CEOs and Senior Staff

A Steadying Hand: The Critical Role of Non-family Board Members

Posted on October 16, 2015 by Susan Packard Orr

This special Passages Issue Brief written by NCFP Distinguished Fellow Susan Packard Orr describes the various skills, expertise, and perspectives that non-family board members can provide, as well as some of the common challenges for families seeking to add their first non-family board members, and tips for how to set clear expectations for this role… Read More

The Courage to Lead in Family Philanthropy: a Special Pre-Forum Retreat for Board Members and CEOs

Posted on October 13, 2015 by Cindy Johnson, Thomas Beech

This special retreat is an opportunity for participants to explore fundamental questions of leadership, impact, sustainability and self-care. It is based on the work of Parker Palmer, noted author and co-founder of the Center for Courage & Renewal, offering time for small group dialogue and reflection in a safe, trustworthy space. The retreat will focus on the alignment of our personal… Read More

In Times of Growth: Planning for an Influx of Assets

Posted on October 9, 2015 by Elaine Gast Fawcett

An influx of assets is a powerful transition point in your philanthropy. With rising resources comes the budding potential to do more of what you’re already doing—or, perhaps, try something new. This Passages Issue Brief will help you plan now for growth tomorrow, and manage change if you’re in the midst of it today… Read More

Planning for an Influx of Assets

Posted on September 10, 2015 by Tara Brown, Katherine Lorenz, Elaine Gast Fawcett

An influx of assets—whether sudden or expected—is a powerful transition point in your family’s philanthropy. With rising resources comes the budding potential to do more of what you’re already doing: making a difference according to your foundation’s mission. For family foundations—particularly those for whom the influx comes as a complete surprise—a change in asset size can feel downright disorienting. … Read More

Conflict of Interest and Self-Dealing Policy

Posted on August 20, 2015 by Anonymous

_________ Foundation Policies and Procedures Conflict of Interest and Self-Dealing Purpose This policy provides guidance on dealing with two common issues faced by the Foundation’s Trustees and staff: self-dealing (issues involving financial gains) and conflicts of interest (issues involving personal motivations and loyalties). It protects the Foundation’s tax-exempt status and reputation and protects the Trustees and staff from IRS penalties… Read More

Program Grants and Committees policies and procedures

Posted on August 20, 2015 by Anonymous

__________ Foundation Policies and ProceduresProgram Grants and Committees BackgroundThe original policies and procedures (articles 1 – 18) for program grants and committees were approved individually by each program committee (i.e., the Community Development, Environment, and Youth Violence Prevention program committees) prior to their presentation to Trustees at the November 2000 meeting. It was noted at that meeting that each committee… 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