Board assessment, continuity, and renewal

Trustee Handbook and board policies (Hill-Snowdon Foundation)

Posted on September 21, 2009 by Hill-Snowdon Foundation

This document represents all standing policies that have been developed by the Hill-Snowdon Foundation since the year 2000.   It presents long-term policies as well as short-term (action-oriented with specific timeframe attached) policies that have not yet been completed, and includes Executive, Grantmaking, and Operational policies… Read More

Passing the Baton: Generations Sharing Leadership

Posted on June 4, 2008 by Alice Buhl

Today’s family foundation field has many well-prepared next generation members and a whole generation of longer living, active senior members. And while the field has been resourceful in promoting next gen involvement, it has done little to address succession issues for the senior generation or to consider options for shared, multi-generational leadership. Alice Buhl discusses lessons learned from family business,… Read More

Challenges of Board Leadership: What Now and Why?

Posted on March 13, 2008 by Ken Gladish

Good board leadership in the foundation field has become increasingly complex and challenging. It has also become more important than ever. And, in family foundations, trustees and directors are faced with a special set of conditions and circumstances that make their work even more "interesting."… Read More

Generations of Giving: Chapter 5 – The Family-Governed, Staff-Managed Foundation

Posted on September 27, 2006 by Deanne Stone, Howard Muson, Katherine Grady, Kelin E. Gersick, Ph.D., Michele Desjardins

Chapter 5 – The Family-Governed, Staff-Managed Foundation Chapter 5 of Generations of Giving: Leadership and Continuity in Family Foundations, the landmark 2006 study by a team of researchers led by Kelin Gersick and co-published by the National Center for Family Philanthropy. This Chapter introduces the concept of “The Family-Governed, Staff-Managed Foundation” and looks at the characteristics and challenges of achieving… Read More

Generations of Giving: Chapter 4 – The Collaborative Family Foundation

Posted on September 27, 2006 by Deanne Stone, Howard Muson, Katherine Grady, Kelin E. Gersick, Ph.D., Michele Desjardins

Chapter 4 of Generations of Giving: Leadership and Continuity in Family Foundations, the landmark 2006 study by a team of researchers led by Kelin Gersick and co-published by the National Center for Family Philanthropy.  This Chapter introduces the concept of “The Collaborative Family Foundation” and looks at the characteristics and challenges of achieving this model. The Chapter describes several “windows… Read More

Generations of Giving: Chapter 9 – Preparing for Future Generations

Posted on September 27, 2006 by Deanne Stone, Howard Muson, Katherine Grady, Kelin E. Gersick, Ph.D., Michele Desjardins

Chapter 9 of Generations of Giving: Leadership and Continuity in Family Foundations, the landmark 2006 study by a team of researchers led by Kelin Gersick and co-published by the National Center for Family Philanthropy.  This chapter features sections on “Five Reasons that Families Avoid Succession Planning” as well as on “Overcoming Resistance” to succession planning. A must read for any… Read More

Generations of Giving: Chapter 7 – Family Dynamics

Posted on September 27, 2006 by Deanne Stone, Howard Muson, Katherine Grady, Kelin E. Gersick, Ph.D., Michele Desjardins

Chapter 7 of Generations of Giving: Leadership and Continuity in Family Foundations, the landmark 2006 study by a team of researchers led by Kelin Gersick and co-published by the National Center for Family Philanthropy.  This Chapter features an in-depth look at the role of family dynamics in multi-generational family foundations. The Chapter explores three overarching issues that reflect the lessons… Read More

Generations of Giving: Chapter 6 – Mission and Dream: Inventing and Reinventing the Foundation

Posted on September 27, 2006 by Deanne Stone, Howard Muson, Katherine Grady, Kelin E. Gersick, Ph.D., Michele Desjardins

Chapter 6 of Generations of Giving: Leadership and Continuity in Family Foundations, the landmark 2006 study by a team of researchers led by Kelin Gersick and co-published by the National Center for Family Philanthropy. This Chapter describes the “basic continuity challenge” for all family foundation boards: Consciously or unconsciously, every participant – in this case in particular, every family member… Read More

Generations of Giving: Chapter 3 – Choices and Challenges for the Controlling Trustee Foundation

Posted on September 27, 2006 by Deanne Stone, Howard Muson, Katherine Grady, Kelin E. Gersick, Ph.D., Michele Desjardins

This is Chapter 3 of Generations of Giving: Leadership and Continuity in Family Foundations, the landmark 2006 study by a team of researchers led by Kelin Gersick and co-published by the National Center for Family Philanthropy.  This chapter features an introduction to the controlling trustee foundation, and a look at the giving motivations and perspectives of founders and donors. The… Read More

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