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Are you a family philanthropy consultant? Provide background about your expertise here!

Thank you for taking a few minutes to answer the following questions regarding your important work with donors and families engaged in philanthropic activities. Please note the following:

1) This information is essential to our ability to understand your special skills, expertise, and services and will provide valuable information to the many hundreds of families and individuals that call the National Center each year looking for assistance and support.

2) This form is intended for individual consultants only, and if you are part of a larger firm, all individual consultants within your firm should fill out this questionnaire in order to be considered for future referrals.

3) Finally, 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.

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.

PART I. GENERAL INFORMATION

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* 1. Please provide your contact information.

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* 2. What geographic area(s) do you serve (select all that apply)?

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* 3. How many years experience do you have in working with philanthropic families and individuals of wealth?

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* 4. Are there additional activities you have been involved with that contribute to/enhance your involvement with family philanthropies?

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* 5. Please provide your public bio, if available. Alternatively, email your bio to jason@ncfp.org with the subject heading "Consultant Questionnaire bio for (YOUR NAME)".

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* 6. How do clients most commonly learn of your services? (select all that apply)

PART II. FIELDS OF EXPERTISE. Please indicate where you feel you have particular expertise in the following areas. Please select only those areas that you feel are your personal strengths. We are more likely to refer individuals who self-identify those areas in which they provide the most added value; if you select all choices we will be unable to differentiate where your true expertise and interests lie.

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* 7. FIELDS OF EXPERTISE: GETTING STARTED WITH FAMILY PHILANTHROPY

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* 8. FIELDS OF EXPERTISE: BUILDING CAPACITY AND STRUCTURE

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* 9. FIELDS OF EXPERTISE: BOARD AND FAMILY DYNAMICS

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* 10. FIELDS OF EXPERTISE: MANAGING TRANSITIONS

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* 11. FIELDS OF EXPERTISE: GIVING STRATEGIES

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* 12. PROGRAM EXPERTISE: Please list specific issues areas where you have significant program expertise (i.e., early childhood education, climate change, etc.).

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* 13. OPTIONAL: Describe the results of one consulting engagement that you are most proud or that you feel best demonstrates the value-added that you bring to clients.

PART III. LIST OF REFERENCE CONTACTS

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* 14. LIST OF REFERRAL CONTACTS: Please provide (up to) three families/foundations/giving programs who would be willing to discuss in further detail the nature of the work and services provided by you. If available, please email your resume or any other information that you feel is relevant concerning the work of your firm to jason@ncfp.org with the subject heading "Consultant Questionnaire additional info for (YOUR NAME)".

PART IV. YOUR EXPERIENCES IN THE FIELD: Please tell us a bit more about your experiences and expertise in the field, including ways in which you may wish to work with the National Center. If needed, send additional materials to jason@ncfp.org.

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* 15. Are there any common lessons you have learned in your experience with family philanthropies?

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* 16. Are there additional issues/services in the field of family philanthropy that you feel warrant increased attention or resources?

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* 17. Can your services be referred to family philanthropies by the National Center? Are there circumstances where you would prefer not be referred?

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* 18. Would you consider assisting the National Center in one or more of the following ways (select all that apply)?

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* 19. If you are able to contribute your talents to the work of the National Center, are there any particular topics you would be interested in?

If there are any articles, printed reports or other resource materials that you have written, which may contribute to our understanding of your work, please email them tojason@ncfp.org with the subject heading "Printed materials for Consultant Resource Questionnaire."
PART V. FEE SCHEDULE: Please provide some sense of your fees. If you are uncomfortable listing a specific rate, at a minimum provide a range of fees you have charged family foundation clients over the past two years. Again, failure to answer these questions will make it difficult for us to refer your services to families that contact us for referrals.

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* 20. Which of the following best describes your standard fee schedule (provide answers for all that apply)?

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* 21. Explain any extenuating circumstances that may exist in your fee schedules, i.e. different rates for nonprofit organizations, availability of pro bono work, etc.

Thank you very much for taking the time to respond to this short questionnaire. Your answers will help us greatly in providing the many families that contact us for support with access to qualified and interested family philanthropy consultants.

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