P1253037248FgEZp

1
Excellence in Family Philanthropy
Initiative Family Relationships Survey Results
May 22 23, 2006 San Francisco, CA
2

• Family Philanthropy Services

3
What services to you currently offer to families?
Q2

• 15 Respondents
• Philanthropy planning 14
• Family site visits 13
• Next generation education, etc. 11
• Retreats/facilitation 8
• Succession planning 6
• Wealth and families 5
• Governance 5

4
Which services are most requested?
Q3

• In order of frequency
• Philanthropy planning
• Next generation education, etc.
• Succession planning
• Family site visits

5

• Family Philanthropy Materials

6
What materials have you created to share with
families?
Q5

• 10 Respondents
• Philanthropy planning 8
• Next generation 3
• Retreats/facilitation 1

7
What other materials do you share with families?
Q8

• Inspired Philanthropy Tracy Gary
• Wealth in Families Charles Collier
• Giving Together TPI
• The Giving Family Susan Crites Price
• The Giving Book Ellen Sabin
• Oregon Nonprofit Corporation Handbook
• COF materials
• NCFP materials
• More Than Money materials

8

• Skills and Training

9
What training do you offer your staff?
Q9

• 9 Respondents
• Developing a family philanthropy plan 6
• Family systems 3
• How to run family meetings and retreats 1
• Other
• Facilitative leadership 1
• Family systems 1

10
How do you train your staff?
Q10

• 10 Respondents
• On the job (apprenticeship) 7
• External workshops, seminars, etc. 4
• Trial-by-fire 4
• Internal workshops, seminars, etc. 3
• Other
• Lots of reading 1

11
What materials do you use to train staff?
Q11

• Inspired Philanthropy Tracy Gary
• Community foundation case studies
• Internal resource library
• NCFPs Passages series
• Mission statements, guidelines, etc. that that
  been created with other families

12
What are your strongest skills?
Q13

• In order of frequency
• Working with donors
• Facilitation between families and program staff
• Helping families move along the curve
• Creating a family philanthropy plan
• Working with the next generation
• Family facilitation

13
In what areas would you most like training?
Q15

• In order of frequency
• Developing a family philanthropy play
• Running family meetings and retreats
• Facilitation
• Conflict management
• Family systems
• Other
• Training program staff to work with families

14

• Major Family Issues

15
What are your greatest family dynamics challenges?
Q17

• In order of frequency
• Keeping the process moving forward
• Working with families with no common interests
• Working with controlling donor generation
• Unequal participation
• Helping families reach decisions
• Finding agreement ACROSS generations
• Overcoming conflict
• Uncovering personal philanthropic goals
• Finding areas of agreement WITHIN generations

16
What are your greatest family engagement
challenges?
Q19

• In order of frequency
• Keeping families responsive and engaged
• Helping families become more sophisticated in
  their giving
• Getting families to follow through
• Engaging children of different ages, etc.
• Engaging the next generation
• Working with geographically dispersed families

17
What are your greatest management challenges?
Q21

• In order of frequency
• Finding staff capacity and systems
• Training staff beginning and ongoing
• Over-demanding families
• Engaging program staff
• Other
• Empowering younger staff members
• Preventing staff burn-out