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Nominate a Consultant for NCFP's Family Philanthropy Consultant Network!

Thank you for contacting the National Center for Family Philanthropy with your suggestions for qualified family philanthropy consultants. Please fill out the following confidential referral form; your answers will help us identify appropriate consultant candidates for your colleagues in the field. Following receipt of your referral form, a member of the National Center’s staff will follow-up with the consultant you have referred and invite them to submit additional information regarding their services and expertise.

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 families interview each candidate that we refer individually to ensure that they are a proper fit for their needs. If you have any questions about this form, please feel free to contact Jason Born, Senior Program Director at the National Center 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:

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* 2. Please provide the name and contact information for the first consultant you would like to refer to the National Center.

Name of Consultant

Company/Organization:

City/Town:

State:

Email Address:

Phone Number:

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* 3. Please indicate which of the following types of activities this consultant assisted you with.

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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* 4. What else can you tell us about this consultant that will help us understand the value of his/her services to your family's philanthropy?

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* 5. Would you recommend this consultant to other families seeking outside consulting expertise?

Yes

Depends on circumstances (please specify):

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* 6. Would you like for us to mention your name when we contact this individual consultant to let them know that they have been nominated to participate in the National Center's Family Philanthropy Consultant Network?

Yes

Additional comments:

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* 7. Do you have another consultant that you would like to nominate for inclusion in the National Center's Family Philanthropy Consultant Network?

Yes