Diversity and inclusion

Fiduciary Guide to Investing with Diverse Asset Managers and Firms

Posted on July 25, 2017 by Jenna Weinberg, Simon Greer

This guide is designed for institutional investors (trustees and staff), primarily of public, corporate, faith, and labor union pension funds, as well as foundation and university endowments, who are interested in exploring the possibilities of investing institutional assets with diverse-owned asset management firms… Read More

This content is for Network Partner: Community Foundations subscribers only.

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Community Foundations Family Philanthropy Network Topical Call: Authentically Engaging Diverse Donors (January 2017)

Posted on January 10, 2017 by Foundation for the Carolinas, Tony Macklin

A conversation about authentically engaging diverse donors (asset development with a DEI lens). Martin Acevedo, Director of Development and Inclusive Philanthropy for the San Antonio Area Foundation, and David Snider,Vice President and Program Officer for the Foundation for the Carolinas, help kick off the conversation… Read More

Trends in Family Philanthropy: A Conversation with NCFP Fellows Katherine Lorenz and Doug Bitonti Stewart

Posted on December 8, 2016 by Virginia M. Esposito, Katherine Lorenz, Doug Bitonti Stewart

This webinar features two of the field’s emerging leaders, former NCFP Fellows Katherine Lorenz & Doug Bitonti-Stewart. Doug and Katherine will reflect on a variety of issues they have explored with NCFP and will discuss important trends in the field at large. Moderated by NCFP President Ginny Esposito, their conversation highlights issues and topics of interest to all family funders,… Read More

What I wish my parents had told me: An interview with Susan Packard Orr

Posted on October 13, 2016 by Virginia M. Esposito, Susan Packard Orr

Susan Packard Orr of the David and Lucile Packard Foundation describes the seven key things she wishes her parents had told her about their philanthropic goals and dreams in hopes that other families may see the value in discussing these issues while the founders are still present. … Read More

Tackling Racial Justice: Why, How and So What?

Posted on October 4, 2016 by National Committee for Responsive Philanthropy

The Summer 2016 edition of the National Committee on Responsive Philanthropy's quarterly journal showcases four essays on the topics of: racial justice and community-centered philanthropy. … Read More

Guiding Questions to Advance Racial Diversity in an Organization

Posted on June 30, 2016 by Z. Smith Reynolds Foundation

A series of discussion questions for nonprofit organizations designed to help board and staff identify: How organizatinal polcies and procedures may hinder or impact racial diversity within the organization, and An agreed upon process for moving towards meeting diversity goals. … Read More

How can board members stay connected across time zones and significant distances?

Posted on June 9, 2016 by National Center for Family Philanthropy

As families grow, geographic dispersion of family and board members will become a common challenge. Each and every family must figure out a strategy that is right for you. Kelly Nowlin, family trustee of the Surdna Foundation, suggests the following, “The executive director or president of the foundation can make trips to dispersed board members and schedule one-on-one time to… Read More

Annual Report Message: Diversity, Equity, Inclusion (The Collins Foundation)

Posted on June 8, 2016 by The Collins Foundation

2015 was an eventful year at The Collins Foundation. One of our board members announced his retirement, and we completed a major planning effort to incorporate diversity, equity, and inclusion (DEI) more deeply into our organization and grantmaking. An overview of our plan appears later in this annual report. … Read More

Diverse and Dispersed: Managing a Far-Flung Family

Posted on May 12, 2016 by Berit Ashla, Kelly D. Nowlin, Lisa Parker

In our increasingly mobile society, family philanthropies once defined by their proximity now encounter a new obstacle: geography. How does geography affect a philanthropy’s mission? How do you keep the family and the philanthropy together? And how do families take advantage of diverse perspectives on key issues within the family?… Read More

How do we ensure that the family will not lose “control” of the foundation over time?

Posted on May 3, 2016 by National Center for Family Philanthropy

There are a variety of strategies that family foundations around the country have used to retain control while engaging non-family board members in their work. These strategies may be used alone or in combination, and may include the following: Strategy 1: Create term limits for current board members. A technique used by many family foundations, term limits can be a… Read More

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Fiduciary Guide to Investing with Diverse Asset Managers and Firms

Diversity and inclusion

Fiduciary Guide to Investing with Diverse Asset Managers and Firms

Posted on July 25, 2017 by Jenna Weinberg, Simon Greer

Community Foundations Family Philanthropy Network Topical Call: Authentically Engaging Diverse Donors (January 2017)

Posted on January 10, 2017 by Foundation for the Carolinas, Tony Macklin

Trends in Family Philanthropy: A Conversation with NCFP Fellows Katherine Lorenz and Doug Bitonti Stewart

Posted on December 8, 2016 by Virginia M. Esposito, Katherine Lorenz, Doug Bitonti Stewart

What I wish my parents had told me: An interview with Susan Packard Orr

Posted on October 13, 2016 by Virginia M. Esposito, Susan Packard Orr

Tackling Racial Justice: Why, How and So What?

Posted on October 4, 2016 by National Committee for Responsive Philanthropy

Guiding Questions to Advance Racial Diversity in an Organization

Posted on June 30, 2016 by Z. Smith Reynolds Foundation

How can board members stay connected across time zones and significant distances?

Posted on June 9, 2016 by National Center for Family Philanthropy

Annual Report Message: Diversity, Equity, Inclusion (The Collins Foundation)

Posted on June 8, 2016 by The Collins Foundation

Diverse and Dispersed: Managing a Far-Flung Family

Posted on May 12, 2016 by Berit Ashla, Kelly D. Nowlin, Lisa Parker

How do we ensure that the family will not lose “control” of the foundation over time?

Posted on May 3, 2016 by National Center for Family Philanthropy

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