845 Results for “” in Knowledge Center

Knowledge Center | Sample

Code of Conduct (Anonymous Foundation, 2023)
June 24, 2025
This resource outlines an anonymous foundation’s standards of behavior and ethical expectations for its staff and affiliates. It covers key areas such as professionalism, confidentiality, conflict of interest, self‑dealing, and fiduciary duties. The document also includes policies and procedures for disclosure, review, and enforcement to ensure integrity, accountability, and compliance across the organization. Read More
Knowledge Center | Sample

Code of Conduct (Packard Foundation, 2023)
June 24, 2025
This resource from the David and Lucile Packard Foundation outlines its core values, responsibilities, and standards of behavior for trustees. It describes their role in guiding the foundation’s strategy, serving as stewards of its resources, maintaining legal and ethical compliance, and fostering a culture of integrity, collaboration, and respect. Read More
Knowledge Center | Sample

Example Statements on Sunsetting a Family Foundation
June 11, 2025
A growing number of donors and foundation boards are sharing statements clarifying their reasons and goals for spending down. In this document we share some of our favorites including examples from: • The Compton Foundation • Rogers Family Foundation • Stupski Foundation • Edna McConnell Clark Foundation Read More
Knowledge Center | Report

Trends 2025—Results of the Third National Benchmark Survey of Family Foundations
November 5, 2024
The Trends report captures and tracks leading trends in the field of family philanthropy. Conducted every five years, this research identifies emerging issues, changes in funding priorities and governance practices, innovative approaches to giving and decision making, and anticipated future giving patterns and practices among US-based philanthropic families nationally. Ultimately, it aims to equip donors with data they can apply Read More
Knowledge Center | Tool

Donor Legacy Discussion Modules
July 16, 2024 | Janice Simsohn Shaw
To help families begin or continue legacy conversations with a modern framework, this short guide offers a collection of ten discussion modules on a wide variety of questions related to philanthropic legacy. Read More
Knowledge Center | Case Study

Effective Family Philanthropy: The Arthur M. Blank Family Foundation
March 26, 2024 | Ade Adeniji
The Blank Family Foundation Reflects on the Past, Plans the Next Generation of Giving The enormous wealth created by Home Depot, the country’s largest home improvement retailer, looms large in the chain’s home base of Georgia and beyond. It’s also yielded significant family-driven philanthropy over the years, including through multiple foundations connected to the family of billionaire co-founder Arthur Blank. Read More
Knowledge Center | Case Study

Effective Family Philanthropy: The Mortimer & Mimi Levitt Foundation
January 29, 2024 | Wendy Paris, Inside Philanthropy
Grand Finale: A Family Foundation Focused on Free Concerts Announces its Spend Down On a warm Sunday in July, about 50 people sat on the grassy lawn under towering evergreens facing the Levitt Pavilion near downtown Los Angeles, listening to the band Los Del Momento play a modern take on Mexican regional Sierreño music. On stage, the sun glinted off Read More

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