The document discusses how philanthropic families and community foundations successfully partner. It provides reasons why families partner with community foundations, including for local insights, peer learning, community problem-solving, and fulfilling payout requirements. It also shares stories from the Gobioff Foundation, Celia Lipton Farris and Victor W. Farris Foundation, and Community Foundation of Tampa Bay on their partnerships. The summit aimed to provide strategies and tips for how families and foundations can collaborate effectively.

1. 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

2. 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

3. @familygiving #NCFPCF
Reasons Families Partner With CFs
Copyright © 2017 National Center for Family Philanthropy 3

4. @familygiving #NCFPCF
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

5. @familygiving #NCFPCF
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
Copyright © 2017 National Center for Family Philanthropy 5

6. @familygiving #NCFPCF
Practical Reasons
CF as back office
Meet 5% payout
Facilitate giving by non-family board members
Tax advantages for gifting certain assets
Termination
Copyright © 2017 National Center for Family Philanthropy 6

7. @familygiving #NCFPCF
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 services
Copyright © 2017 National Center for Family Philanthropy 7

8. @familygiving #NCFPCF
Stories
Copyright © 2017 National Center for Family Philanthropy 8

9. @familygiving #NCFPCF
Copyright © 2017 National Center for Family Philanthropy 9
• 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

10. @familygiving #NCFPCF
Copyright © 2017 National Center for Family Philanthropy 10
• 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

11. @familygiving #NCFPCF
• 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

12. @familygiving #NCFPCF
• Our mission is to support human rights
organizations and the Tampa, FL arts
community.
• Recently launched Treasure Tampa (T²)
– A Creative Placemaking Opportunity
@GobioffFound

13. @familygiving #NCFPCF
• 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
Copyright © 2017 National Center for Family Philanthropy 13
@CFTampaBay

14. @familygiving #NCFPCF
• 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
Copyright © 2017 National Center for Family Philanthropy 14
@CFTampaBay

15. @familygiving #NCFPCF
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
Copyright © 2016 National Center for Family Philanthropy 15

16. @familygiving #NCFPCF
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
Copyright © 2017 National Center for Family Philanthropy 16