Questions For Prospective Consultants
Posted on November 4, 2003 by Judith K. Healey
What is your background? How would you work with us? What are the costs? When are you available to work with us?… Read More
National Center for Family Philanthropy
Forming An Adjunct Or Associates Board: Questions To Consider
Posted on October 29, 2003 by National Center for Family Philanthropy
This list of questions is designed to help decide whether or not to form an associate, adjunct, or next generation board… Read More
What California Donors Want: In Their Own Voices (Executive Summary)
Posted on October 21, 2003 by Deanne Stone, Jan McElwee
If I has understood how vibrant the field of philanthropy was and how intellectually stimulating the challenges were, I would've gotten engaged earlier… Read More
What California Donors Want: In Their Own Voices
Posted on October 21, 2003 by Deanne Stone, Jan McElwee
California, the country's most populous state and the world's fifth largest economy, has long been considered a bellwether state for national economic and social trends, and this leadership is nowhere more apparent than in the recent, dramatic growth of family philanthropy… Read More
Successful Succession: Inspiring and Preparing New Generations of Charitable Leaders
Posted on April 4, 2003 by Virginia M. Esposito
This Passages issue paper describes why, when, and how your family foundation’s board can prepare the next generation for charitable service. These practical and proven strategies will be of interest to any family thinking about or going through a succession process… Read More
Qualities of the Good Trustee
Posted on November 4, 2002 by John Nason
In ‘Foundation Trusteeship: Service in the Public Interest,’ John Nason revisited his exploration of the role of philanthropic governance that he began in his 1977 landmark book, ‘Trustees and the Future of Foundations.’ In his second volume, Nason offered a list of the ten qualities of a good trustee, provided here… Read More
Obtaining directors and officers liability insurance
Posted on October 31, 2002 by National Center for Family Philanthropy
Every foundation should consider obtaining insurance coverage for its trustees and officers. This insurance – commonly known as directors and officers or D&O insurance – should cover defense costs as well as any damages, taxes, or fines that must be paid… Read More
Model for foundations with many eligible trustee candidates
Posted on October 30, 2002 by Elaine Perachio
The Harris and Eliza Kempner Fund focuses its grant-making efforts on the greater Galveston, Texas, area. Board and family members reside in locations throughout the country. The Fund has developed an effective model for involving current and future generations of family members in the work of the foundation. … Read More
Foundation investing: Roadblocks and bumps in the road
Posted on October 29, 2002 by Jason Born
Family foundation boards may experience challenging situations while overseeing the investments of the foundation. This sidebar describes several of these circumstances, including family members as paid investment managers; over-management of the endowment; time lags between meetings; and disparity of interests and abilities among family members… Read More
Seven guidelines for handling conflicts constructively
Posted on October 27, 2002 by Deborah Brody Hamilton
This series of suggestions provides guidance around how to identify and manage conflicts in a constructive manner. Suggestions include: ask yourself what it is that you don’t yet know; separate the problem from the person; and develop your ability to look at the conflict from the outside… Read More