Contributions

Sample family foundation meeting agenda (Russell Family Foundation)

Posted on April 18, 2000 by Sarah Cavanaugh

5 minutes     Opening Reading A story that reflects one of the values of your foundation (serious or humorous). Focuses Trustees and sets the tone for the meeting. 15–30 minutes    Executive Session What keeps the executive director up at night? Trustees are active listeners, building a trusting relationship with the executive director 1–3 hours    Plenary Session Educational session on a… Read More

Ground Rules for Family Retreat Working Sessions

Posted on April 18, 2000 by Mark Gerzon

Objective: To create a safe environment for open conversation No personal attacks Arrive on time Equal time for speakers Speak briefly, time is limited When others speak, listen—don’t prepare your remarks Listen with intent to understand Be open to others points of view; to outcome; to each person regardless of seniority Treat sessions as confidential Outside the retreat do not… Read More

Guidelines to help prudent investment committees

Posted on October 29, 1999 by John E. Craig Jr.

Seven guidelines for prudent investment committees emerge from this analysis of the determinants of a foundation endowment’s performance: 1. Delegate responsibility for as many investment decisions as possible to professionals. It is unreasonable to expect a part time, voluntary committee to deliver the same level of performance achievable by full-time investment professionals. The economies-of-scale of investment management are such that… Read More

Discretionary grants program (Healthcare Initiatives Foundation)

Posted on October 17, 1999 by Healthcare Initiatives Foundation

On October 26, 1999, the Board of Trustees of the Healthcare Initiatives Foundation established the Trustees’ Choice Award program. The program recognizes the volunteer service of members of the Board of Trustees by allowing them to recommend discretionary grants to qualified recipients. The amount that may be awarded by each Trustee on an annual basis is $10,000. The amount is… Read More

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