fpn2017 philanthropic families and community foundations - slidedeck rev

February 2, 2017

Florida Philanthropic

Network 2017 Summit

Copyright © 2017. A portion of this material is excerpted from NCFP publications and research

reports. These slides should not be copied or distributed without prior permission of NCFP.

How Philanthropic Families

and Community Foundations

Successfully Partner

The Team

Neil Gobioff

President

Gobioff Foundation

Christine Koehn

Executive Director

The Celia Lipton Farris and

Victor W. Farris Foundation

Marlene Spalten

President & CEO

Community Foundation of

Tampa Bay

Tony Macklin

Program Manager

National Center for Family

Philanthropy

Copyright © 2016 National Center for Family Philanthropy 2

@familygiving #NCFPCF

Reasons Families Partner With CFs



Strategy Reasons

Local insights and sharing knowledge

Peer learning groups

Developing and leveraging partnerships

Community problem-solving

Wider toolbox of grant, scholarship, impact options

Endowing goal or charity important to family

(sometimes legacy or capstone gift)Copyright © 2017 National Center for Family Philanthropy 4


Family Support Reasons

Anonymity

Discretionary grantmaking for family members

Grants outside of core geography or goals

Philanthropic services

– Training and involving the rising generations

– Helping family define vision, mission, goals, strategies

– Facilitate family meetings



Practical Reasons

CF as back office

Meet 5% payout

Facilitate giving by non-family board members

Tax advantages for gifting certain assets

Termination



Trends & Tips

An era of “both-and”

– ~30% family foundations working with CFs

– Work with other DAFs, impact investing, advocacy orgs

CFs have differing business models, capacities, goals

– Endowment building

– Community problem-solving

– Community projects and nonprofit capacity

– Philanthropic servicesCopyright © 2017 National Center for Family Philanthropy 7


Stories




• Incorporated in Florida in 1986

• Current assets of more than $86 million

• Guided by 6 family members, including

5 Trustees and an Officer

• Significant infusion of assets in 2011

• Committed more than $22 million in

grants, beginning 2012



• Strategic grantmaking strategy

launched in 2013

– Focus areas include Education, Health

and Well-being, and Arts and Culture

• Funding also for Discretionary and

Disaster Response/Recovery grants


• Founded in 2007 by Howard Gobioff

before he passed away in March 2008

• First year of grantmaking was 2009

• Foundation is only Neil and wife Gianna

• Children, ages 7 and 11, give a grant

each year

• Average grant size ~$5,000

• Total assets of less than $5m

@GobioffFound


• Our mission is to support human rights

organizations and the Tampa, FL arts

community.

• Recently launched Treasure Tampa (T²)

– A Creative Placemaking Opportunity

@GobioffFound


• Mission: building a better community through

creative philanthropy, vision and leadership

• Founded in 1990

• Granted almost $200 million since inception

• Five Tampa Bay area counties: Hillsborough,

Pinellas, Pasco, Hernando, Citrus

• Total assets almost $200 million


@CFTampaBay


• Leading two collective impact initiatives

• Supporting a number of other grants

projects

• Broad base of donors

• Can facilitate grant making collaboratives

• Can build awareness for community issues

and opportunities


@CFTampaBay


Dialogue and Audience Questions

Neil Gobioff

Gobioff Foundation

Christine Koehn

The Celia Lipton Farris and

Victor W. Farris Foundation

Marlene Spalten

Community Foundation of

Tampa Bay

Tony Macklin

National Center for Family

Philanthropy



Resources

How Do Family Foundations Partner With Community

Foundations? – NCFP

Trends in Family Philanthropy – NCFP

Search for Synergy – TPI

2016 Study of High Net Worth Philanthropy – US Trust


fpn2017 philanthropic families and community foundations - slidedeck rev

Documents