Topic: Getting Started - Page 41

Estate Planning As A Family: A Collaborative Approach

Posted on April 4, 2005 by David Gage, Ph. D.

The time has come to cast estate planning in a fresh light. For too long,parents and their advisors have conducted estate planning behind closed doors. Each year, billions of dollars of family assets pass from benefactors to inheritors but the process continues to be one of the most sensitive—and secretive—activities within families… Read More

Generations of Giving: Lessons on Governance and Continuity

Posted on February 25, 2005 by Kelin E. Gersick, Ph.D.

For every family member involved in a family foundation or advised fund, there are two fundamental questions: Why are we doing this? And why am I participating? The second in a two-part series, Kelin Gersick presented key lessons on governance and explored questions in the areas of reviewing and reinventing mission, considering family dynamics, and preparing for future generations involvement… Read More

Generations of Giving: the Development of the Family Foundation

Posted on December 8, 2004 by Kelin E. Gersick, Ph.D.

For every family member involved in a family foundation or advised fund, there are two fundamental questions: Why are we doing this? And why am I participating?… Read More

Growing to Give: Instilling Philanthropic Values in Teens and Preteens

Posted on June 28, 2004 by Darlene Siska

The teenage years can be the most tumultuous ones—particularly for parents! Parents may want their children to become charitable for any number of reasons: to prepare them to take formal leadership one day of the family’s foundation or other giving vehicle; to participate in philanthropy as a family activity; or to develop charitable natures as an antidote to the possibility… Read More

10 common errors to avoid in completing a private foundation’s form 990-PF

Posted on April 13, 2004 by PricewaterhouseCoopers LLP

This checklist, intended for all audiences, highlights the most common errors that foundations make when filling out the Form 990 that could cast legitimate activity in a bad light, e.g., not filling out the entire form, not attaching appropriate schedules, or documenting administrative expenses incorrectly… Read More

Principles and goals for family participation (Andrus Family Fund)

Posted on November 4, 2003 by Andrus Family Philanthropy Program

This statement documents the goals and context for family participation within the Andrus Family Philanthropy Program… Read More

Matching gift program (Nord Family Foundation)

Posted on October 30, 2003 by Nord Family Foundation

This statement describes the Ohio-based Nord Family Foundation's matching gift program for family members, trustees, and staff… Read More

Controversial grants policy (Roy A. Hunt Foundation)

Posted on July 19, 2003 by Roy A. Hunt Foundation

Harmonious agreement on grants is not always possible within a family foundation with diverse granting interests. Trustees sometimes struggle to develop strategies to guide the consideration process when points of view differ. This policy from the Roy A. Hunt Foundation provides a framework for managing “controversial grants” from the family board member perspective… Read More

Obtaining directors and officers liability insurance

Posted on October 31, 2002 by National Center for Family Philanthropy

Every foundation should consider obtaining insurance coverage for its trustees and officers. This insurance – commonly known as directors and officers or D&O insurance – should cover defense costs as well as any damages, taxes, or fines that must be paid… Read More

Example of a family foundation spending policy

Posted on October 28, 2002 by National Center for Family Philanthropy

Sample policy describing the goals of one foundation’s annual spending policy, and the methods it will use to achieve those goals… Read More

Estate Planning As A Family: A Collaborative Approach

Getting Started

Estate Planning As A Family: A Collaborative Approach

Posted on April 4, 2005 by David Gage, Ph. D.

Generations of Giving: Lessons on Governance and Continuity

Posted on February 25, 2005 by Kelin E. Gersick, Ph.D.

Generations of Giving: the Development of the Family Foundation

Posted on December 8, 2004 by Kelin E. Gersick, Ph.D.

Growing to Give: Instilling Philanthropic Values in Teens and Preteens

Posted on June 28, 2004 by Darlene Siska

10 common errors to avoid in completing a private foundation’s form 990-PF

Posted on April 13, 2004 by PricewaterhouseCoopers LLP

Principles and goals for family participation (Andrus Family Fund)

Posted on November 4, 2003 by Andrus Family Philanthropy Program

Matching gift program (Nord Family Foundation)

Posted on October 30, 2003 by Nord Family Foundation

Controversial grants policy (Roy A. Hunt Foundation)

Posted on July 19, 2003 by Roy A. Hunt Foundation

Obtaining directors and officers liability insurance

Posted on October 31, 2002 by National Center for Family Philanthropy

Example of a family foundation spending policy

Posted on October 28, 2002 by National Center for Family Philanthropy

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