Family Foundation Grants: Application Tips and Relationship Building
Discover how family foundations make funding decisions, how to research their priorities, and how to build the personal relationships that are essential for securing family foundation grants.
The Unique World of Family Foundation Giving
Family foundations represent one of the largest and most diverse segments of the philanthropic landscape. There are more than 44,000 family foundations in the United States, and they account for a substantial share of all foundation grantmaking. These foundations are created by individuals, couples, or families who dedicate private wealth to charitable purposes, and they range from small foundations distributing a few thousand dollars annually to multi-billion-dollar institutions like the Bill and Melinda Gates Foundation.
What makes family foundations distinct is the deeply personal nature of their grantmaking. Funding decisions are often made by family members who bring their own values, experiences, and passions to the process. Understanding this personal dimension is essential for any nonprofit seeking family foundation support. For a broader understanding of how foundations fit into the philanthropic ecosystem, see our guide on the grant landscape, ethics, and foundations.
How Family Foundations Make Funding Decisions
Unlike government agencies that rely on structured scoring rubrics or large staffed foundations with professional program officers, many family foundations make funding decisions through informal processes that center on the preferences and interests of family members. Key characteristics include:
- Board composition: The board of directors typically consists entirely or primarily of family members, often spanning multiple generations. Decision-making reflects the collective interests and sometimes the competing priorities of these individuals.
- Limited or no staff: The majority of family foundations have no paid staff at all. A family member, a trusted advisor, or an administrative assistant may manage the application process, correspondence, and reporting.
- Invitation-only or relationship-driven grantmaking: Many family foundations do not accept unsolicited proposals. Grants are made to organizations that family members know personally, have been introduced to through trusted intermediaries, or have observed in the community.
- Values-driven priorities: Family foundation giving often reflects the personal experiences, religious convictions, educational backgrounds, or community connections of the founding family.
Researching Family Foundations Effectively
Because so many family foundations operate without websites, published guidelines, or formal application processes, research requires different tools than those used for government or large private foundations. The most productive research strategies include:
990-PF Analysis
Every family foundation files an IRS Form 990-PF that lists all grants made during the fiscal year. These filings, available through ProPublica's Nonprofit Explorer and Candid's 990 Finder, reveal exactly which organizations the foundation supports, in what amounts, and for what purposes. Analyzing two to three years of 990s reveals consistent patterns and emerging interests.
Network Mapping
Identify the family members who serve on the board and research their professional backgrounds, community involvement, and other philanthropic activities. Board members who serve on your local hospital board, sit on a university advisory committee, or chair a United Way campaign signal the family's areas of interest and potential connection points.
Peer Organization Research
If a family foundation funds organizations similar to yours, that is a strong indicator of fit. Contact those organizations to learn about their relationship with the funder and whether an introduction might be possible.
For comprehensive funder research techniques, including how to build a prospecting pipeline and use keyword triangulation, see our detailed guide on strategic grant research and prospecting methods.
Building Relationships with Family Foundations
Relationships are the currency of family foundation grantmaking. Cold applications to family foundations, when they are even accepted, rarely succeed. The most effective approach involves patient, genuine relationship building:
- Seek introductions through mutual connections. A board member, donor, or community leader who knows both your organization and the family can provide an invaluable warm introduction.
- Invite family members to see your work firsthand. A site visit or program observation is often more persuasive than any written proposal. Family foundation donors want to feel connected to the work they fund.
- Start with a small ask. If a family foundation has never funded your organization, a modest initial request allows the relationship to develop without requiring a major commitment. Success with a small grant often opens the door to larger investments.
- Communicate authentically. Family foundation donors respond to genuine passion, honest assessments of challenges, and transparent reporting. Overly polished corporate language can feel impersonal and create distance rather than connection.
Writing Proposals for Family Foundations
When a family foundation does accept written proposals, the most effective submissions share several qualities:
- Keep it personal and concise. Family foundation proposals rarely need to exceed three to five pages. Write as though you are speaking directly to someone who cares about the same issues you do.
- Tell compelling stories. Family donors respond to narratives about real people whose lives have changed because of your work. Include specific examples alongside your data.
- Connect to the family's values. Demonstrate that you have done your homework by explicitly linking your work to the philanthropic interests and values that the family has expressed through their past giving.
- Be transparent about challenges. Family foundation donors often have more tolerance for risk and experimentation than institutional funders. Honest discussion of obstacles and lessons learned builds credibility.
For strategies on crafting narratives that connect with reviewers on a personal level, our guide on grant narrative strategy and reviewer psychology provides techniques that are especially relevant for family foundation proposals.
Stewardship and Long-Term Partnership
Family foundation relationships deepen over time when you treat funders as genuine partners rather than ATMs. Send handwritten thank-you notes, share updates between formal reporting periods, acknowledge the family's contribution publicly when appropriate, and be forthcoming about how their investment has influenced your organization's direction. The strongest family foundation partnerships span decades and often evolve as both the nonprofit and the family's philanthropic interests mature.
Want to develop a complete toolkit for approaching every type of funder? The Complete Grant Architect course walks you through research, relationship building, proposal writing, and post-award management for foundations, corporations, and government agencies.
Learn more about grant writing strategies at Subthesis.
Learn more about grant writing strategies at Subthesis.