Mindful Fiduciaries at the Wheel
Posted on February 12, 2021 by The Giving Practice
This report explores a new version of fiduciary duty that centers racial, social and gender equity… Read More
Board Members
Matching Grants Policy (Tracy Family Foundation)
Posted on February 2, 2021
The Matching Grant program of the Tracy Family Foundation is designed to encourage eligible participants to replicate the founder’s personal dedication to generosity and service. The program multiplies the time, talents, and resources of eligible participants in the communities they live and on the issues they care about… Read More
Amended and Restated Bylaws (Tracy Family Foundation, 2019)
Posted on February 2, 2021 by Tracy Family Foundation
Amended and restated bylaws of the Tracy Family Foundation, including descriptions of committee structure, officer roles and responsibilities, quorums and voting procedures, and member rights and procedures… Read More
Collective Impact Request Form
Posted on February 2, 2021 by Tracy Family Foundation
This form, developed by the Tracy Family Foundation, offers a clear process for family members to present organizations or projects they are passionate about to other family members. We believe that a clear process will encourage more family members to share their passions with other family members, increase collaborative opportunities throughout the Tracy family, and help us to live out… Read More
CANCELLED – Supporting Young Leaders & Next-gen to Develop Philanthropic Identities
Posted on January 14, 2021 by Ashton Kao, Marshall Hill, Thalie Waters, Duncan McLaren, Brendan Adams
*CANCELLED: Given that a majority of our speakers are in Texas with snow and major power outages, we have cancelled this webinar. We are wishing our speakers well during the storms.* Family members of all ages strive to balance their individual identities—who they want to be and what they stand for—with their connection to their family’s identity, values, and culture… Read More
How Philanthropy Can Support Systems-Change Leaders
Posted on January 14, 2021 by The Bridgespan Group
Success in solving complex social problems frequently hinges on the work of organizations that harmonize the action of myriad actors—often referred to as field catalysts, systems orchestrators, or coalitions. Yet philanthropy too often overlooks them, as they defy traditional due diligence criteria. Breaking through will require philanthropy to reboot how it engages with these pivotal entities as critical catalysts and… Read More
Special grantmaking: A purposeful, flexible resource for foundations
Posted on January 8, 2021 by S. D. Bechtel, Jr. Foundation
Many foundations that are guided by a long-term commitment to move the needle in a finite set of issue areas also hold “special grantmaking” funds. These program dollars can be flexibly deployed for nascent opportunities, innovative ideas, emergencies, local causes, and/or areas of high interest to their leaders. Little has been written about special grants as a vibrant resource for… Read More
Strategic Lifespan Peer Network: A Conversation with the Hazen Foundation
Posted on January 7, 2021 by Cristina Jiménez, Lori Bezahler
Join President Lori Bezahler and Board Chair Cristina Jiménez from the Edward W. Hazen Foundation, a private foundation established in 1925 that is committed to supporting organizing and leadership of young people and communities of color in dismantling structural inequity based on race and class. Learn from the board and staff of this spend down foundation committed to equity and… Read More
Sooner Rather Than Later, Chapter 3: 2018-2020
Posted on January 7, 2021 by S. D. Bechtel, Jr. Foundation
In 2009, following five decades of Foundation growth and impact, the Board of Directors for this family philanthropy chose to spend down all assets. In the words of its founder, this decision reflected a commitment to finding lasting solutions to California’s critical challenges “sooner rather than later.” The spend-down horizon was initially set for eight years and then adjusted to… Read More
Sooner Rather Than Later, Chapter 2: 2014-2017
Posted on January 7, 2021 by S. D. Bechtel, Jr. Foundation
In 2009, following five decades of Foundation growth and impact, the Board of Directors for this family philanthropy chose to spend down all assets. In the words of its founder, this decision reflected a commitment to finding lasting solutions to California’s critical challenges “sooner rather than later.” The spend-down horizon was initially set for eight years and then adjusted to… Read More