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Grant Levers Template (Anonymous Foundation, 2024)

  • About
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  • Programs & Services
    • Overview
    • Upcoming Events & Webinars
    • Recent Events
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    • 2025 Family Philanthropy Leadership Retreat
    • Legal Referral Services
  • Knowledge Center
    • Overview
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    • The Family Giving Lifecycle
    • Resources
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    • Policy Central
    • The NCFP Guide for Effective Family Philanthropy
    • Trends in Family Philanthropy
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Grant Levers Template (Anonymous Foundation, 2024)

Posted on July 31, 2025

A grant levers template document from an anonymous foundation… Read More

Allocation of Responsibilities Family vs. Community Board Members (NCFP, 2024)

Posted on July 31, 2025

An allocation of responsibilities family vs. community board members document from NCFP… Read More

Family Foundation Board Decision Making Matrix (NCFP, 2024)

Posted on July 31, 2025

A family foundation board decision making matrix document from NCFP… Read More

Directors and Officers Liability Insurance and Indemnification (Council on Foundations, 2007)

Posted on July 31, 2025

A directors and officers liability insurance and indemnification document from the Council on Foundation… Read More

D and O Insurance Terminology (G2 Insurance, 2021)

Posted on July 31, 2025

A Directors and Officers insurance terminology document from G2 Insurance… Read More

Conflict of Interest Policy (Self Family Foundation, 2002)

Posted on July 31, 2025

A conflict of interest policy document from the Self Family Foundation… Read More

Conflict of Interest Policy (Packard Foundation, 2003)

Posted on July 31, 2025

A conflict of interest policy document from the Packard Foundation… Read More

Conflict of Interest and Self Dealing Policy (Brinson Foundation, 2023)

Posted on July 31, 2025

A conflict of interest and self dealing policy document from the Brinson Foundation… Read More

Board Composition Analysis (Ausherman, 2022)

Posted on July 31, 2025

A board composition analysis document from the Ausherman Family Foundation… Read More

Code of Conduct (Switzer Foundation, 2023)

Posted on July 31, 2025

A code of conduct document from the Switzer Foundation… Read More

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