Board meetings

Do we need formal policies on trustee selection, orientation, and evaluation?

Posted on December 11, 2013 by Michael Rion

Although there are no legal requirements, commitment to responsible trusteeship includes ensuring that such policies and procedures appropriate to the size and nature of the board are in place. For many foundations, this may mean nothing more than a mutual understanding between two spouses or siblings that review and evaluation of one another’s actions as trustees is appropriate when needed… Read More

Board Roles and Operating Guidelines (The Needmor Fund)

Posted on November 6, 2012 by Needmor Fund

The Needmor Fund’s written operating guidelines, including a description of board roles and responsibilities, expectations, election and nominations process, opportunities for family involvement, and description of board officer and committee roles and responsibilities… Read More

Grantmaking with a Compass: Geographic Dispersion in Philanthropic Families

Posted on December 14, 2006 by Diane Bryant, Nancy Brain

In our increasingly mobile society, family philanthropies once defined by their proximity now encounter a new obstacle: geography. How does geography affect a philanthropy’s mission? How do you keep the family and the philanthropy together? Nancy Brain and Diane Bryant, sisters and trustees of the Frances Hollis Brain Foundation, explore how philanthropies can meet the challenges of dispersion… Read More

Controversial grants policy (Roy A. Hunt Foundation)

Posted on July 19, 2003 by Roy A. Hunt Foundation

Harmonious agreement on grants is not always possible within a family foundation with diverse granting interests. Trustees sometimes struggle to develop strategies to guide the consideration process when points of view differ. This policy from the Roy A. Hunt Foundation provides a framework for managing “controversial grants” from the family board member perspective… Read More

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