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Section 4: Resource 3

Assessment, Renewal, and Engaging the Next Generation: Sample Policies and Practices

Here you will find a collection of sample policies and practices related to assessment, renewal, and engaging the next generation in a family foundation. For a wide variety of additional sample statements and other resources, current NCFP Friends are invited to login to Policy Central: Grantmaking and Strategy. Looking for a sample policy or practice that is not here? Contact NCFP at ncfp@ncfp.org.

Read (5 minutes)
Board Member Application/Nomination Form This "G3 Board Member Application/Nomination Form" from the Russell Family Foundation provides questions to ask younger family members interested in learning more about board service.
Read (5 minutes)
Board Orientation Manual A sample orientation manual created by GMA Foundation describing best practices and legal requirements for service as a trustee or board member.
Read (5 minutes)
Next Gen Advisory Board Policies and Principles Guiding principles, job descriptions, and timeline for the Tracy Family Foundation's Next Generation Advisory Board.
Read (5 minutes)
Discretionary Grants Policy A sample discretionary grants policy from the Kinsman Foundation.
Read (5 minutes)
Policy on Reimbursement for Attendance at Foundation Events by Children 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 (5 minutes)
Matching Gift Program This statement describes the Nord Family Foundation's matching gift program for family members, trustees, and staff.