Conflict of Interest Policy (Sample)
Posted on August 7, 2015
A sample formal conflict of interest policy for a nonprofit or family foundation… Read More
Mission, vision, values
Statement of Director Expectations
Posted on August 7, 2015
As members of the Board of Directors of The ____________ Foundation, we recognize and confirm our fiduciary obligations to the Foundation. We have ultimate authority and responsibility for the Foundation’s strategies, policies, procedures and operations. As part of this responsibility, we have established expectations for the members of the Board. In keeping with our fiduciary duty, we commit ourselves to… Read More
The Rockefeller Brothers Fund: Executive Committee Charter policy
Posted on August 7, 2015
Bylaws, Article VIII, Section (a) states:There shall be an executive committee of the Board consisting of the chair and up to seven but no less than six other trustees elected by the vote of a majority of the entire Board at the annual meeting each year. The chair of the executive committee shall be the chair of the Board. A… Read More
Fellowship Programs: Honoring Family Legacy and Building Future Community Leaders
Posted on July 9, 2015 by Adam Simon, Dion Rurik, Monisha Kapila, Susan Dobkins
Are you interested in finding a new way to honor the legacy of a loved one? Would you like to further collaboration efforts with community leaders beyond your family’s grantmaking? Join us for an in-depth look into fellowship programs, an emerging community-based approach to meeting your charitable giving missions. … Read More
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
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
Our History (William Caspar Graustein Memorial Fund)
Posted on June 8, 2015 by William C. Graustein
Listen to the history of the Memorial Fund, as told by Bill Graustein: The Story of the Memorial Fund. Listening to the stories of the people, families and communities we work with is an essential part of our work. Supporting and inspiring the children of our communities is what we seek to achieve. The Graustein family immigrated to Boston from… 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
Mission and Values (Tarsadia Foundation)
Posted on March 19, 2015
Mission The Tarsadia Foundation supports non-profit organizations with programs and projects that provide educational opportunities for the underserved, support health and well-being of the community, and help to employ the employable through economic empowerment. Values Thrive: Programs, services and institutions can profoundly impact and improve people’s lives and prosper, as long as all involved are fully engaged. Aspire: We believe… Read More
Why I Started a Family Foundation: a Collection of Donor Legacy Statements
Posted on March 1, 2015
Each and every donor has a different set of motivations for establishing a family foundation. While not “official” statements of donor legacy, this collection provides a sample of the limitless array of hopes and dreams that donors have for their philanthropy… Read More