Topic: Getting Started - Page 42

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

Statement of Board Culture (Surdna Foundation)

Posted on October 28, 2002 by Surdna Foundation

This statement from the Surdna Foundation describes the Board’s goals for the culture of its staff and board interactions… Read More

Opportunity of a Lifetime: Young Adults in Family Philanthropy

Posted on October 4, 2002 by Alison D. Goldberg

This Passages Issue Brief addresses one of the most important opportunities in family philanthropy – encouraging young adults to take part in the family’s giving process and to become philanthropic in their own right. What are the reasons that families involve young adults? And what can young adults themselves do to become more connected to the family’s philanthropy?… Read More

Check this: A compliance checklist for private foundations

Posted on September 24, 2002 by Jane Nober

This list is a helpful tool for family foundation boards seeking to assess whether their foundation is operating in accordance with the relevant legal requirements and whether any modifications to foundation legal documents or procedures are necessary… Read More

The Practice Of Family Philanthropy In Community Foundations

Posted on June 13, 2002 by Helmer N. Ekstrom

This study presents a report on the state of family philanthropy in community foundations. The report describes why and how families are using community foundations, and the factors fueling the growth of family philanthropy within community foundations. … Read More

Family Values, Family Philanthropy

Posted on October 28, 2001 by Virginia M. Esposito

Family discussions about family values can create a sense of legacy or place… Read More

Principles and goals for family participation (Andrus Family Fund)

Getting Started

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

Statement of Board Culture (Surdna Foundation)

Posted on October 28, 2002 by Surdna Foundation

Opportunity of a Lifetime: Young Adults in Family Philanthropy

Posted on October 4, 2002 by Alison D. Goldberg

Check this: A compliance checklist for private foundations

Posted on September 24, 2002 by Jane Nober

The Practice Of Family Philanthropy In Community Foundations

Posted on June 13, 2002 by Helmer N. Ekstrom

Family Values, Family Philanthropy

Posted on October 28, 2001 by Virginia M. Esposito

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