Topic: Board selection, training, roles, and responsibilities - Page 10

Investment Policy (The Wallace Foundation, 2021)

Posted on June 18, 2014 by The Wallace Foundation

The investment goal of The Wallace Foundation (the Foundation) is to earn a total return that will provide a steady stream of income to fund the grant making and operations of the Foundation in support of its mission while preserving the real or inflation-adjusted value of the Foundation’s total investment assets (the Total Portfolio) over long periods of time… Read More

Diversity, inclusion and effective philanthropy

Posted on May 24, 2014 by Rockefeller Philanthropy Advisors

Part of the Philanthropy Roadmap series, this guide aims to explain how diversity and inclusion can be used as practical considerations for getting better results. Diversity is the practice of including a full range of perspectives, ideas and experience in philanthropic decision-making. Inclusion seeks the participation of individuals from diverse backgrounds in the process… Read More

Donor Decisions: Choosing Your Vehicles for Family Philanthropy

Posted on May 15, 2014 by National Center for Family Philanthropy

As a philanthropic individual or family, it all starts with you. Depending on your vision and goals, you have many choices available to you for establishing a family philanthropy. This brief slideshow introduces several of the most commonly used vehicles for family philanthropy… Read More

Preparing young adults for involvement in the family’s philanthropy

Posted on May 15, 2014 by National Center for Family Philanthropy

There are a number of strategies for teaching young adults about family philanthropy, and preparing them to become involved. This slideshow provides several suggestions for families thinking about how to build and engage a new generation of philanthropic leadership… Read More

Seventeen ways grantmakers can make a difference

Posted on May 15, 2014 by National Center for Family Philanthropy

Grantmaking—your most powerful tool. Generally, grantseekers submit a proposal to the board to fund a specific project and, if approved, receive a check from the foundation. While this is the most common type of grant, it is only one of many ways foundations can offer support to grantees. … Read More

Five strategies for managing transitions in family philanthropy

Posted on May 15, 2014 by National Center for Family Philanthropy

This slide show, adapted from "Generations of Giving," provides tips and strategies for managing each of the above types of transition in family philanthropy… Read More

The basic rules for governing a family foundation

Posted on May 15, 2014 by National Center for Family Philanthropy

As a family foundation donor or trustee, you have a variety of important responsibilities as well as prohibited activities. For more information on legal requirements, see this special slide show on “The Basic Rules for Governing a Family Foundation,” based on our best-selling Trustee Notebook by Robert Hull. … Read More

Top trends in family philanthropy

Posted on May 15, 2014 by National Center for Family Philanthropy

What are the most important trends in family philanthropy? Where is the field headed, where has it been, and what will the new generation of family philanthropy leaders be concerned about when making decisions related to the management, governance, and grantmaking priorities of their organizations? … Read More

Twelve qualities of the good trustee

Posted on May 15, 2014 by John Nason

Determining the process for choosing trustees to act as stewards of your philanthropy’s assets is one of the most important decisions you must make. The slideshow below will take you through the twelve qualities of a good trustee… Read More

So you want to be a family foundation trustee?

Posted on May 12, 2014 by National Center for Family Philanthropy

Do you have younger family members who are interested in learning more about whether being a family foundation trustee is right for them? Are you looking for a quick and fun way to introduce them to concept of stewardship and the demands and possible challenges of being a foundation board member? Then this 5-minute video is right for you!… Read More

Investment Policy (The Wallace Foundation, 2021)

Board selection, training, roles, and responsibilities

Investment Policy (The Wallace Foundation, 2021)

Posted on June 18, 2014 by The Wallace Foundation

Diversity, inclusion and effective philanthropy

Posted on May 24, 2014 by Rockefeller Philanthropy Advisors

Donor Decisions: Choosing Your Vehicles for Family Philanthropy

Posted on May 15, 2014 by National Center for Family Philanthropy

Preparing young adults for involvement in the family’s philanthropy

Posted on May 15, 2014 by National Center for Family Philanthropy

Seventeen ways grantmakers can make a difference

Posted on May 15, 2014 by National Center for Family Philanthropy

Five strategies for managing transitions in family philanthropy

Posted on May 15, 2014 by National Center for Family Philanthropy

The basic rules for governing a family foundation

Posted on May 15, 2014 by National Center for Family Philanthropy

Top trends in family philanthropy

Posted on May 15, 2014 by National Center for Family Philanthropy

Twelve qualities of the good trustee

Posted on May 15, 2014 by John Nason

So you want to be a family foundation trustee?

Posted on May 12, 2014 by National Center for Family Philanthropy

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