Family Foundation Bylaws
Posted on August 4, 2011
Sample bylaws for a family foundation… Read More
Rules, regulations, and legal documents
Foundation Bylaws (Durfee Foundation)
Posted on June 6, 2011 by The Durfee Foundation
The Durfee Foundation’s bylaws… Read More
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 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