Allocation of Staff and Board Responsibilities
Staff & board responsibilities Read More
Working Together for Common Purpose: Family Philanthropy Through the Family Office
October 10, 2012 | Anne Etheridge
As the field of family philanthropy evolves, the options available to families for managing and making the most of their giving continue to keep pace. One option that a growing number of philanthropic families are considering is the creation of a single family office, a private entity that manages the investments and trusts for a single wealthy family—or multiple branches Read More
Family Philanthropy Through the Family Office (Full Report)
October 10, 2012 | Anne Etheridge
This special Passages report is based on results of the first national study to explore the relationship between family offices and family philanthropy, identifying common themes for both success and failure. As a benchmark report for the field, the study draws on personal interviews and results from a survey of family offices to highlight emerging best practices by which family foundations and family offices can effectively work together to maximize the positive returns for the community and the family. Read More
Preparing for a Sabbatical: Advice From Former Durfee Sabbatical Recipients
September 23, 2012 | The Durfee Foundation
A list of recommendations solicited from former Sabbatical recipients on how to prepare for and what to expect from a Durfee Foundation Sabbatical. Read More
Great Grants: Cook Family Foundation
June 25, 2012
Tom Cook of the Cook Family Foundation shares his great grant story that sparked the foundation’s strong commitment to early childhood programs. Thanks to the Council of Michigan Foundations for sharing this video from their “Great Grants” member profile series. Read More
Celebrating Milestones in Family Philanthropy: Inspiration for the future
June 20, 2012 | Jason Born
These celebrations may have the added benefits of inspiring the personal philanthropy and volunteer efforts of younger family members and other families, and of providing public attention and recognition of the work of your grantees and other nonprofits in your community. Read More
Serving as a Grantmaker Representative on a Grantee Board
April 24, 2012 | Andras Kosaras
As a condition of receiving grant funds, some grantmakers require that a foundation representative serve on the board of a grantee during the course of a project funded by the foundation. Read More
Policy Central: Grantmaking and Impact Strategy
April 15, 2012
Sample policies and checklists for budgets, site visits, evaluation forms, discretionary grants, and more. Read More
Policy Central: Management, Operations, and Staffing
April 15, 2012
Sample consultant agreements, employee handbooks, personnel and DEI policies, record retention, recruitment, reimbursement, personnel evaluation, and more. Read More
Policy Central Disclaimer Statement
April 15, 2012 | National Center for Family Philanthropy
Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions of these documents at the organizations listed. The National Center for Family Philanthropy cannot be held liable for specific policies or practices that you adopt after reviewing the documents included here. We strongly encourage you to consult with a qualified legal Read More
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