Foundation Bylaws (The Wallace Foundation)
Posted on June 18, 2014 by The Wallace Foundation
Amended and restated Bylaws of The Wallace Foundation. Read more at link below… Read More
Advisors and estate planning
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
Whistleblower policy for board members (The Wallace Foundation)
Posted on June 18, 2014 by The Wallace Foundation
If a Foundation board member becomes aware of or has a reasonable good faith belief that the Foundation may be involved in illegal activity, fraud or violation of organization policy (as defined in Exhibit 1), or if the board member suspects any impropriety regarding the Foundation’s accounting methods, internal controls, audit processes or any other financial matter, the board member should immediately report such concern (“suspected wrongful act”) to the Senior Counsel or the Chair of the Audit Committee… Read More
Crafting Your Charitable Mission Statement: A Guide for Donors
Posted on May 15, 2014 by Melinda Tuan
When donors start along their philanthropic journeys, one question that often arises is whether it is important to craft a mission statement; and if so, how best to do so. As with any journey, knowing your destination – or in this case, articulating your goals for your philanthropy by crafting a mission statement – can be an invaluable first step… Read More
Getting Started: Family Giving Considerations Worksheet
Posted on May 2, 2014 by National Center for Family Philanthropy
This simple worksheet provides 8 basic considerations that donors should ask themselves and their family members… Read More
Comparing direct gifts, donor-advised funds, private foundations, and supporting organizations
Posted on May 2, 2014 by National Center for Family Philanthropy
This simple chart compares four common vehicles for family philanthropy over a variety of considerations, including control, privacy, governance and succession options, administrative and management costs, and tax deductions and gift valuation… Read More
R. Howard Dobbs, Jr. Statement of Legacy
Posted on July 15, 2013 by The R. Howard Dobbs Jr. Foundation
A description of the life, values, and philanthropic legacy of R. Howard Dobbs, Jr, the founder of the R. Howard Dobbs, Jr. Foundation… Read More
Serving as a Grantmaker Representative on a Grantee Board
Posted on April 24, 2012 by Andras Kosaras
As a condition of receiving grant funds, some grantmakers require that a foundation representative serve on the board of a grantee during the course of a project funded by the foundation… Read More
Managing Relationships with Your Legal, Financial, and Investment Advisors
Posted on July 8, 2010 by Dawn Dobras, Patricia Angus
This webinar shares a variety of helpful tips for how to choose and evaluate advisors, how to maintain a good working relationship and how to know when it's time for a change. … Read More
Talking About Money
Posted on November 12, 2009 by Karen Putnam, Sharna Goldseker
Talking about money across generations can be uncomfortable. In this teleconference, we’ll use a case study of a multi-generation family’s conversation about their wealth and philanthropy to help listeners unpack multiple layers of assumptions and perspectives from each family member’s point of view. From this call you’ll get a framework for how to have these conversations better in your own family… Read More