Board and Committee Compensation Policy
Posted on January 27, 2022
One family foundation's policy around board and committee compensation, including expectations for participation and engagement… Read More
Compensation and reimbursement
Staffing for Success
Posted on December 8, 2021 by Frank Baiocchi, Terrill North, Kim Van Horn, Alison Fass, Katherine Jacobs
Professional staff is frequently an essential element of an effective family philanthropy effort; however, it can be a difficult construct to navigate. What are the skills and expertise required for staff members to be successful in family philanthropy? How can philanthropic families prepare to hire the right talent? What does the hiring process entail and what are some common missteps… Read More
Board Expense Reimbursement Policy (Bainum Family Foundation, 2021)
Posted on October 4, 2021 by Bainum Family Foundation
Board Expense reimbursement policy for the Bainum Family Foundation… Read More
All Peer Network: What’s the New Normal on Building a Budget?
Posted on August 14, 2020 by Michelle Knapik
Whether you are in endowment protection mode or distribution stretch mode, constructing a 2021 foundation budget presents challenges and critical choice points. NCFP is hosting an informal peer conversation so CEOs, CFOs, accounting managers and related staff can share how they are thinking about balancing the dollars, values, social optics, and more. From practical matters such as approaches to 2021… Read More
This content is for Network Partner: Community Foundations subscribers only.
Delivering Family Philanthropy Services with Limited Staff and Budget
Posted on October 17, 2017 by Central New York Community Foundation, Chester County Community Foundation, Tony Macklin
Delivering Family Philanthropy Services with Limited Staff and Budget 10/17/17 NCFP Community Foundation Workshop Peer group led by Beth Briglia (Chester County CF) & Jennifer Owens (Central New York CF) Notes by Tony Macklin Chester County Community Foundation $47M in assets, 350 funds, fund minimum of $25k “Connecting people who care” mission Six staff + interns. The same staff (Beth) does both philanthropic services and grantmaking. Beth has the CAP® designation. Trying to accomplish 7 touches… Read More
Is it appropriate to compensate a board member for their time as treasurer?
Posted on December 11, 2014 by Andrew Schulz
It really depends on the work that’s being done. How many hours a week is that person working and what does the work look like? You need to look at how much time and energy they’re putting in. And if you pay the salary, you should be prepared to justify it… Read More
Executive director’s annual performance review
Posted on December 8, 2014
Planning & Organizing: Demonstrates an understanding of the Foundation’s mission and priorities; establishes effective courses of action to implement the goals and objectives set forth in the strategic plan. Judgement & Decisiveness: Makes well-timed and sound decisions; meets deadlines; solves problems promptly; sets appropriate priorities for tasks. Initiative: Sets high goals/standards of performance for self and others; originates action rather… Read More
Sample CEO Performance Reviews
Posted on October 8, 2014 by National Center for Family Philanthropy
A collection of sample CEO performance reviews collected in the NCFP Guide, Performance Review: The Complete Guide to Evaluating the Family Foundation CEO. CEO reviews are provided from the following family foundations: The Clowes Fund Max M. & Margorie S. Fisher Foundation Knott Foundation Jessie Smith Noyes Foundation Roy A. Hunt Foundation … Read More
Personnel Policies (The Wallace Foundation)
Posted on June 18, 2014 by The Wallace Foundation
From the introduction: We… recognize that as staff of a philanthropy we hold a ‘public trust.’ We must demonstrate in our grantmaking and every aspect of our business that we hold ourselves to the highest stand- ard of ethical behavior. We act with integrity, strive for transparency, and avoid any action that could be perceived as or create a conflict… Read More
Conflicts of Interest and Avoiding Self-dealing for Family Foundation Boards
Posted on May 21, 2013 by Benjamin T. White
This Issue Brief includes a detailed history and descriptions of the self-dealing rules, with a particular focus on self-dealing as it relates to managing a foundation’s investments. The paper also features a collection of short vignettes on common questions and a one-page referral checklist for board members and staff… Read More