Contributions

A Colleague’s Perspective on Trustee Orientation

Posted on November 8, 2014

“Becoming a trustee of a family foundation can be a complex, confusing and confounding experience. Suddenly you are thrust into a room full of persons whom you thought you knew, but now they are all in different roles.” So begins the introduction to this first-person account of the value of a thoughtful and comprehensive trustee orientation program… Read More

The 2014 Trustee Education Institute: An intensive seminar for family foundation trustees

Posted on September 24, 2014 by Glen Galaich, Virginia M. Esposito, Susan Crites Price, Ami Aronson, Andrew Schulz, Kelly Sweeney McShane, Kristin Pauly, Leonor Alfonso, Maegan Scott, Mary Phillips

DOWNLOAD COMPLETE 2014 AGENDA HERE – SEE SPEAKER LIST AND BIOS BELOW NCFP’s Trustee Education Institute provides a comprehensive introduction to all of the key legal, investment, ethical, grantmaking, and family dynamics issues facing family foundation board members. Featuring a faculty made up of NCFP’s senior staff and highly respected philanthropy experts, this three day, intensive seminar will cover: What does… Read More

Navigating Leadership Transitions in Family Philanthropy

Posted on June 12, 2014 by Virginia M. Esposito, Betsy Brill, Dean Phillips, Dinaz Mansuri, Patrick Troska

Every family philanthropy experiences the joy, the sadness, the complexity, and the energy of transitions. Moving toward new leadership in the family can be difficult, emotional, and sometimes frustrating. However, when it is done deliberately and thoughtfully, these times of transition can also be positive for all involved. … Read More

A Legacy Lives On: the Kaplan Family Foundation’s Successful Leadership Transition

Posted on December 18, 2013 by Dinaz Mansuri, Mollie Bunis

[Photo: Members of the next generation of the Kaplan family gather to discuss strategy.] Ask any family member and they are usually able to identify the current family leader. This is the person around whom everyone gathers; the person who takes responsibility for family networking, intervenes in family disputes, reminds others of the family’s history and generally serves as the… Read More

How Should We Choose Trustees when There is a Vacancy?

Posted on December 11, 2013 by Michael Rion

Apart from some minimal requirements of state law (e.g., mental competency), there are no legal mandates about the process of choosing trustees. In some cases, especially in small foundations with very few family members, succession may be directed in the by-laws and/or by custom so that, for example, direct descendants are “in line” as the successor trustees.  When trustees have… Read More

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