Hourly

Daily

Project basis

Retainer basis

Not sure

Other (please specify)

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* 9. Are you familiar with the National Center's Pursuit of Excellence board self-assessment tool?

Yes

If not, would you be interested in learning more about this tool as an option for your board and staff?

Question Title

* 1. Please provide your contact information.

Question Title

* 2. Please indicate whether you are looking for someone to work with you on an ongoing basis, or for one or several discreet tasks.

Question Title

* 3. Who do you expect will serve as the primary contact for the consultant's engagement with the foundation?

Question Title

* 4. How many board and staff members do you currently have?

Question Title

* 5. Which of the following types of activities do you expect the consultant to assist with and/or is your family currently dealing with? (select all that apply). Please review this list carefully, as your answers will help us determine who best to recommend.

Question Title

* 6. Are you looking for any of the following particular characteristics in your choice of consultant (select all that apply)?

Question Title

* 7. Has your board or family worked with a philanthropic consultant(s) previously? If so, what was their overall experience and did you learn anything that could inform this engagement? Also, if you are willing to share, who was the consultant(s) that they worked with?

Question Title

* 8. What fee schedule do you prefer (or are restricted to)?

Question Title

* 9. Are you familiar with the National Center's Pursuit of Excellence board self-assessment tool?

Question Title

* 10. What else can you tell us that will help us match you with an individual or consulting team most appropriate to your circumstances?