Grantmaking Strategy and Evaluation

Unlocking The Power Of The Proxy

Posted on October 22, 2004 by Conrad MacKerron

There is no such thing to my mind . . . as an innocent stockholder. He may be innocent in fact, but socially he cannot be held innocent. He accepts the benefits of the system. It is his business and his obligation to see that those who represent him carry out a policy which is consistent with the public welfare… Read More

Investment policy statement with focus on socially responsible investing (Needmor Fund)

Posted on April 15, 2004 by Needmor Fund

An investment policy with a special focus on socially responsible investing. From the policy’s introduction: We believe that a foundation lives out its mission and values not only through the organizations it supports, but also by how it uses its assets. Mission related investing is an investment process that considers the social and environmental consequences of investments in addition to… Read More

Model for foundations with many eligible trustee candidates

Posted on October 30, 2002 by Elaine Perachio

The Harris and Eliza Kempner Fund focuses its grant-making efforts on the greater Galveston, Texas, area. Board and family members reside in locations throughout the country. The Fund has developed an effective model for involving current and future generations of family members in the work of the foundation. … Read More

Difficult Discussions at Difficult Times

Posted on March 4, 2002 by Deanne Stone

This Passages Issue Brief offers suggestions for preparing for and responding to the effect of crises of different magnitude on philanthropic families. These include personal crises such as death, illness, and interpersonal conflicts, as well as community and national crises — including natural disasters, riots, economic recession, and terrorism… Read More

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