Knowledge Center | Tool

From the Start: Questions for Donors and Family Members

January 9, 2015 | Charles Hamilton
Donors often seek effective ways to involve other family members from the start. Heirs, meanwhile, look for ways to appropriately honor the legacy of the donor(s). There are many questions and issues likely to be considered by both the donor and future generations. (Source: Living the Legacy: The Values of a Family’s Philanthropy Across Generations, NCFP, 2001) Questions for the Read More
Knowledge Center | Impact Story

Igniting the Spark: Foundation for Metrowest

December 11, 2014 | Youth Philanthropy Connect
The Foundation for MetroWest, based in Natick, Massachusetts, has been committed to educating the next generation of community leaders through the Youth in Philanthropy (YIP) program since 1997. In that time, over 900 youth from MetroWest communities have funded nearly $700,000 in grants that support youth. This case study describes their history of youth engagement and programming, and new strategies Read More
Knowledge Center | Sample

Executive director position description

December 8, 2014 | Anonymous
Description The Executive Director is responsible for establishing an efficient and effective infrastructure that enables seamless execution of grantmaking functions and heightens professionalism of the foundation’s operations. Working with the trustees, the Executive Director helps develop imaginative and effective grantmaking strategies and evaluates how to make the most positive impact on the communities served. Core Responsibilities Strategic Leadership of the Read More
Knowledge Center | Sample

Executive director’s annual performance review

December 8, 2014
Planning & Organizing: Demonstrates an understanding of the Foundation’s mission and priorities; establishes effective courses of action to implement the goals and objectives set forth in the strategic plan. Judgement & Decisiveness: Makes well-timed and sound decisions; meets deadlines; solves problems promptly; sets appropriate priorities for tasks. Initiative: Sets high goals/standards of performance for self and others; originates action rather Read More
Knowledge Center | Sample

Advisory board member roles and responsibilities

December 8, 2014
The Sample Family Foundation’s Declaration of Trust designates two groups of participants: (1) “Trustees,” all of whom are currently family members and who vote on grants and issues of governance; and (2) “Advisors” who serve in an advisory capacity without voting power. Advisors are appointed to three-year terms that may be renewed until the Advisor reaches the age of seventy-five Read More
Knowledge Center | Impact Story

Igniting the Spark next gen case study: Foundation for Metrowest

October 31, 2014
Youth Program Name: Youth in Philanthropy Website:  www.foundationformetrowest.org Located in: Natick, Massachusetts Who is Involved: Youth from the MetroWest Boston communities Led and managed by staff from the Foundation for MetroWest Youth Programming History and Scope: The Foundation for MetroWest has been committed to educating the next generation of community leaders through the Youth in Philanthropy (YIP) program since 1997. Read More