Staff Workshop Survey
Posted on January 15, 2021 by S. D. Bechtel, Jr. Foundation
This sample survey from the S. D. Bechtel, Jr. Foundation asks about preferences regarding staff workshops and professional development… Read More
Sample
Contributions
Organizational Norms: Activating Values
Posted on January 15, 2021 by S. D. Bechtel, Jr. Foundation
This is an internal presentation from the S. D. Bechtel Jr. Foundation on organizational norms and values… Read More
Career Development Fund Request
Posted on January 15, 2021 by S. D. Bechtel, Jr. Foundation
This sample is an application for educational assistance under the Career Development Fund at the S. D. Bechtel Jr. Foundation… Read More
Transition Assistance Policy
Posted on January 15, 2021 by S. D. Bechtel, Jr. Foundation
To mitigate the effects of the spend down and with an aim to retain talent, the S. D. Bechtel, Jr. Foundation has adopted a Transition Assistance Fund Policy (the “TAF Policy”), which is a combined retention and severance program. The TAF Policy rewards those who remain with the Foundation during this time of transition by offering attractive benefits to employees… Read More
Examples of Mission, Vision, and Values Statements from Family Foundations
Posted on December 1, 2020 by National Center for Family Philanthropy
This collection of sample mission, vision, or values statements is from NCFP’s Friends of the Family network and others and are shared as examples only. If you have sample statements that you would like to share, please contact ncfp@ncfp.org… Read More
Interim Budget Reporting Form
Posted on October 13, 2020
Interim Budget Reporting Form with instructions from the The Peter and Elizabeth C. Tower Foundation… Read More
Investment Policy Statement (AJL Foundation)
Posted on August 18, 2020
Investment policy statement from the Colorado-based AJL Foundation… Read More
Investment Policy Statement (The New York Foundation)
Posted on August 18, 2020
Investment policy guidelines from the New York Foundation… Read More
Marin Community Foundation Non-Discrimination Letter
Posted on June 10, 2020 by Marin Community Foundation
In an effort to screen grantees and avoid funding hate groups, Marin Community Foundation has a non-discrimination statement that they require grantees to sign prior to releasing funds… Read More
Sample Bylaws for a Limited Life Foundation (Robina, 2010)
Posted on April 24, 2020 by Robina Foundation
These bylaws for the Robina Foundation layout the specific intentions of the donor to spend out the foundation at a defined point in time following the donor's death… Read More
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