Thinking Ahead for Your Family Foundation
Posted on February 28, 2013 by Mary Phillips
Ten ways to plan for board continuity and succession… Read More
Board assessment, continuity, and renewal
Family Foundation CEO Assessment – Board Appraisal Form (Graustein Memorial Fund)
Posted on February 6, 2013 by William C. Graustein
A board performance appraisal form developed by the board and staff of the William Caspar Graustein Memorial Fund to assist in the annual performance review process for the Fund’s executive director. To be used in conjunction with the Fund’s Executive Director Self-Assessment Questionnaire… Read More
Family Foundation CEO Self-Assessment Questions (Graustein Memorial Fund)
Posted on February 6, 2013 by William C. Graustein
A list of self-assessment questions developed by the board and staff of the William Caspar Graustein Memorial Fund to assist in the annual performance review process for the Fund’s executive director. To be used in conjunction with the Fund’s overall Performance Evaluation Form… Read More
Family Foundation Board Nominating Committee Procedures
Posted on November 6, 2012 by Anonymous
Sample procedures for a family foundation board nominating committee… Read More
Executive Director Self Assessment
Posted on November 6, 2012
Exec. Dir. self assessment excercise… Read More
G3 Board Service Policy (Russell Family Foundation)
Posted on February 9, 2012 by Richard Woo
This policy, developed by the Russell Family Foundation, describes the expectations, eligiblity requirements, and pathways for becoming a board member for 3rd generation Russell family members… Read More
A Letter to Seniors (and will be seniors): Planning for Your Future in Philanthropy
Posted on September 13, 2011 by Alice Buhl
Their stories are fascinating reminders of the many philanthropic paths available, whatever your age. Their stories fall into four categories of approaches to how they planned their own as well as their family’s philanthropic futures: senior generation members who chose to stay actively involved in leading the family’s foundation. seniors who passed on leadership but stayed active in the foundation… Read More
The Power to Produce Wonders: The Value of Family in Philanthropy
Posted on September 24, 2010 by Virginia M. Esposito
Little is known about the value private family philanthropy represents in our society and the essential role it plays in our democracy. This special report, developed to celebrate the 10th anniversary of NCFP, provides an overview of the value of family involvement in philanthropy… Read More
Choosing and Preparing Your Grantmaking Successors
Posted on March 4, 2010 by Mary Phillips
Family foundation donors and first generation boards should begin the continuity and succession discussion early in the foundation’s lifetime if perpetuity is the objective. In a succession plan, one trustee usually succeeds another. However, before succession can take place there should be continuity of governance where members of more than one generation are working together as peers. This Passages profiles… Read More
Trustee Handbook and board policies (Hill-Snowdon Foundation)
Posted on September 21, 2009 by Hill-Snowdon Foundation
This document represents all standing policies that have been developed by the Hill-Snowdon Foundation since the year 2000. It presents long-term policies as well as short-term (action-oriented with specific timeframe attached) policies that have not yet been completed, and includes Executive, Grantmaking, and Operational policies… Read More