CEOs and Senior Staff

The Better Boardroom: a Complimentary Lunch Seminar for Giving Families (Chicago)

Posted on February 25, 2015

Family foundations are a breed apart. The impact of family structure and dynamics on how a foundation is governed is enormous and consistently underestimated.  Join us for an overview of how to truly integrate the family into family foundation governance.   The program will cover these essentials: Forgotten factors – how family dynamics, family size and family structure should guide decisions… Read More

From the Start: Questions for Donors and Family Members

Posted on January 9, 2015 by Charles Hamilton

Donors often seek effective ways to involve other family members from the start. Heirs, meanwhile, look for ways to appropriately honor the legacy of the donor(s). There are many questions and issues likely to be considered by both the donor and future generations. (Source: Living the Legacy: The Values of a Family’s Philanthropy Across Generations, NCFP, 2001) Questions for the… Read More

Nonprofit Executive Compensation

Posted on January 6, 2015

This report outlines what the IRS permits in setting nonprofit executive compensation, the consequences of failing to comply with the regulations, how nonprofit board members can protect themselves and the organizations they serve, the kind of data compensation decisions should be based on, and the importance of reporting compensation accurately in annual IRS filings… Read More

Toeing the Line: Legal Pitfalls in Family Foundation Governance

Posted on December 11, 2014 by Andrew Schulz

Should we accept those tickets to the opening of the new local theater that just arrived in the mail? Can our family office charge our foundation for rent? Is it o.k. for us to pay Uncle Bob to manage the foundation’s investment portfolio? Can we make a grant to our family's donor advised fund to help make year-end payout requirements? … Read More

Igniting the Spark: The Community Foundation for Greater Atlanta

Posted on December 11, 2014 by Community Foundation for Greater Atlanta, Youth Philanthropy Connect

In 2001, The Community Foundation for Greater Atlanta launched the Center for Family Philanthropy. The focus of the Center was two-fold: (1) to provide a higher level of services to philanthropists with donor advised funds of $250,000 or more, or a planned gift of $1M or more; and (2) to engage donors with families in philanthropy. There are approximately 200… Read More

Igniting the Spark: Foundation for Metrowest

Posted on December 11, 2014 by Youth Philanthropy Connect

The Foundation for MetroWest, based in Natick, Massachusetts, has been committed to educating the next generation of community leaders through the Youth in Philanthropy (YIP) program since 1997. In that time, over 900 youth from MetroWest communities have funded nearly $700,000 in grants that support youth. This case study describes their history of youth engagement and programming, and new strategies… Read More

Executive director position description

Posted on December 8, 2014 by Anonymous

Description The Executive Director is responsible for establishing an efficient and effective infrastructure that enables seamless execution of grantmaking functions and heightens professionalism of the foundation’s operations. Working with the trustees, the Executive Director helps develop imaginative and effective grantmaking strategies and evaluates how to make the most positive impact on the communities served. Core Responsibilities Strategic Leadership of the… Read More

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

Advisory board member roles and responsibilities

Posted on December 8, 2014

The Sample Family Foundation’s Declaration of Trust designates two groups of participants: (1) “Trustees,” all of whom are currently family members and who vote on grants and issues of governance; and (2) “Advisors” who serve in an advisory capacity without voting power. Advisors are appointed to three-year terms that may be renewed until the Advisor reaches the age of seventy-five… Read More

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