Board selection, training, roles, and responsibilities

Igniting the Spark: Creating Effective Next Gen Boards

Posted on June 17, 2013 by Andrea Hernandez Rodriguez, Katie Marcus Reker, Kevin Laskowski

This Passages Issue Brief introduces an increasingly popular method for preparing the next generation for philanthropic service: the next generation or junior board. The paper covers the variety of purposes for establishing next generation boards and how they are typically structured, explores how foundations use next generation boards as a tool for engaging younger family members, and describes options for preparing younger family members for governance and grantmaking… Read More

Adding nonfamily trustees and community voices to your family foundation board

Posted on March 14, 2013 by Adam Gibbons, Alan Fox, Diane Kaplan, Katherine Weaver, Richard Moore

What are the signs that your foundation’s board might benefit from adding a community leader to bring new energy and a fresh voice to board deliberations and decisions? Some family foundations have never had an outside trustee on the board and don’t want one. Others have had non-family trustees since their inception—either a friend or business associate of the founder, a trusted lawyer or accountant, or a program expert or local community leader respected by the family… 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