Conflict of Interest Policy (Sample)
Posted on August 7, 2015
A sample formal conflict of interest policy for a nonprofit or family foundation… Read More
Board selection, training, roles, and responsibilities
Investment policy statement (Durfee Foundation)
Posted on June 19, 2015 by The Durfee Foundation
The investment policy statement for the California-based Durfee Foundation… Read More
George Family Foundation: Responsibilities of the Board Chair
Posted on June 19, 2015 by George Family Foundation
Oversee fulfillment of the mission and goals of the foundation: Make sure GFF is serving society effectively and fulfilling its strategic and organizational goals Periodically revisit the mission, operating principles, “Constitution” of the GFF Be a spokesperson with influential audiences in focus areas of key interest Engage with activities that involve promoting the GFF “brand” (PR, written materials, etc.) Regularly… Read More
Code of ethics (sample)
Posted on June 19, 2015
__________ Foundation, Inc. (the “Organization”) seeks to integrate the personal style and flexibility of a charitable endeavor with the best practices of the nonprofit community. With this goal in mind, the following standards have been adopted to guide the directors, officers, and employees in their conduct of all Organization business. The Mission of the Organization: Catalyzing the economic development of… Read More
Avoiding Avoidance: Addressing and Managing Conflict in Family Philanthropy
Posted on June 9, 2015 by Elaine Gast Fawcett
Conflict is normal in any family or organization. In this issue of Passages, you’ll learn about the most common conflicts in family philanthropy, the creative “tactics” some boards use to perpetuate the avoidance, and how you can use simple tools to address conflict in a healthy, productive way… Read More
Balancing Internal Vs. External Missions in Family Philanthropy
Posted on May 14, 2015 by Julie Fisher Cummings, Linda Tracy, Doug Bitonti Stewart
What is your family’s dream for philanthropy? Are you primarily interested in achieving a particular grantmaking mission? Or are you interested in creating an opportunity for family members to come together and strengthen family ties through philanthropy and service to others? … Read More
Be Fearless: The 5 Core Principles
Posted on May 5, 2015 by Case Foundation
Those charged with finding or funding solutions to social challenges — philanthropists, government, nonprofits — seem to be moving too slowly and often operating with the same set of tools, concepts and caution of the generations before us. To tackle today's big and ever-changing social challenges, we have to Be Fearless… Read More
Be Fearless: A framework for action
Posted on May 5, 2015 by Case Foundation
A step-by-step guide from the Case Foundation for leaders and organizations that want to be fearless and create transformative change. Inside, you'll find assessment tools, ideas and discussion prompts specially designed for social sector changemakers like you who want to make a greater impact… Read More
The Critical Role of the Board Chair in Family Philanthropy
Posted on April 9, 2015 by Virginia M. Esposito, Alice Buhl, Kelly Sweeney McShane, Steve Toben
What are the critical roles and responsibilities of family foundation board chairs? What are the traps that board chairs can fall into, and how can you avoid them? How can CEOs and board chairs create a mutually respectful and positive long-term partnership? And how can your family identify and prepare a successor chair?… Read More
Board self-assessment (Siragusa Foundation)
Posted on March 19, 2015 by The Siragusa Foundation
In a continuing effort to evaluate and enhance the work of the Siragusa Foundation’s board of directors and the foundation, Siragusa board members are asked to assess their experience and make suggestions for the future every two years via the attached form. This self-assessment aligns with the board job description and service pledge… Read More