Getting Started

Investment Policy (The Wallace Foundation, 2021)

Posted on June 18, 2014 by The Wallace Foundation

The investment goal of The Wallace Foundation (the Foundation) is to earn a total return that will provide a steady stream of income to fund the grant making and operations of the Foundation in support of its mission while preserving the real or inflation-adjusted value of the Foundation’s total investment assets (the Total Portfolio) over long periods of time… Read More

Whistleblower policy for board members (The Wallace Foundation)

Posted on June 18, 2014 by The Wallace Foundation

If a Foundation board member becomes aware of or has a reasonable good faith belief that the Foundation may be involved in illegal activity, fraud or violation of organization policy (as defined in Exhibit 1), or if the board member suspects any impropriety regarding the Foundation’s accounting methods, internal controls, audit processes or any other financial matter, the board member should immediately report such concern (“suspected wrongful act”) to the Senior Counsel or the Chair of the Audit Committee… Read More

Navigating Leadership Transitions in Family Philanthropy

Posted on June 12, 2014 by Virginia M. Esposito, Betsy Brill, Dean Phillips, Dinaz Mansuri, Patrick Troska

Every family philanthropy experiences the joy, the sadness, the complexity, and the energy of transitions. Moving toward new leadership in the family can be difficult, emotional, and sometimes frustrating. However, when it is done deliberately and thoughtfully, these times of transition can also be positive for all involved. … Read More

The Giving Commitment: Knowing Your Motivations

Posted on May 24, 2014 by Rockefeller Philanthropy Advisors

This guide offers a brief overview of reasons why people engage in philanthropy. Part of the Philanthropy Roadmap series, the guide offers both experienced and emerging donors an opportunity to take a closer look at what motivates them to give. They can use this knowledge in turn to help create— or refine — their own giving strategy. This guide seeks to help donors become more focused by becoming more self-aware… Read More

Diversity, inclusion and effective philanthropy

Posted on May 24, 2014 by Rockefeller Philanthropy Advisors

Part of the Philanthropy Roadmap series, this guide aims to explain how diversity and inclusion can be used as practical considerations for getting better results. Diversity is the practice of including a full range of perspectives, ideas and experience in philanthropic decision-making. Inclusion seeks the participation of individuals from diverse backgrounds in the process… Read More

The Rockefellers

Posted on May 24, 2014 by Rockefeller Philanthropy Advisors

For the Rockefellers, giving has been a central family value that has spanned three centuries. The strong belief of early generations that wealth comes with great responsibility continues to inform the philanthropy of current generations, helping to shape their priorities and perspectives on giving. The family is now entering its seventh generation and has maintained its tradition of giving within… Read More

Giving as a Couple

Posted on May 24, 2014 by Rockefeller Philanthropy Advisors

Giving together not only allows partners the chance to work on issues they care deeply about, it also provides an opportunity for their relationship to grow. Some couples say their joint philanthropy is one of the most meaningful shared experiences in their lives… Read More

Your philanthropy roadmap

Posted on May 24, 2014 by Rockefeller Philanthropy Advisors

This brief guide is designed to introduce readers to the world of thoughtful, effective philanthropy. It’s a roadmap for donors— individuals, couples, families or groups. It offers an overview of issues that philanthropists may want to consider as they create their own giving strategies… Read More

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