Search Filter results Search by keyword Results Foundation Start Up Checklist (The Giving Practice, 2020) Sample Policies and Operational Documents January 12, 2020 A start‑up checklist for foundations from The Giving Practice. Investment Policy Statement Template (J.P. Morgan, 2021) Sample Policies and Operational Documents August 10, 2021 An investment policy statement template from the J.P. Morgan. Board Book Policies (Hill-Snowdon Foundation, 2009) Sample Policies and Operational Documents August 1, 2025 A board book policies document from the Hill-Snowdon Foundation. Board Orientation Guidebook TOC (Glenn Family Foundation, 2014) Sample Policies and Operational Documents July 31, 2025 A board orientation guidebook toc document from the Glenn Family Foundation. Trustee Position Description (Blandin Foundation, 2023) Sample Policies and Operational Documents July 31, 2025 A trustee position description document from the Blandin Foundation. Bylaws (Rockefeller Foundation, 2022) Sample Policies and Operational Documents August 4, 2025 A set of bylaws from the Rockefeller Foundation. Audit Committee Charter (William and Flora Hewlett Foundation, 2013) Sample Policies and Operational Documents July 29, 2025 An audit committee charter from the William and Flora Hewlett Foundation. Whistleblower Policy: Reporting of Financial Improprieties (William and Flora Hewlett Foundation, 2013) Sample Policies and Operational Documents August 4, 2025 A whistleblower policy from the William and Flora Hewlett Foundation. Code of Conduct (Anonymous Foundation, 2023) Sample Policies and Operational Documents June 24, 2025 This resource outlines an anonymous foundation’s standards of behavior and ethical expectations for its staff and affiliates. It covers key… Trends 2020: Results of the Second National Benchmark Survey of Family Foundations Report October 17, 2019 This 2020 report is the second in the Trends in Family Philanthropy series. It covers ongoing changes in the field including issues of equity, place-based giving, transparency, the role of the donor, and the question of spend down versus perpetuity. Pagination Show more
Foundation Start Up Checklist (The Giving Practice, 2020) Sample Policies and Operational Documents January 12, 2020 A start‑up checklist for foundations from The Giving Practice.
Investment Policy Statement Template (J.P. Morgan, 2021) Sample Policies and Operational Documents August 10, 2021 An investment policy statement template from the J.P. Morgan.
Board Book Policies (Hill-Snowdon Foundation, 2009) Sample Policies and Operational Documents August 1, 2025 A board book policies document from the Hill-Snowdon Foundation.
Board Orientation Guidebook TOC (Glenn Family Foundation, 2014) Sample Policies and Operational Documents July 31, 2025 A board orientation guidebook toc document from the Glenn Family Foundation.
Trustee Position Description (Blandin Foundation, 2023) Sample Policies and Operational Documents July 31, 2025 A trustee position description document from the Blandin Foundation.
Bylaws (Rockefeller Foundation, 2022) Sample Policies and Operational Documents August 4, 2025 A set of bylaws from the Rockefeller Foundation.
Audit Committee Charter (William and Flora Hewlett Foundation, 2013) Sample Policies and Operational Documents July 29, 2025 An audit committee charter from the William and Flora Hewlett Foundation.
Whistleblower Policy: Reporting of Financial Improprieties (William and Flora Hewlett Foundation, 2013) Sample Policies and Operational Documents August 4, 2025 A whistleblower policy from the William and Flora Hewlett Foundation.
Code of Conduct (Anonymous Foundation, 2023) Sample Policies and Operational Documents June 24, 2025 This resource outlines an anonymous foundation’s standards of behavior and ethical expectations for its staff and affiliates. It covers key…
Trends 2020: Results of the Second National Benchmark Survey of Family Foundations Report October 17, 2019 This 2020 report is the second in the Trends in Family Philanthropy series. It covers ongoing changes in the field including issues of equity, place-based giving, transparency, the role of the donor, and the question of spend down versus perpetuity.