Conflict of Interest (Anonymous Family Foundation)
Posted on June 19, 2015 by Anonymous
Sample conflict of interest policy from an anonymous family foundation… Read More
Ethics
Policy on Self-Dealing (Anonymous Family Foundation)
Posted on June 19, 2015 by Anonymous
Sample self-dealing policy from an anonymous family foundation… Read More
Whistleblower Policy (Sample)
Posted on June 19, 2015
Whistleblower policy for the California-based Durfee Foundation… Read More
Sample Whistleblower Policy
Posted on June 19, 2015 by Anonymous
This is a sample whistleblower policy for nonprofit organizations and foundations… Read More
Code of ethics (Hudson Webber Foundation)
Posted on December 18, 2014
The Hudson-Webber Foundation commits to integrity in our actions and responsibility for our decisions and their consequences. We are committed to act honestly, truthfully and with integrity in all our transactions and dealings. We are committed to the appropriate handling of actual or apparent conflicts of interest in our relationships. We are committed to treat our grantees fairly and to… Read More
Toeing the Line: Legal Pitfalls in Family Foundation Governance
Posted on December 11, 2014 by Andrew Schulz
Should we accept those tickets to the opening of the new local theater that just arrived in the mail? Can our family office charge our foundation for rent? Is it o.k. for us to pay Uncle Bob to manage the foundation’s investment portfolio? Can we make a grant to our family's donor advised fund to help make year-end payout requirements? … Read More
The 2014 Trustee Education Institute: An intensive seminar for family foundation trustees
Posted on September 24, 2014 by Glen Galaich, Virginia M. Esposito, Susan Crites Price, Ami Aronson, Andrew Schulz, Kelly Sweeney McShane, Kristin Pauly, Leonor Alfonso, Maegan Scott, Mary Phillips
DOWNLOAD COMPLETE 2014 AGENDA HERE – SEE SPEAKER LIST AND BIOS BELOW NCFP’s Trustee Education Institute provides a comprehensive introduction to all of the key legal, investment, ethical, grantmaking, and family dynamics issues facing family foundation board members. Featuring a faculty made up of NCFP’s senior staff and highly respected philanthropy experts, this three day, intensive seminar will cover: What does… Read More
Board Code of Ethics (The Wallace Foundation)
Posted on June 18, 2014 by The Wallace Foundation
The Board of Directors of The Wallace Foundation is committed to the highest standards of integrity in conducting the affairs of the Foundation. This includes acting at all times in an honest and ethical manner, in compliance with all laws and regulations, and avoiding actual or potential conflicts of interest or the appearance of such conflicts. Read more at link… Read More
Common Causes of Conflict
Posted on May 16, 2014 by National Center for Family Philanthropy
Whatever differences your family may have, those differences need not get in the way of your philanthropic goals. Your challenge is to find ways to channel the bonds of family in the service of a shared vision and anticipate the conflicts that inevitably arise… Read More
Six Tips for Managing Family Dynamics
Posted on May 16, 2014 by National Center for Family Philanthropy
Whatever differences your family may have, those differences need not get in the way of your philanthropic goals. Your challenge is to find ways to channel the bonds of family in the service of a shared vision and anticipate the conflicts that inevitably arise… Read More