Policy Central: Engaging Next Gen and Extended Family

An increasing number of family philanthropies around the country have developed proactive and thoughtful policies regarding how to engage, educate, and incorporate the interests of the next generation and extended family into the lifeblood of the family’s philanthropy. Included here are board nomination and application forms, orientation handbooks, sample board member training programs, and much more.

Application and Nomination Form for Board Service

Annual Workplan for Next Gen Fund

Board Member Orientation Handbook

Board Member Training Programs

Creating an Effective Family Culture

Discretionary Grants Policies

Discretionary Grants Procedues

Identifying Next Gen Interest in Participating

Junior and Next Gen Boards

Matching Grants Programs