Knowledge Center | Passages Issue Briefs

Case Study: Navigating a Community Foundation’s Roles Among a Family’s Professional Advisors

February 6, 2017 | Tony Macklin
The Star City Community Foundation has a potential opportunity to work with a generous family planning for a business transition. As is often the case, the information about the opportunity is incomplete. This special case study shares the story of the fictional Lincoln family, and explores the questions, considerations, and challenges facing the community foundation as it works with the Read More
Events & Webinars | Community Foundations Network

Community Foundation Spark Session: The Community Foundation’s Role Among a Family’s Professional Advisors

Most philanthropic families use multiple vehicles and a range of professional advisors to realize their mission and goals – including partnering with community foundations. How should a community foundation understand its role within that “team” of support? What are ways that community foundations add unique value and expertise in this mix? Read More
Knowledge Center | Sample

Community Foundation Spending Policy Example

October 7, 2016 | Anonymous
We adopt an annual spending policy to preserve and build the permanent funds entrusted to us, and to maintain grant levels during periods of down markets. Endowment studies by the Council on Foundations and the Commonfund Institute demonstrate that prudent spending levels allow a fund to grow, while spending more than net returns after inflation reduces the fund’s purchasing power Read More