Staffing and board-staff relationships

Executive director’s annual performance review

Posted on December 8, 2014

Planning & Organizing: Demonstrates an understanding of the Foundation’s mission and priorities; establishes effective courses of action to implement the goals and objectives set forth in the strategic plan. Judgement & Decisiveness: Makes well-timed and sound decisions; meets deadlines; solves problems promptly; sets appropriate priorities for tasks. Initiative: Sets high goals/standards of performance for self and others; originates action rather… Read More

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

Sample CEO Performance Reviews

Posted on October 8, 2014 by National Center for Family Philanthropy

A collection of sample CEO performance reviews collected in the NCFP Guide, Performance Review: The Complete Guide to Evaluating the Family Foundation CEO. CEO reviews are provided from the following family foundations: The Clowes Fund Max M. & Margorie S. Fisher Foundation Knott Foundation Jessie Smith Noyes Foundation Roy A. Hunt Foundation  … Read More

Personnel Policies (The Wallace Foundation)

Posted on June 18, 2014 by The Wallace Foundation

From the introduction: We… recognize that as staff of a philanthropy we hold a ‘public trust.’ We must demonstrate in our grantmaking and every aspect of our business that we hold ourselves to the highest stand- ard of ethical behavior. We act with integrity, strive for transparency, and avoid any action that could be perceived as or create a conflict… Read More

Navigating Leadership Transitions in Family Philanthropy

Posted on June 12, 2014 by Virginia M. Esposito, Betsy Brill, Dean Phillips, Dinaz Mansuri, Patrick Troska

Every family philanthropy experiences the joy, the sadness, the complexity, and the energy of transitions. Moving toward new leadership in the family can be difficult, emotional, and sometimes frustrating. However, when it is done deliberately and thoughtfully, these times of transition can also be positive for all involved. … Read More

Common Causes of Conflict

Posted on May 16, 2014 by National Center for Family Philanthropy

Whatever differences your family may have, those differences need not get in the way of your philanthropic goals. Your challenge is to find ways to channel the bonds of family in the service of a shared vision and anticipate the conflicts that inevitably arise… Read More

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