Board of Directors Handbook (Morgan Family Foundation, 2023)
Posted on November 6, 2012 by Morgan Family Foundation
A board of directors handbook document from the Morgan Family Foundation… Read More
Governance
Allocation of Staff and Board Responsibilities
Posted on November 6, 2012 by Anonymous
Staff & board responsibilities… Read More
Policy Central: Board Meetings, Roles, and Qualifications
Posted on April 15, 2012
Examples of conflict of interest policies, board position descriptions, orientation manuals, election and rotation procedures, and other related policies… Read More
Policy Central: Investing, Impact Investing, and Spending Policies
Posted on April 15, 2012
Sample investment, impact investing and spending policies and practices. … Read More
Diverse Voices in Family Giving
Posted on April 12, 2012 by Deborah Santana, Judy Belk, Vic De Luca
What are the emerging trends in this area, and how can existing family philanthropies network with and promote increased and effective giving among a new generation of diverse donors and families? How can diverse donors learn from multi-generational family foundations, and vice versa? And how does the engagement of diverse voices enhance the field of family philanthropy, and the work of locally and regionally-focused family foundations and funds?… Read More
A Place at the Table: Non-Family Membership on the Family Foundation Board
Posted on March 17, 2012 by Dorna L. Allen, Joseph Foote
Family giving comes from a common cause, a shared vision, a particular need for giving back a portion of life’s gifts. Family members can focus on shared personal interests and can shape the architecture of their giving by expressing and validating shared family experience. Foundation board service can be the means by which family members find a new and worthwhile… 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
Finding Common Ground, Valuing Different Views
Posted on January 12, 2012 by Bobbi Hapgood, Chris Renner, Terry Hunt, Tony Macklin
In this candid, behind the scenes look at two family foundations, we explore strategies and techniques to promote civil discourse… Read More
Discretionary Grants: Engaging Family… or Pandora’s Box?
Posted on December 8, 2011 by Susan Crites Price
If you asked at a gathering of family foundation folks whether using discretionary grants is a good idea, you’d never reach consensus. Many family foundations don’t use them. Those that do have widely varied policies governing how much money is available, who is eligible to make the grants, and whether the grants must be within the foundation’s mission and guidelines… Read More
Ethics in family philanthropy: Right vs. right decision-making
Posted on November 10, 2011 by Rushworth Kidder
Ethical issues affect every facet of a family’s philanthropy from its structure and mission to its investment, grantmaking strategies, and perhaps most importantly, governance structure. The role of ethics and values is so integral to how families define and carryout their missions, and the expectations for ethical behavior among philanthropists so high that it’s easy to become overwhelmed or stymied… Read More