Recordkeeping and archives

The Archives of U.S. Foundations: An Endangered Species

Posted on November 15, 2019 by John E. Craig Jr.

Using data collected on the 300 largest U.S. foundations through a survey commissioned by The Commonwealth Fund in fall 2012, this report discusses the status of archiving in the foundation sector and recommends ways to improve policies and practices in an area that is often overlooked… Read More

Transparency Talk: Archives

Posted on November 15, 2019

Included here are perspectives from: Sally Crowley, communications director for The John R. Oishei Foundation Alan S. Divack, Senior Project Manager for Archives and Knowledge Management at the Ford Foundation International Fellowships Program John E. Craig, Jr., is Executive Vice President & COO of The Commonwealth Fund Emily Keller, Editorial Associate in the Corporate Philanthropy department at the Foundation Center… Read More

The Atlantic Philanthropies and Its Archives: Limited Life, Enduring Legacy

Posted on November 15, 2019 by Atlantic Philanthropies, Joanne Florino

In December 2016, The Atlantic Philanthropies made its final awards, becoming the largest limited life philanthropy to complete its grantmaking. The end of this aspect of its organizational life has been long-planned and purposeful – a fulfillment of donor Charles F. (“Chuck”) Feeney’s commitment to Giving While Living. Many of Atlantic’s final grants have been “big bets” designed to improve… Read More

A Date Certain: Lessons from Limited Life Foundations

Posted on March 1, 2017 by Center for Effective Philanthropy

Morning on the beach. Magical sunrise over sea
To learn more about limited life foundations’ decisions to spend down — and the ways in which they grapple with several important issues along their journey to pursuing their goals in a finite period of time — the Center for Effective Philanthropy conducted in-depth interviews with leaders of 11 limited life foundations. Resulting from these interviews, this report illustrates the ways in which limited life foundations approach spending down in nine key areas, including archiving knowledge… Read More

Audit Committee Charter (The Wallace Foundation)

Posted on June 18, 2014 by The Wallace Foundation

The Audit Committee of the Foundation’s Board of Directors (the Committee) assists the Board in fulfilling its responsibility for oversight of the quality and integrity of the accounting, auditing, and reporting practices of the Foundation. The Committee’s purpose is to oversee the accounting and financial reporting processes of the Foundation, the audits of the Foundation’s financial statements, and the qualifications… Read More

Top trends in family philanthropy

Posted on May 15, 2014 by National Center for Family Philanthropy

What are the most important trends in family philanthropy? Where is the field headed, where has it been, and what will the new generation of family philanthropy leaders be concerned about when making decisions related to the management, governance, and grantmaking priorities of their organizations? … Read More

Twelve qualities of the good trustee

Posted on May 15, 2014 by John Nason

Determining the process for choosing trustees to act as stewards of your philanthropy’s assets is one of the most important decisions you must make.  The slideshow below will take you through the twelve qualities of a good trustee… Read More

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