Topic: Governance - Page 16

Ethics in Family Philanthropy

Posted on September 21, 2017 by Michael Rion

This resource is an excerpt of Chapter 3 from “Splendid Legacy 2: Creating and Re-creating Your Family Foundation”… Read More

Multigenerational Family Foundation Board Engagement

Posted on July 26, 2017 by Center for Effective Philanthropy, Surdna Foundation

In this publication, the Surdna Foundation and the Center for Effective Philanthropy (CEP) spotlight the practices and structures that seven large, multigenerational family foundations have created to maintain family involvement; select, orient, and engage family members across generations; and keep the board and foundation focused on impact. … Read More

Fiduciary Guide to Investing with Diverse Asset Managers and Firms

Posted on July 25, 2017 by Jenna Weinberg, Simon Greer

This guide is designed for institutional investors (trustees and staff), primarily of public, corporate, faith, and labor union pension funds, as well as foundation and university endowments, who are interested in exploring the possibilities of investing institutional assets with diverse-owned asset management firms… Read More

What are the roles of board committees?

Posted on June 20, 2017 by National Center for Family Philanthropy

Board committees are at the heart of good governance. Committee members should make the necessary decisions and provide the day-to-day oversight needed to ensure that a family foundation board follows its fiduciary and legal obligations. Refer to Policy Central: Board Commitees for examples of how to organize your foundation’s committees. Once board roles have been established, you should then determine how you… Read More

Opportunity of a Lifetime 2.0: Multigenerational Family Philanthropy

Posted on June 12, 2017 by Kylie Musolf, Danielle LaJoie

More than ever before, giving families are working to involve multiple generations in their philanthropy. According to the National Center for Family Philanthropy’s Trends in Family Philanthropy Study, nearly 3 in 5 U.S. family foundations engage younger family members in the foundation — and more than 40 percent say they expect to add to or increase the number of younger-generation… Read More