CEOs and Senior Staff

Advocacy and Lobbying Rules for Private Foundations

Posted on May 1, 2016 by Learn Foundation Law

The legal staff at the Packard Foundation, Gates Foundation, Hewlett Foundation and Moore Foundation developed this free, first-of-its-kind resource, which covers the basic legal rules around what staff are allowed to fund and engage in at a private foundation. It takes less than an hour to complete and features “Maya,” a new program officer that leads participants through the course. … Read More

Expenditure Responsibility Rules for Private Foundations

Posted on May 1, 2016 by Learn Foundation Law

The legal staff at the Packard Foundation, Gates Foundation, Hewlett Foundation and Moore Foundation developed this free, resource, which covers the basic legal rules around expenditure responsibility. It takes less than thirty minutes to complete and features “Maya,” a program officer that helps participants through the course… Read More

March 2016 NCFP Non-family Staff Peer Network Call

Posted on March 22, 2016 by Christine Koehn, Sharmila Rao Thakkar

The NCFP Non-family Staff Peer Network is open to senior level non-family staff members who are current member’s of NCFP Friends of the Family network. This network, co-chaired by Christine Kuehn of The Celia Lipton Farris and Victor W. Farris Foundation and Sharmilla Rao Thakkar of The Siragusa Foundation, is offered as a “safe space” for non-family staff peers facing… Read More

Changemakers: National networks engaging next gen philanthropic leaders

Posted on March 17, 2016 by Andrea Zucker, Biz Ghormley, Brendan Adams, Iris Brilliant, Manuela Arciniegas, Mary Galeti, Rebecca Balter, Katie Scott

Family foundation boards are expected to see a period of unprecedented change over the next few years, with a new generation of philanthropists poised to take over leadership roles. It's more important than ever that we provide emerging philanthropic leaders with a variety of networking opportunities and resources to allow them to effectively address the most pressing social issues… Read More

How long should a foundation keep grantee reports?

Posted on February 19, 2016 by Andras Kosaras, James P. Joseph

Are there legal requirements, IRS or other, for foundations regarding receiving and retaining paperwork from grantees that documents how grant dollars were spent? A good rule of thumb is to keep grant materials for seven years. We suggest four years at a minimum. The IRS audit statute of limitations is three years. So, it is important to keep grant materials… Read More

Are there any lobbying red flags to look out for in final grantee reports to our foundation?

Posted on February 18, 2016 by Andras Kosaras, James P. Joseph

Are there any lobbying red flags to look out for in final grantee reports to our foundation? The foundation should look at grantee reports for lobbying flags or electioneering flags. If grantees are not following the rules it is better to know sooner rather than later. This way it can be corrected going forward. For more information, see The Rules… Read More

We’re here to equip you with the tools you need to make a meaningful impact. Contact NCFP for support.

Get in Touch

Keep up with trends in family philanthropy. Subscribe to our newsletter.

Signup

Gain access to personalized support and a network of peers. Join our community!

Join Now