Sample family foundation meeting agenda (Russell Family Foundation)

Posted on April 18, 2000 by Sarah Cavanaugh

5 minutes     Opening Reading A story that reflects one of the values of your foundation (serious or humorous). Focuses Trustees and sets the tone for the meeting. 15–30 minutes    Executive Session What keeps the executive director up at night? Trustees are active listeners, building a trusting relationship with the executive director 1–3 hours    Plenary Session Educational session on a… Read More

Ground Rules for Family Retreat Working Sessions

Posted on April 18, 2000 by Mark Gerzon

Objective: To create a safe environment for open conversation No personal attacks Arrive on time Equal time for speakers Speak briefly, time is limited When others speak, listen—don’t prepare your remarks Listen with intent to understand Be open to others points of view; to outcome; to each person regardless of seniority Treat sessions as confidential Outside the retreat do not… Read More

Getting Oriented

Posted on November 8, 1999 by Council on Foundations

Defining roles, helping new board members make an early contribution, and providing information on the foundation’s operations are all part of an important function that sometimes receives inadequate attention— board orientation. While some foundationsseelittleturnoveramongtrustees,others add several new people each year. New foundations find themselves facing the challenge of bringing a whole group up to working speed. And family foundations struggle… Read More