Family Members and Donors

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

Passing the “Mirror Test”: Ethics and family philanthropy

Posted on August 13, 2015 by Michael Rion

Your family’s philanthropic values – your sense of stewardship, your personal commitments and interests, and your desire to foster charitable impulses in your children and future generations – are the foundation of your family’s philanthropy.  Articulating and discussing values on a regular basis is part of ethically responsible giving. … Read More

The Rockefeller Brothers Fund: Executive Committee Charter policy

Posted on August 7, 2015

Bylaws, Article VIII, Section (a) states:There shall be an executive committee of the Board consisting of the chair and up to seven but no less than six other trustees elected by the vote of a majority of the entire Board at the annual meeting each year. The chair of the executive committee shall be the chair of the Board. A… Read More

Andrus youth service program application

Posted on July 27, 2015 by Andrus Family Fund

A sample application from a family foundation inviting next gen family members who are interested in participating in the family’s formal philanthropy program to share what excites and inspires them to give back to their community. Includes a sample cover letter explaining the overall goals of the youth service program… Read More

Andrus youth service program handbook

Posted on July 27, 2015 by Andrus Family Fund

A sample next gen program handbook from a family foundation inviting next gen family members to “develop a long-term commitment to being the change you want to see in this world.” Includes history about the foundation and the program, as well as a collection of activities for next gen youth to use to brainstorm and choose their own philanthropic path… Read More

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