Investment Policy Statement Template
A template investment policy for adaptation and modification by the governing board of the institution in accordance with the particular needs and circumstances of the institution. Read More
Values Proposition: How and Why We Transformed Our Investment Model to Align Our Capital With Our Mission
August 4, 2021 | Nathan Cummings Foundation
Mission-aligned investing presents a compelling opportunity for philanthropic organizations to reimagine how they use their financial resources to affect change. All of the institution’s capital is harmonized in service of its mission — a total-enterprise approach to impact. Yet, such an approach is relatively novel and still often met with skepticism or confusion. This report by the Nathan Cummings Foundation Read More
Menu of Communication Platforms
August 3, 2021 | Stupski Foundation
This document shows the options for how the Stupski Foundation uses communications to elevate the work of its grantees. Community members and grantee partners can reach out to the foundation to collaborate through social media, the newsletter, and more. Read More
Equity in Action Report
July 28, 2021 | McKnight Foundation
When the McKnight Foundation presented its first-ever public diversity, equity, and inclusion (DEI) statement for board approval in late 2017, one board member wisely reflected, “These are beautiful words. I just hope we can back it up with action.” McKnight is indeed backing up aspirational words with action. This report lifts up some examples of shifts they’ve made at the Foundation Read More
The Family Governance Pyramid: Enhancing and Guiding Your Family Philanthropy
July 14, 2021 | Patricia Angus
The Family Governance Pyramid provides a model and framework for philanthropic families that is even more relevant and necessary today than when it was first introduced nearly two decades ago. This article provides some perspective on why, and how, families can apply this model to their family and philanthropy, for the good of all. Read More
Family Foundation Board Meeting Feedback Survey (Beker Foundation, 2021)
July 12, 2021
Questions for an online survey developed by a CEO to get feedback from the board on the format, agenda, and prep time required for a family foundation board meeting. Read More
Community Board Candidate Interview Questions
July 9, 2021
A set of interview questions for the Panta Rhea Foundation’s Board Development Committee to ask of finalists for their open community board member positions. Read More
Community Board Position Profile
July 9, 2021
Job description for community board members of the Panta Rhea Foundation. Read More
Community Board Member Interest Form
July 9, 2021
Online form designed to allow applicants to the Panta Rhea Foundation’s community board position the chance to share their backgrounds and skills that could help further the foundation's work. Read More
Community Board Member Recruitment Update and Timeline
July 9, 2021
Memo and timeline describing the Panta Rhea Foundation’s recruitment process to invite and select community board members. Read More
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