Creating Opportunities for Family Involvement Outside of Board Service
Posted on October 27, 2004 by Deanne Stone
List of options for involving family members who may not be able to serve on the foundation board… Read More
CEOs and Senior Staff
Families In Flux: Guidelines for Participation in Your Family’s Philanthropy
Posted on October 4, 2004 by Deanne Stone
Family members marry, divorce, remarry, form domestic partnerships and, in many cases, move far away from the family home. With families growing ever more complex, varied, and far-flung, foundations and donor-advised funds need clear guidelines regarding who participates in their philanthropy and in what roles. This Passages report addresses changing family composition and circumstances and how philanthropic families may deal… Read More
Growing to Give: Instilling Philanthropic Values in Teens and Preteens
Posted on June 28, 2004 by Darlene Siska
The teenage years can be the most tumultuous ones—particularly for parents! Parents may want their children to become charitable for any number of reasons: to prepare them to take formal leadership one day of the family’s foundation or other giving vehicle; to participate in philanthropy as a family activity; or to develop charitable natures as an antidote to the possibility… Read More
Family Governance: A Primer for Philanthropic Families
Posted on June 4, 2004 by Patricia Angus
This Passages Issue Brief focuses on the principles, practices, and policies of family governance. Typically, a family’s philanthropy, whether formal or less structured, is only one of a number of ways in which family members interact with one another. This article aims to help philanthropic families understand the theory and practice of effective family governance… Read More
10 common errors to avoid in completing a private foundation’s form 990-PF
Posted on April 13, 2004 by PricewaterhouseCoopers LLP
This checklist, intended for all audiences, highlights the most common errors that foundations make when filling out the Form 990 that could cast legitimate activity in a bad light, e.g., not filling out the entire form, not attaching appropriate schedules, or documenting administrative expenses incorrectly… Read More
Trustee Compensation: What Is Appropriate?
Posted on January 23, 2004 by Alice Buhl
If a foundation chooses to compensate board members, how does it decide on an appropriate level of compensation?… Read More
Leave of absence policy (Roy A. Hunt Foundation)
Posted on December 22, 2003 by Roy A. Hunt Foundation
The purpose of this policy is to provide direction on the practical aspects of implementing a leave of absence, e.g., how a leave of absence is defined, what the expectations are of a temporary successor, the kinds of foundation activities in which temporary successors would participate, how grants are handled when there is no temporary successor… Read More
Discretionary grant trustee application form (General Service Foundation)
Posted on June 3, 2003 by General Service Foundation
This form is used by the Colorado-based General Service Foundation to help manage requests and referrals from individual trustees for discretionary grants to be made by the foundation. … Read More
Successful Succession: Inspiring and Preparing New Generations of Charitable Leaders
Posted on April 4, 2003 by Virginia M. Esposito
This Passages issue paper describes why, when, and how your family foundation’s board can prepare the next generation for charitable service. These practical and proven strategies will be of interest to any family thinking about or going through a succession process… Read More
Opportunity of a Lifetime: Young Adults in Family Philanthropy
Posted on October 4, 2002 by Alison D. Goldberg
This Passages Issue Brief addresses one of the most important opportunities in family philanthropy – encouraging young adults to take part in the family’s giving process and to become philanthropic in their own right. What are the reasons that families involve young adults? And what can young adults themselves do to become more connected to the family’s philanthropy?… Read More