Discretionary grants policy (Emily Hall Tremaine Foundation)
Statement describing the philosophy and purpose of discretionary grants made by the Connecticut-based Tremaine Foundation. Read More
Discretionary grant letter (Stocker Foundation)
October 27, 2003 | Stocker Foundation
Sample letter acknowledging a trustee discretionary grant made to a nonprofit. Read More
What California Donors Want: In Their Own Voices (Executive Summary)
October 21, 2003 | Deanne Stone, Jan McElwee
If I has understood how vibrant the field of philanthropy was and how intellectually stimulating the challenges were, I would've gotten engaged earlier. Read More
What California Donors Want: In Their Own Voices
October 21, 2003 | Deanne Stone, Jan McElwee
California, the country's most populous state and the world's fifth largest economy, has long been considered a bellwether state for national economic and social trends, and this leadership is nowhere more apparent than in the recent, dramatic growth of family philanthropy. Read More
Controversial grants policy (Roy A. Hunt Foundation)
July 19, 2003 | Roy A. Hunt Foundation
Harmonious agreement on grants is not always possible within a family foundation with diverse granting interests. Trustees sometimes struggle to develop strategies to guide the consideration process when points of view differ. This policy from the Roy A. Hunt Foundation provides a framework for managing “controversial grants” from the family board member perspective. Read More
Discretionary grant trustee application form (General Service Foundation)
June 3, 2003 | General Service Foundation
This form is used by the Colorado-based General Service Foundation to help manage requests and referrals from individual trustees for discretionary grants to be made by the foundation. Read More
Successful Succession: Inspiring and Preparing New Generations of Charitable Leaders
April 4, 2003 | Virginia M. Esposito
This Passages issue paper describes why, when, and how your family foundation’s board can prepare the next generation for charitable service. These practical and proven strategies will be of interest to any family thinking about or going through a succession process. Read More
Qualities of the Good Trustee
November 4, 2002 | John Nason
In ‘Foundation Trusteeship: Service in the Public Interest,’ John Nason revisited his exploration of the role of philanthropic governance that he began in his 1977 landmark book, ‘Trustees and the Future of Foundations.’ In his second volume, Nason offered a list of the ten qualities of a good trustee, provided here. Read More
Obtaining directors and officers liability insurance
October 31, 2002 | National Center for Family Philanthropy
Every foundation should consider obtaining insurance coverage for its trustees and officers. This insurance – commonly known as directors and officers or D&O insurance – should cover defense costs as well as any damages, taxes, or fines that must be paid. Read More
Internship application (Z. Smith Reynolds Foundation)
October 30, 2002 | Z. Smith Reynolds Foundation
Application for an internship at the North Carolina-based Z. Smith Reynolds Foundation. Read More
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