Policy Central: Investing, Impact Investing, and Spending Policies
Posted on April 15, 2012
Sample investment, impact investing and spending policies and practices. … Read More
Sample
Policy Central: Sample Position Announcements and Job Descriptions
Posted on April 15, 2012
Sample position descriptions for many of the most common - as well as a number of not-so-common - staff positions in family philanthropy. … Read More
Policy Central: Getting Started with Family Philanthropy
Posted on March 27, 2012
Sample bylaws, legacy statements, and values and mission statements, along with resources on choice of philanthropic vehicle and governance structures… Read More
G3 Board Service Policy (Russell Family Foundation)
Posted on February 9, 2012 by Richard Woo
This policy, developed by the Russell Family Foundation, describes the expectations, eligiblity requirements, and pathways for becoming a board member for 3rd generation Russell family members… Read More
Spending Policy (The Wallace Foundation, 2012)
Posted on January 13, 2012 by The Wallace Foundation
A spending policy from the The Wallace Foundation… Read More
Sample family foundation bylaws: Family branch representation
Posted on August 4, 2011
A sample statement of bylaws which includes a description of how various branches of the family shall be represented on the foundation’s board of directors… Read More
Family Foundation Bylaws
Posted on August 4, 2011
Sample bylaws for a family foundation… Read More
Trustee Orientation Guidelines (Hill Snowdon Foundation, 2011)
Posted on August 4, 2011 by Hill-Snowdon Foundation
A trustee orientation guidelines document from the Hill Snowdon Foundation… Read More
Sixth generation programs (Lumpkin Family Foundation)
Posted on July 6, 2011 by Lumpkin Family Foundation
Provides a chart of the Lumpkin Family Foundation’s programming by generation along with descriptions of each program… Read More
Next generation individual outreach plan (Lumpkin Family Foundation)
Posted on July 3, 2011 by Lumpkin Family Foundation
This worksheet from the Lumpkin Family Foundation of Illinois provides year-by-year tips and examples of strategies for engaging next generation members from birth until the age of 21… Read More