Knowledge Center | Sample

Conflict of Interest and Self-Dealing Policy

August 20, 2015 | Anonymous
_________ Foundation Policies and Procedures Conflict of Interest and Self-Dealing Purpose This policy provides guidance on dealing with two common issues faced by the Foundation’s Trustees and staff: self-dealing (issues involving financial gains) and conflicts of interest (issues involving personal motivations and loyalties). It protects the Foundation’s tax-exempt status and reputation and protects the Trustees and staff from IRS penalties Read More
Knowledge Center | Sample

Program Grants and Committees policies and procedures

August 20, 2015 | Anonymous
__________ Foundation Policies and ProceduresProgram Grants and Committees BackgroundThe original policies and procedures (articles 1 – 18) for program grants and committees were approved individually by each program committee (i.e., the Community Development, Environment, and Youth Violence Prevention program committees) prior to their presentation to Trustees at the November 2000 meeting. It was noted at that meeting that each committee Read More
Knowledge Center | Sample

Conflict of Interest Policy Template

This Policy is to protect the interests of The ______ Foundation by: (i) preventing the personal interest of Members, Directors, Officers, Employees or Independent Contractors from interfering with the performance of their duties to the Foundation and (ii) avoiding any inappropriate personal financial, professional or political gain on the part of such persons at the expense of the Foundation. Read More
Knowledge Center | Sample

Andrus youth service program application

July 27, 2015 | Andrus Family Fund
A sample application from a family foundation inviting next gen family members who are interested in participating in the family’s formal philanthropy program to share what excites and inspires them to give back to their community. Includes a sample cover letter explaining the overall goals of the youth service program. Read More
Knowledge Center | Sample

Code of ethics (sample)

June 19, 2015
__________ Foundation, Inc. (the “Organization”) seeks to integrate the personal style and flexibility of a charitable endeavor with the best practices of the nonprofit community. With this goal in mind, the following standards have been adopted to guide the directors, officers, and employees in their conduct of all Organization business. The Mission of the Organization: Catalyzing the economic development of Read More
Events & Webinars | Conferences and Workshops

Leading by Design: a Special Retreat for Family Foundation CEOs

The role of a family foundation CEO is unique, often bridging generations of family members, community leaders, staff, advisors and partners. Expectations can be challenging to meet and boundaries are sometimes vague and ever-changing. Success in this role requires a cadre of specialized leadership skills. This retreat will help you identify the roles essential to your position—and envision them with Read More

Angie Hong

May 26, 2015
Angie Hong formerly served as program coordinator for the National Center for Family Philanthropy, where she supported the development and organization of programs, services, and strategies that advance the practice of family philanthropy. Angie previously served in a variety of international development positions in Uganda and Nicaragua where she assisted with alternative care for children and health development. Before this, Read More