Family Values, Family Philanthropy
How families inspire and shape values—particularly the value of giving— and how those are passed from one generation to another, are critical elements in ensuring a healthy charitable future. Read More
Trends in Family Philanthropy: Examining the Present, Planning for the Future
What does 21st century family philanthropy look like? How are families participating in philanthropy, and how is the balance between family interests and passions and community needs being managed? How are decisions in family giving programs typically made, and who is charged with making those decisions? Read More
10 General Guidelines for Greater Foundation Transparency
December 15, 2014 | Rick Cohen
Given the immense diversity of foundations, it is a challenge to talk about any aspect of foundation behavior that goes beyond the minimum required in law and public policy to reach prescriptions for the behavior of foundations across the board. Read More
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
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
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
What is mission investing and is it different from impact investing?
October 17, 2014 | Mission Investors Exchange
Mission investments are made by foundations and other mission-based organizations to further their philanthropic goals. Mission investments (like impact investments) are intended and designed to generate both a measurable social or environmental benefit and a financial return. Read More
Mission Related Investments Policy (Mary Reynolds Babcock Foundation)
October 16, 2014 | Mary Reynolds Babcock Foundation
The field of mission investing is changing rapidly, and the Foundation is in the process of learning and implementing criteria for investments that are consistent with our purpose and values. Our Investment Committee considers options for market-rate Mission-Related Investments (MRIs) when it reviews asset allocation and conducts new manager searches. MRIs are expected to achieve competitive financial returns and meet Read More
How Can I Help My Board Members Understand the Long- Term Nature of Impact Investing?
October 9, 2014 | Tomer Inbar, Tony Wells
Tomer Inbar: To start with a short anecdote, a client of mine and I were talking about their first program-related investment (PRI) that was going to go under. Although they had a successful program-related investment portfolio, she had to go to the investment committee where her PRIs were managed and tell them that they believed that this company was going Read More
Mission Statement and Guiding Principles: Ten Commandments of the Bernstein Family Foundation
October 8, 2014 | Bernstein Family Foundation
The Bernstein Family Foundation is committed to investing in people and ideas to strengthen and celebrate the greater Washington, DC, community. This document describes their full mission as well as the "Ten Commandments" that they use as guiding principles for their grantmaking. Read More
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