Investment policy statement (Gogian Family Foundation)
Posted on April 15, 2005 by John Gogian Family Foundation
The investment policy statement for the John Gogian Family Foundation… Read More
Sample
Individual trustee responsibilities (Homer A. and Mildred S. Scott Foundation)
Posted on October 30, 2004 by Homer A. and Mildred S. Scott Foundation
This sample policy from the Wyoming-based Homer A. and Mildred S. Scott Foundation outlines the obligations of an individual board member… Read More
Family Foundation Executive Director Position Description
Posted on October 28, 2004 by Spencer Stuart
A position description for an effective family foundation executive director from SpencerStuart, a leading executive search firm. Includes a summary of the position, major responsbilities, and key selection criteria… Read More
Endowment-related grants policy (Eckerd Family Foundation)
Posted on October 28, 2004 by Eckerd Family Foundation
When there is a deep connection between the work of a nonprofit and the mission of a foundation, an endowment-related grant is sometimes made. This sample policy from the Eckerd Family Foundation covers the criteria for considering an endowment-related grant and examines the amount and evaluation of the grant… Read More
Investment policy statement with focus on socially responsible investing (Needmor Fund)
Posted on April 15, 2004 by Needmor Fund
An investment policy with a special focus on socially responsible investing. From the policy’s introduction: We believe that a foundation lives out its mission and values not only through the organizations it supports, but also by how it uses its assets. Mission related investing is an investment process that considers the social and environmental consequences of investments in addition to… Read More
Leave of absence policy (Roy A. Hunt Foundation)
Posted on December 22, 2003 by Roy A. Hunt Foundation
The purpose of this policy is to provide direction on the practical aspects of implementing a leave of absence, e.g., how a leave of absence is defined, what the expectations are of a temporary successor, the kinds of foundation activities in which temporary successors would participate, how grants are handled when there is no temporary successor… Read More
Policy on reimbursement for expenses for trustees and members (Nord Family Foundation)
Posted on November 4, 2003 by Nord Family Foundation
This policy from the Ohio-based Nord Family Foundation describes their reimbursement for travel and other expenses incurred by trustees and members in activities on behalf of the Foundation. This policy describes the foundation’s objective of covering necessary and reasonable expenses associated with such foundation business… Read More
Policy on reimbursement for attendance at foundation events by children (Nord Family Foundation)
Posted on November 4, 2003 by Nord Family Foundation
This document from The Nord Family Foundation describes the family policy of encouraging full family participation in meetings, retreats, and conferences sponsored or supported by the foundation… Read More
Reimbursement policy for attendance at conferences by trustees and members (Nord Family Foundation)
Posted on November 4, 2003 by Nord Family Foundation
This policy from the Ohio-based Nord Family Foundation provides a detailed description of when and why the foundation will reimburse trustees for expenses incurred while attending philanthropic and grantmaking conferences… Read More
Process for selecting nonfamily trustees (Mary Reynolds Babcock Foundation)
Posted on November 4, 2003 by Mary Reynolds Babcock Foundation
This statement describes the inclusiveness policy used by the North Carolina-based Mary Reynolds Babcock Foundation for identifying and selecting qualified and interested nonfamily trustee candidates to serve on their board of directors… Read More