Founders, donors, intent, and family legacy

In Times of Growth: Planning for an Influx of Assets

Posted on October 9, 2015 by Elaine Gast Fawcett

An influx of assets is a powerful transition point in your philanthropy. With rising resources comes the budding potential to do more of what you’re already doing—or, perhaps, try something new. This Passages Issue Brief will help you plan now for growth tomorrow, and manage change if you’re in the midst of it today… Read More

Open Road Alliance: Be Fearless spotlight story

Posted on September 17, 2015

Whatever the catastrophe, Open Road Alliance (ORA) stands ready to help, able to offer grants of up to $100,000—with decisions made within two to six weeks of applying. Their average grant is $76,000 and, since 2012, it has awarded $3.5 million to groups including the Global Press Institute and the Grameen Foundation. Read the full spotlight story here. This Spotlight… Read More

Code of ethics (anonymous sample)

Posted on August 20, 2015 by Anonymous

________ Foundation Policies and Procedures Code of Ethics Background In June 2008, the Trustees of the ________ Foundation agreed to be guided by the Council on Foundations’ Stewardship Principles for Family Foundations. These principles, which were closely reviewed one-by-one by the Executive Committee, spelled out best practices in governance, ethics and accountability, and family legacy. One of the best practices… Read More

Statement of Director Expectations

Posted on August 7, 2015

As members of the Board of Directors of The ____________ Foundation, we recognize and confirm our fiduciary obligations to the Foundation. We have ultimate authority and responsibility for the Foundation’s strategies, policies, procedures and operations. As part of this responsibility, we have established expectations for the members of the Board. In keeping with our fiduciary duty, we commit ourselves to… Read More

The Rockefeller Brothers Fund: Executive Committee Charter policy

Posted on August 7, 2015

Bylaws, Article VIII, Section (a) states:There shall be an executive committee of the Board consisting of the chair and up to seven but no less than six other trustees elected by the vote of a majority of the entire Board at the annual meeting each year. The chair of the executive committee shall be the chair of the Board. A… Read More

Code of Conduct policy sample

Posted on August 7, 2015 by National Center for Family Philanthropy

____________ Foundation Code of Conduct   1. Preamble To ensure that The _______ Foundation fulfills its mission and pursues its vision in an exemplary manner and in accordance with its beliefs and the highest standards of ethical conduct, the Board of Directors has adopted this Code of Conduct. This Code should be read with the Foundation’s mission, vision and beliefs… Read More

Code of Conduct Policy (Rockefeller Brothers Fund)

Posted on August 7, 2015

This Code of Conduct is designed to guide the trustees, committee members, and employees of the Rockefeller Brothers Fund ("Fund") in the performance of their duties in the work of the Fund. The Fund has always taken this obligation seriously and strives to set an example for the field of philanthropy… Read More

Conflict of Interest Policy Template

Posted on August 7, 2015 by National Center for Family Philanthropy

This Policy is to protect the interests of The ______ Foundation by: (i) preventing the personal interest of Members, Directors, Officers, Employees or Independent Contractors from interfering with the performance of their duties to the Foundation and (ii) avoiding any inappropriate personal financial, professional or political gain on the part of such persons at the expense of the Foundation. … Read More

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