Topic: Board meetings - Page 5

Do we need formal policies on trustee selection, orientation, and evaluation?

Posted on December 11, 2013 by Michael Rion

Although there are no legal requirements, commitment to responsible trusteeship includes ensuring that such policies and procedures appropriate to the size and nature of the board are in place. For many foundations, this may mean nothing more than a mutual understanding between two spouses or siblings that review and evaluation of one another’s actions as trustees is appropriate when needed… Read More

Board Roles and Operating Guidelines (The Needmor Fund)

Posted on November 6, 2012 by Needmor Fund

The Needmor Fund’s written operating guidelines, including a description of board roles and responsibilities, expectations, election and nominations process, opportunities for family involvement, and description of board officer and committee roles and responsibilities… Read More

Creative Agendas for More Effective Family Meetings

Posted on August 12, 2010 by Karie Brown, Marla J. Bobowick

Armed with the tips and ideas in this teleconference, you’ll be able to craft better family meeting agendas that fit the specific needs of your members, keep your meetings on track, ensure you focus on the right things, accomplish your work more effectively and maybe even have some fun!… Read More

Philanthropic Consultants: How to Find and Work with Them

Posted on June 14, 2007 by Jane Pierson, Julie Fisher Cummings

Jane Pierson, president of Cavanaugh Hagan Pierson and Mintz of Washington, DC and Julie Fisher Cummings, managing trustee of the Max M. and Marjorie S. Fisher Foundation, relate their experience in identifying needs for a consultant, finding a great professional, and working effectively with them… Read More

Grantmaking with a Compass: Geographic Dispersion in Philanthropic Families

Posted on December 14, 2006 by Diane Bryant, Nancy Brain

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? Nancy Brain and Diane Bryant, sisters and trustees of the Frances Hollis Brain Foundation, explore how philanthropies can meet the challenges of dispersion… Read More

Policy on reimbursement for expenses for trustees and members (Nord Family Foundation)

Posted on November 4, 2003 by Nord Family Foundation

This policy from the Ohio-based Nord Family Foundation describes their reimbursement for travel and other expenses incurred by trustees and members in activities on behalf of the Foundation. This policy describes the foundation’s objective of covering necessary and reasonable expenses associated with such foundation business… Read More

Policy on reimbursement for attendance at foundation events by children (Nord Family Foundation)

Posted on November 4, 2003 by Nord Family Foundation

This document from The Nord Family Foundation describes the family policy of encouraging full family participation in meetings, retreats, and conferences sponsored or supported by the foundation… Read More

What California Donors Want: In Their Own Voices (Executive Summary)

Posted on October 21, 2003 by Deanne Stone, Jan McElwee

If I has understood how vibrant the field of philanthropy was and how intellectually stimulating the challenges were, I would've gotten engaged earlier… Read More

What California Donors Want: In Their Own Voices

Posted on October 21, 2003 by Deanne Stone, Jan McElwee

California, the country's most populous state and the world's fifth largest economy, has long been considered a bellwether state for national economic and social trends, and this leadership is nowhere more apparent than in the recent, dramatic growth of family philanthropy… Read More

Controversial grants policy (Roy A. Hunt Foundation)

Posted on July 19, 2003 by Roy A. Hunt Foundation

Harmonious agreement on grants is not always possible within a family foundation with diverse granting interests. Trustees sometimes struggle to develop strategies to guide the consideration process when points of view differ. This policy from the Roy A. Hunt Foundation provides a framework for managing “controversial grants” from the family board member perspective… Read More

Do we need formal policies on trustee selection, orientation, and evaluation?

Board meetings

Do we need formal policies on trustee selection, orientation, and evaluation?

Posted on December 11, 2013 by Michael Rion

Board Roles and Operating Guidelines (The Needmor Fund)

Posted on November 6, 2012 by Needmor Fund

Creative Agendas for More Effective Family Meetings

Posted on August 12, 2010 by Karie Brown, Marla J. Bobowick

Philanthropic Consultants: How to Find and Work with Them

Posted on June 14, 2007 by Jane Pierson, Julie Fisher Cummings

Grantmaking with a Compass: Geographic Dispersion in Philanthropic Families

Posted on December 14, 2006 by Diane Bryant, Nancy Brain

Policy on reimbursement for expenses for trustees and members (Nord Family Foundation)

Posted on November 4, 2003 by Nord Family Foundation

Policy on reimbursement for attendance at foundation events by children (Nord Family Foundation)

Posted on November 4, 2003 by Nord Family Foundation

What California Donors Want: In Their Own Voices (Executive Summary)

Posted on October 21, 2003 by Deanne Stone, Jan McElwee

What California Donors Want: In Their Own Voices

Posted on October 21, 2003 by Deanne Stone, Jan McElwee

Controversial grants policy (Roy A. Hunt Foundation)

Posted on July 19, 2003 by Roy A. Hunt Foundation

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