Blog | Voices from the Field

Expanding Your Comfort Zone: Managing Risk

September 24, 2015 | John Bare
As I sit here writing about risk, the date at the bottom of my laptop screen – September 11 – is a jarring reminder that risk analysis is both futile and indispensable. It’s futile if we use risk analysis to predict the future. Or come to believe that the act of reflection itself inoculates us against harm. Read More
Blog | Featured Article

Planning for an Influx of Assets

August 26, 2015 | Elaine Gast Fawcett
An influx of assets is a powerful transition point in your family’s philanthropy. With rising resources comes the budding potential to do more of what you’re already doing – or, perhaps, to try something new. Either way, additional resources will often provide your foundation with new options for making a difference according to your foundation’s mission. Read More
Knowledge Center | Sample

Conflict of Interest and Self-Dealing Policy

August 20, 2015 | Anonymous
_________ Foundation Policies and Procedures Conflict of Interest and Self-Dealing Purpose This policy provides guidance on dealing with two common issues faced by the Foundation’s Trustees and staff: self-dealing (issues involving financial gains) and conflicts of interest (issues involving personal motivations and loyalties). It protects the Foundation’s tax-exempt status and reputation and protects the Trustees and staff from IRS penalties Read More
Knowledge Center | Sample

Program Grants and Committees policies and procedures

August 20, 2015 | Anonymous
__________ Foundation Policies and ProceduresProgram Grants and Committees BackgroundThe original policies and procedures (articles 1 – 18) for program grants and committees were approved individually by each program committee (i.e., the Community Development, Environment, and Youth Violence Prevention program committees) prior to their presentation to Trustees at the November 2000 meeting. It was noted at that meeting that each committee Read More
Knowledge Center | Sample

Conflict of Interest Policy Template

This Policy is to protect the interests of The ______ Foundation by: (i) preventing the personal interest of Members, Directors, Officers, Employees or Independent Contractors from interfering with the performance of their duties to the Foundation and (ii) avoiding any inappropriate personal financial, professional or political gain on the part of such persons at the expense of the Foundation. Read More
Knowledge Center | Sample

Andrus youth service program application

July 27, 2015 | Andrus Family Fund
A sample application from a family foundation inviting next gen family members who are interested in participating in the family’s formal philanthropy program to share what excites and inspires them to give back to their community. Includes a sample cover letter explaining the overall goals of the youth service program. Read More