Posts tagged to 'Board meetings'

Three Takeaways From The Trustee Education Institute: Reflections From A Young Trustee

Posted by Jackie Hendrickson on December 27, 2017

"We shared what we learned about board legalities, evaluation tools, and how we came to start thinking of our new roles in the foundation."

Boardroom battles: 5 ways to move beyond conflict

Posted by Kris Putnam-Walkerly on May 31, 2016

Most board members are rational, committed professionals. However, even among the most collegial boards there's always the possibility of conflict, and savvy foundation leaders I know have used the following approaches to diffuse disagreement smoothly and quickly.

How can we take effective family foundation board meeting minutes?

Posted by Karen Green and Andras Kosaras on April 1, 2016

Concise, complete, and accurate meeting minutes are vital to the health of a family foundation. These documents are the first thing IRS/state regulators request during an investigation and/or audit into a foundation.

10 mistakes new foundation boards make, and how to avoid them

Posted by Kris Putnam-Walkerly on March 24, 2016

While some new foundation boards may be made up of veteran philanthropists, it's a safe wager that many of those entrusted are taking on the job for the first time. It's a big responsibility, and many of the early choices made by a new board can determine whether the new foundation will move forward smoothly and effectively or become mired in a culture or in policies that stifle effectiveness.

Generations Together: Tools for teaching the next generation to give

Posted by Virginia Esposito on March 1, 2016

According to the National Center for Family Philanthropy’s recent 2015 Trends Study, nearly 3 in 5 U.S. family foundations engage younger family members in the foundation — and more than 40% say they expect to add to or increase the number of younger-generation family members on their boards in just the next four years. This is an encouraging trend — especially for those of us who believe that these important institutions can have a much greater impact if they can keep the family productively engaged in their work.

Good governance: How should family foundation boards spend their time?

Posted by Phillip Henderson on February 9, 2016

Checks landing in the mailboxes of nonprofit organizations with foundation return ad-dresses have long been considered philanthropy’s most important currency. Reflecting that view, family foundations have tended to focus their operations, self-image, and their very reasons for being on getting the dollars out the door...Lurking behind that 90 percent, though, is another story—it’s the natural tendency to conflate family governance of a foundation and strategic control of its mission with control of the grantmaking function.

How do we ensure that all family members are heard at our upcoming retreat?

Posted by Karen Green on August 25, 2015

This month we are pleased to feature family foundation consultant and facilitator Karen Green's tips for foundation leaders on engaging retreat participants.

'On-boarding' the next gen: The Durfee Foundation's approach

Posted by Caroline Avery on October 20, 2014

The Durfee Foundation has held many board retreats during its 54-year history, but these have always been for trustees only. In 2014 we decided to do an all-family board retreat and bring together toddlers, teens, trustees and elders. Why the change? Read on...

How can we conduct an effective board meeting by telephone?

Posted by Jan Masaoka on December 15, 2013

Editor’s Note: This article addresses a strategy which an increasing number of geographically dispersed family foundations have been forced to rely upon in recent years – conducting the occasional board meeting by telephone. It is reprinted with permission from Blue Avocado, a practical and readable...

Family members as staff

Posted by National Center for Family Philanthropy on November 15, 2010

What is the best way to formalize the process of hiring and setting salary for a family member? LIZ WALTERS: Off the top of my head, I can think of four things that we did. The first thing was to create job descriptions. I was the only staff member to begin with, but we also created a job description...

Back to top