Investment Policy Statement Template (JP Morgan, 2021)
Posted on August 10, 2021 by J.P. Morgan
An investment policy statement template from the JP Morgan… Read More
Sample
Menu of Communication Platforms
Posted on August 3, 2021 by Stupski Foundation
This document shows the options for how the Stupski Foundation uses communications to elevate the work of its grantees. Community members and grantee partners can reach out to the foundation to collaborate through social media, the newsletter, and more… Read More
Family Foundation Board Meeting Feedback Survey (Beker Foundation, 2021)
Posted on July 12, 2021
Questions for an online survey developed by a CEO to get feedback from the board on the format, agenda, and prep time required for a family foundation board meeting… Read More
Board Candidate Interview Questions (Panta Rhea Foundation, 2020)
Posted on July 9, 2021
A board candidate interview questions document from the Panta Rhea Foundation… Read More
Community Board Member Profile (Panta Rhea Foundation, 2020)
Posted on July 9, 2021
Job description for community board members of the Panta Rhea Foundation… Read More
Community Board Member Interest Form (Panta Rhea Foundation, 2020)
Posted on July 9, 2021
A community board member interest form document from the Panta Rhea Foundation… Read More
Community Board Member Recruitment Update and Timeline
Posted on July 9, 2021
Memo and timeline describing the Panta Rhea Foundation’s recruitment process to invite and select community board members… Read More
Board Meeting Evaluation Form (JF Maddox, 2020)
Posted on March 30, 2021
A board meeting evaluation form document from the JF Maddox… Read More
Matching Grant Policy (Tracy Family Foundation, 2020)
Posted on February 2, 2021
A matching grant policy from the Tracy Family Foundation… Read More
Amended and Restated Bylaws (Tracy Family Foundation, 2019)
Posted on February 2, 2021 by Tracy Family Foundation
Amended and restated bylaws of the Tracy Family Foundation, including descriptions of committee structure, officer roles and responsibilities, quorums and voting procedures, and member rights and procedures… Read More