Code of Ethics (Annenberg Foundation, 2024)

Posted on July 8, 2025

This document outlines the foundation’s core values and guiding principles for ethical behavior, accountability, and integrity. It covers expectations for staff, trustees, and volunteers across areas such as professional conduct, legal compliance, responsible stewardship, transparency, inclusiveness, and grantmaking. The code serves as a framework for maintaining trust, aligning with the foundation’s mission, and promoting a respectful, productive, and ethical working… Read More

Trustee Pledge of Service and Code of Conduct (Frey Foundation, 2023)

Posted on July 8, 2025

This resource outlines the responsibilities, guiding principles, and behavioral expectations for trustees of the Frey Foundation. It describes standards related to decision-making, confidentiality, conflict of interest, engagement in the community, and a commitment to act in the best interests of the Foundation. The document serves as a framework for trustees to carry out their duties with integrity, accountability, and a… Read More

Code of Conduct (Anonymous Foundation, 2023)

Posted on June 24, 2025

This resource outlines an anonymous foundation’s standards of behavior and ethical expectations for its staff and affiliates. It covers key areas such as professionalism, confidentiality, conflict of interest, self‑dealing, and fiduciary duties. The document also includes policies and procedures for disclosure, review, and enforcement to ensure integrity, accountability, and compliance across the organization… Read More

Code of Conduct (Packard Foundation, 2023)

Posted on June 24, 2025

This resource from the David and Lucile Packard Foundation outlines its core values, responsibilities, and standards of behavior for trustees. It describes their role in guiding the foundation’s strategy, serving as stewards of its resources, maintaining legal and ethical compliance, and fostering a culture of integrity, collaboration, and respect… Read More

Example Statements on Sunsetting a Family Foundation

Posted on June 11, 2025

A growing number of donors and foundation boards are sharing statements clarifying their reasons and goals for spending down. In this document we share some of our favorites including examples from: • The Compton Foundation • Rogers Family Foundation • Stupski Foundation • Edna McConnell Clark Foundation… Read More