Investment policy statement (Durfee Foundation)
Posted on June 19, 2015 by The Durfee Foundation
The investment policy statement for the California-based Durfee Foundation… Read More
Governance
Code of ethics (sample)
Posted on June 19, 2015
__________ Foundation, Inc. (the “Organization”) seeks to integrate the personal style and flexibility of a charitable endeavor with the best practices of the nonprofit community. With this goal in mind, the following standards have been adopted to guide the directors, officers, and employees in their conduct of all Organization business. The Mission of the Organization: Catalyzing the economic development of… Read More
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
George Family Foundation: Responsibilities of the Board Chair
Posted on June 19, 2015 by George Family Foundation
Oversee fulfillment of the mission and goals of the foundation: Make sure GFF is serving society effectively and fulfilling its strategic and organizational goals Periodically revisit the mission, operating principles, “Constitution” of the GFF Be a spokesperson with influential audiences in focus areas of key interest Engage with activities that involve promoting the GFF “brand” (PR, written materials, etc.) Regularly… Read More
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
Avoiding Avoidance: Addressing and Managing Conflict in Family Philanthropy
Posted on June 9, 2015 by Elaine Gast Fawcett
Conflict is normal in any family or organization. In this issue of Passages, you’ll learn about the most common conflicts in family philanthropy, the creative “tactics” some boards use to perpetuate the avoidance, and how you can use simple tools to address conflict in a healthy, productive way… Read More
Can the Foundation Reimburse Expenses for a Family Gathering That Takes Place During a Board Meeting?
Posted on June 5, 2015 by Andras Kosaras
A foundation may only incur expenses for meetings/events that are related to carrying out its exempt purposes (including reasonable and necessary administrative expenses). If a board member wants to invite all board and family members to a family event, the foundation may only reimburse the board member for the expenses incurred if the event is for the purposes of the… Read More
Balancing Internal Vs. External Missions in Family Philanthropy
Posted on May 14, 2015 by Julie Fisher Cummings, Linda Tracy, Doug Bitonti Stewart
What is your family’s dream for philanthropy? Are you primarily interested in achieving a particular grantmaking mission? Or are you interested in creating an opportunity for family members to come together and strengthen family ties through philanthropy and service to others? … Read More
Be Fearless: The 5 Core Principles
Posted on May 5, 2015 by Case Foundation
Those charged with finding or funding solutions to social challenges — philanthropists, government, nonprofits — seem to be moving too slowly and often operating with the same set of tools, concepts and caution of the generations before us. To tackle today's big and ever-changing social challenges, we have to Be Fearless… Read More
Be Fearless: A framework for action
Posted on May 5, 2015 by Case Foundation
A step-by-step guide from the Case Foundation for leaders and organizations that want to be fearless and create transformative change. Inside, you'll find assessment tools, ideas and discussion prompts specially designed for social sector changemakers like you who want to make a greater impact… Read More