Topic: Rules, regulations, and legal documents - Page 9

Sample Family Foundation Meetings Ground Rules

Posted on August 13, 2010 by Karie Brown

Sample ground rules for family foundation meetings that accompanied the August 2010 Teleconference, Creative Agendas for More Effective Family Meetings… Read More

Managing Risk: Board Oversight of Foundation Investments

Posted on August 4, 2010 by Karen Green, Andras Kosaras

In the post-Madoff era, the foundation and nonprofit sector continues to struggle with how to invest philanthropic assets most appropriately, and how to ensure that boards and staff are managing investments prudently. This new edition of Passages, authored by two leading experts on the roles and responsibilities of foundation boards, examines the critical role of governance and how to develop… Read More

Managing Relationships with Your Legal, Financial, and Investment Advisors

Posted on July 8, 2010 by Dawn Dobras, Patricia Angus

This webinar shares a variety of helpful tips for how to choose and evaluate advisors, how to maintain a good working relationship and how to know when it's time for a change. … Read More

The Right Way to Handle Conflicts of Interest

Posted on March 11, 2010 by Diana Gurivera, Kelly Shipp Simone, Mary Mountcastle

National Center research shows that only about half of family foundations have a conflict of interest policy. Yet conflicts often arise if, for example, a board or staff member volunteers for or serves on the board of a nonprofit that seeks funds from the foundation… Read More

Managing Risk: Board Responsibilities for Prudent Investment and Governance

Posted on June 11, 2009 by Andras Kosaras

The Madoff scandal has caused the failure of well respected family foundations and raised the specter of penalties for board members’ inattentiveness to investment matters. Is your board doing all it should to be fiscally responsible? In this timely teleconference, learn about the board’s role and fiduciary duties in prudent investing, and hear about IRS’ new scrutiny of our sister… Read More

Advancing Philanthropic Goals While Divesting Excess Business Holdings

Posted on May 17, 2009 by Andras Kosaras, James P. Joseph

Congress enacted the excess business holdings rule to limit the ability of individuals to retain control of business enterprises by setting up private foundations to hold substantial or controlling stakes in these businesses (it applies equally to nonoperating and operating foundations)… Read More

Grants to individuals: Investing in people and their communities

Posted on October 29, 2008 by Paul VanDeCarr

Aiming to have a broad effect on organizations or communities, some grant makers choose to fund individuals. It's true that grants to individuals make special demands on foundations, both legally and administratively, but sometimes they are the only way to achieve an important objective… Read More

Family foundations and advocacy: Making your grant dollars go further

Posted on June 12, 2008 by Abby Levine

Abby Levine reviews the various activities that constitute advocacy and describes why foundation support for advocacy is so important. She explains the legal rules governing such activity, outlining the types of activities family foundations may legally fund and those they may do themselves… Read More

The Lawyer is In: Legal Issues for Family Foundations

Posted on January 10, 2008 by Andrew Schulz

Andrew Schulz discusses important legal issues for family grantmakers, including grants to non-charities, scholarships, supporting organizations, the use of fiscal agents, and international grantmaking… Read More

How a Family Foundation Employs Shareholder Activism

Posted on May 10, 2007 by Lance Lindblom, Laura Shaffer

The Nathan Cummings Foundation has been consciously following a strategy of attempting to influence the companies in which they are invested around key areas of concern to the Foundation for several years… Read More

Sample Family Foundation Meetings Ground Rules

Rules, regulations, and legal documents

Sample Family Foundation Meetings Ground Rules

Posted on August 13, 2010 by Karie Brown

Managing Risk: Board Oversight of Foundation Investments

Posted on August 4, 2010 by Karen Green, Andras Kosaras

Managing Relationships with Your Legal, Financial, and Investment Advisors

Posted on July 8, 2010 by Dawn Dobras, Patricia Angus

The Right Way to Handle Conflicts of Interest

Posted on March 11, 2010 by Diana Gurivera, Kelly Shipp Simone, Mary Mountcastle

Managing Risk: Board Responsibilities for Prudent Investment and Governance

Posted on June 11, 2009 by Andras Kosaras

Advancing Philanthropic Goals While Divesting Excess Business Holdings

Posted on May 17, 2009 by Andras Kosaras, James P. Joseph

Grants to individuals: Investing in people and their communities

Posted on October 29, 2008 by Paul VanDeCarr

Family foundations and advocacy: Making your grant dollars go further

Posted on June 12, 2008 by Abby Levine

The Lawyer is In: Legal Issues for Family Foundations

Posted on January 10, 2008 by Andrew Schulz

How a Family Foundation Employs Shareholder Activism

Posted on May 10, 2007 by Lance Lindblom, Laura Shaffer

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