Sample

Advisory board member roles and responsibilities

Posted on December 8, 2014

The Sample Family Foundation’s Declaration of Trust designates two groups of participants: (1) “Trustees,” all of whom are currently family members and who vote on grants and issues of governance; and (2) “Advisors” who serve in an advisory capacity without voting power. Advisors are appointed to three-year terms that may be renewed until the Advisor reaches the age of seventy-five… Read More

Mission Related Investments Policy (Mary Reynolds Babcock Foundation)

Posted on October 16, 2014 by Mary Reynolds Babcock Foundation

The field of mission investing is changing rapidly, and the Foundation is in the process of learning and implementing criteria for investments that are consistent with our purpose and values.  Our Investment Committee considers options for market-rate Mission-Related Investments (MRIs) when it reviews asset allocation and conducts new manager searches. MRIs are expected to achieve competitive financial returns and meet… Read More

Principles of best practice for grantees (Independent Sector)

Posted on October 10, 2014 by Independent Sector

There are many established standards or Principles of Best Practice relative to nonprofit organizations’ accountability, ethical practices, governance, finance, programming and public disclosure.  On the Independent Sector’s website, you will find a comprehensive compilation of standards of best practices developed for nonprofits, the Compendium of Standards, Codes, and Principles of Nonprofit and Philanthropic Organizations.  After a review of many of… Read More

Sample CEO Performance Reviews

Posted on October 8, 2014 by National Center for Family Philanthropy

A collection of sample CEO performance reviews collected in the NCFP Guide, Performance Review: The Complete Guide to Evaluating the Family Foundation CEO. CEO reviews are provided from the following family foundations: The Clowes Fund Max M. & Margorie S. Fisher Foundation Knott Foundation Jessie Smith Noyes Foundation Roy A. Hunt Foundation  … Read More

Investment Policy Statement (Hattie M. Strong Foundation)

Posted on July 29, 2014

The purpose of this Investment Policy Statement is to: Document and formalize Hattie M. Strong Foundation investment philosophy, portfolio goals, expectations, objectives and guidelines; Set forth specific process and asset allocation targets for managing the portfolio to achieve the Foundation’s goals; Establish rebalancing guidelines to manage portfolio risk; Facilitate effective communication between investment professionals and the Foundation’s governing board; Comply… Read More

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