Contributions

2018 Trustee Education Institute: The Signature Seminar for Family Foundation Board Members

Posted on March 6, 2018 by Virginia M. Esposito, Andrew Schulz, David Grant, Hanh Le, Holli Rivera, Alice Buhl, Leticia Peguero, Lindsey Griffith, Mary Phillips, Nat Chioke Williams

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 typically covers: What does it mean to be a steward of both the public’s trust… Read More

Trends in Family Philanthropy: a Conversation with NCFP Founder and President Virginia Esposito

Posted on October 19, 2016 by Virginia M. Esposito, National Center for Family Philanthropy

NCFP’s recently released Trends in Family Philanthropy study was based on the first-ever nationally representative sample of family foundations, and features a treasure trove of data on topics such as family foundation governance, board activities, and grant making strategy. This complimentary event, featuring an overview of the study will highlight issues and topics of interest to all family funders, such as balancing individual… Read More

Trends in family philanthropy: A conversation with NCFP founder and president Virginia Esposito

Posted on October 18, 2016 by Virginia M. Esposito, National Center for Family Philanthropy

NCFP’s recently released Trends in Family Philanthropy study was based on the first-ever nationally representative sample of family foundations, and features a treasure trove of data on topics such as family foundation governance, board activities, and grant making strategy. This complimentary event, featuring an overview of the study by NCFP President Ginny Esposito, will highlight issues and topics of interest to all family… Read More

The Better Boardroom: a Complimentary Lunch Seminar for Giving Families

Posted on October 3, 2016

Family foundations are a breed apart. The impact of family structure and dynamics on how a foundation is governed is enormous and consistently underestimated.  Join us for an overview of how to truly integrate the family into family foundation governance.   The program will cover these essentials: Forgotten factors – how family dynamics, family size and family structure should guide decisions… Read More

The Better Boardroom: a Complimentary Breakfast Seminar for Giving Families (Baltimore)

Posted on April 28, 2016

Family foundations are a breed apart. The impact of family structure and dynamics on how a foundation is governed is enormous and consistently underestimated.  Join us for an overview of how to truly integrate the family into family foundation governance.   The program will cover these essentials: Forgotten factors – how family dynamics, family size and family structure should guide decisions… Read More

2016 Trustee Education Institute: a Comprehensive Seminar for Family Foundation Trustees

Posted on March 9, 2016 by Virginia M. Esposito, Susan Crites Price, Andrew Schulz, Bruce Kahn, David Dodson, David Grant, David Neal, Alice Buhl, Jan Jaffe, Kelin E. Gersick, Ph.D.

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 it mean to be a steward of both the public’s trust… Read More

A Steadying Hand: The Critical Role of Non-family Board Members

Posted on October 16, 2015 by Susan Packard Orr

This special Passages Issue Brief written by NCFP Distinguished Fellow Susan Packard Orr describes the various skills, expertise, and perspectives that non-family board members can provide, as well as some of the common challenges for families seeking to add their first non-family board members, and tips for how to set clear expectations for this role… Read More

R. Howard Dobbs, Jr. Foundation: Trustee Competencies

Posted on August 20, 2015 by The R. Howard Dobbs Jr. Foundation

The following characteristics are offered as a guide when identifying and assessing candidates for service as a trustee of the R. Howard Dobbs, Jr. Foundation. These characteristics, taken together, represent an ideal. No one individual is expected to display a high degree of every quality. There is hope, however, that all of these strengths will be represented among the collective… Read More

Conflict of Interest Policy

Posted on August 20, 2015 by George Family Foundation

The George Family FoundationConflict of Interest Policy – Board and Staff The George Family Foundation respects the rights of Directors and staff to engage in activities outside the Foundation that are private in nature, such as social, community, political and religious activities. We also understand that Directors and staff may be invited to serve on community and civic boards and… Read More

Trustee Position Description Sample

Posted on August 20, 2015 by Anonymous

_______ FoundationPosition Description Position Title: TRUSTEE Reports to: Fellow Trustees Date: June 2008 Function:The mission of the _____ Foundation, a family foundation, is to improve the quality of life through grants to charitable organizations. Trustees are responsible for the governance of the Foundation and report to the Directors. Trustees are organized into grant groups and committees.  Responsibilities:1. Defining and overseeing… Read More

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