Board decision-making

Non-family Staff Peer Network: CEO Performance Reviews

Posted on January 18, 2019 by Denise Porche, Rusty Stahl, Kelly Medinger, Kelly Chopus

Following our last discussion on board chair dynamics, members wanted to know more information on CEO performance review processes and templates from peers. Join this conversation in June as we take a deeper dive into the importance of CEO performance reviews, and how your organization can support talent management and diverse staff at your foundation and your grantees… Read More

Trends in Family Philanthropy: A Conversation with NCFP Fellows Katherine Lorenz and Doug Bitonti Stewart

Posted on December 8, 2016 by Virginia M. Esposito, Katherine Lorenz, Doug Bitonti Stewart

This webinar features two of the field’s emerging leaders, former NCFP Fellows Katherine Lorenz & Doug Bitonti-Stewart. Doug and Katherine will reflect on a variety of issues they have explored with NCFP and will discuss important trends in the field at large. Moderated by NCFP President Ginny Esposito, their conversation highlights issues and topics of interest to all family funders,… Read More

Expand Your Comfort Zone: Taking Risks in Family Philanthropy

Posted on November 17, 2016 by Diane Miller, Rehana Nathoo, The Case Foundation, Tony Macklin

Philanthropy is often described as society’s “risk capital.” Private generosity can support causes and ideas that business and government agencies cannot or will not. However, the idea of risk in philanthropy quickly muddies as we direct our generosity through a family foundation, donor-advised fund, or other collective effort. Our ideas about – and tolerance for – risk diverge, shaped by… Read More

Fist to Five Voting and Consensus

Posted on September 13, 2016

Fist to Five is quality voting. It has the elements of consensus built in and can prepare groups to transition into consensus if they wish. Most people are accustomed to the simplicity of “yes” and “no” voting rather than the complex and more community-oriented consensus method of decision making. Fist to Five introduces the element of the quality of the… Read More

How long should a foundation keep grantee reports?

Posted on February 19, 2016 by Andras Kosaras, James P. Joseph

Are there legal requirements, IRS or other, for foundations regarding receiving and retaining paperwork from grantees that documents how grant dollars were spent? A good rule of thumb is to keep grant materials for seven years. We suggest four years at a minimum. The IRS audit statute of limitations is three years. So, it is important to keep grant materials… Read More

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