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Directors and Officers Liability Insurance and Indemnification (Council on Foundations, 2007)

Sample Policies and Operational Documents

July 31, 2025

A directors and officers liability insurance and indemnification document from the Council on Foundation.

Igniting the Spark: Creating Effective Next Gen Boards

Guide

June 17, 2013

Kevin Laskowski Katie Marcus Reker Andrea Hernandez Rodriguez

This Passages Issue Brief introduces an increasingly popular method for preparing the next generation for philanthropic service: the next…

Fiduciary Responsibilities and Legal Basics in Family Philanthropy

Webinar

August 16, 2023

What are the basic fiduciary duties, governance policies, and legal responsibilities that each family philanthropy board member must…

Conflict of Interest (The Kresge Foundation, 2019)

Sample Policies and Operational Documents

July 31, 2025

This document outlines the Kresge Foundation’s policies for identifying, disclosing, and managing actual or potential conflicts of interest…

RFP for Investment Advisors (AJL Foundation, 2018)

Sample Policies and Operational Documents

May 5, 2018

An RFP to hire Investment Advisors for The AJL Charitable Foundation, including questions related impact investing and other areas.

Participatory Grantmaking

Webinar

June 9, 2022

What is participatory grantmaking, and why are funders utilizing this method of community-led grantmaking? What are some case studies of family-led philanthropies that have successfully used a participatory grantmaking approach? Learn how funders engage community members in the decision-making process and what strategies have been successful.

Evolving Your Family Philanthropy: Staffing Structures

Webinar

August 12, 2025

Which staffing models will work best for your family philanthropy? How can the right structure enhance the effectiveness and efficiency of…

Meeting the Moment Part Three: Shifting Power & Participatory Practices

Webinar

October 8, 2024

How can funders engage the communities they serve in a meaningful way? Which participatory principles are right for your family philanthropy…

2015 NCFP Trends in Family Philanthropy: Results of the First National Benchmark Survey of Family Foundations

Report

December 6, 2015

This report, conducted by the Urban Institute in partnership with the National Center for Family Philanthropy, shares results and key…

Splendid Legacy 2: Creating and Re-Creating Your Family Foundation

Book

January 9, 2017

Virginia M. Esposito

When your family decides to create a foundation, you’ll face a number of important choices that will guide your philanthropy for decades to…

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