Board assessment, continuity, and renewal

Be Fearless: The 5 Core Principles

Posted on May 5, 2015 by Case Foundation

Those charged with finding or funding solutions to social challenges — philanthropists, government, nonprofits — seem to be moving too slowly and often operating with the same set of tools, concepts and caution of the generations before us. To tackle today's big and ever-changing social challenges, we have to Be Fearless… Read More

Be Fearless: A framework for action

Posted on May 5, 2015 by Case Foundation

A step-by-step guide from the Case Foundation for leaders and organizations that want to be fearless and create transformative change. Inside, you'll find assessment tools, ideas and discussion prompts specially designed for social sector changemakers like you who want to make a greater impact… Read More

Board self-assessment (Siragusa Foundation)

Posted on March 19, 2015 by The Siragusa Foundation

In a continuing effort to evaluate and enhance the work of the Siragusa Foundation’s board of directors and the foundation, Siragusa board members are asked to assess their experience and make suggestions for the future every two years via the attached form. This self-assessment aligns with the board job description and service pledge… Read More

Transformation, Transparency, and Ongoing Learning: Focusing Your Foundation’s Approach and Strategy

Posted on February 12, 2015 by Mirellise Vazquez, Ronelle P. Swagerty

This webinar will take an in-depth look at the experiences and lessons learned of the Tauck Family Foundation as it engaged in a re-think of its programs and strategies, resulting in a newly adaptive approach, strong relationships with its core investees, a laser-like focus on “what works,” and a commitment to ongoing learning and continuous improvement… Read More

Toeing the Line: Legal Pitfalls in Family Foundation Governance

Posted on December 11, 2014 by Andrew Schulz

Should we accept those tickets to the opening of the new local theater that just arrived in the mail? Can our family office charge our foundation for rent? Is it o.k. for us to pay Uncle Bob to manage the foundation’s investment portfolio? Can we make a grant to our family's donor advised fund to help make year-end payout requirements? … 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

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

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