Rules, regulations, and legal documents

Board officer roles and responsibilities

Posted on December 8, 2014 by Anonymous

Officers shall be elected or appointed annually by the Trustees; and each officer shall hold office for a term of one year or until a successor is elected and qualifies. There shall be no limit on the number of successive terms of office for which an officer may serve. Chair The Chair and Vice-Chair offices shall each be held by… Read More

Investment Policy (The Wallace Foundation, 2021)

Posted on June 18, 2014 by The Wallace Foundation

The investment goal of The Wallace Foundation (the Foundation) is to earn a total return that will provide a steady stream of income to fund the grant making and operations of the Foundation in support of its mission while preserving the real or inflation-adjusted value of the Foundation’s total investment assets (the Total Portfolio) over long periods of time… Read More

Whistleblower policy for board members (The Wallace Foundation)

Posted on June 18, 2014 by The Wallace Foundation

If a Foundation board member becomes aware of or has a reasonable good faith belief that the Foundation may be involved in illegal activity, fraud or violation of organization policy (as defined in Exhibit 1), or if the board member suspects any impropriety regarding the Foundation’s accounting methods, internal controls, audit processes or any other financial matter, the board member should immediately report such concern (“suspected wrongful act”) to the Senior Counsel or the Chair of the Audit Committee… 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

Crafting Your Charitable Mission Statement: A Guide for Donors

Posted on May 15, 2014 by Melinda Tuan

When donors start along their philanthropic journeys, one question that often arises is whether it is important to craft a mission statement; and if so, how best to do so. As with any journey, knowing your destination – or in this case, articulating your goals for your philanthropy by crafting a mission statement – can be an invaluable first step… Read More

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