2020 Trustee Education Institute

Posted on December 22, 2019 by Christopher Fletcher, Jennifer Davis, Robin Snidow, Laura Collins, Paul Liu, Greg Ratliff, Kathleen Simpson, Tamara Larsen, Dana Lanza, Shaady Salehi

past TEI attendees
Attendees, please visit the event website for the most up-to-date agenda and Zoom links. The website passcode was emailed to all registrants. NCFP’s Trustee Education Institute provides a comprehensive introduction to important legal, investment, ethical, grantmaking, and family dynamics issues facing family foundation board members. Featuring a faculty made up of donors, board members, and highly respected philanthropy experts, this… Read More

Vision and Strategies for Diversity, Equity, and Inclusion: A Three-Year Plan in Service to Oregon (2016-2018)

Posted on June 21, 2019 by The Collins Foundation

The Collins Foundation commits to employing an equity lens in both our internal structures and how we engage externally with Oregon’s diverse communities as a funder and partner. Employing an equity lens means we welcome and encourage diversity, practice and promote inclusion, and pay attention to how we conduct our business both inside our walls and out in the community… Read More

Non-family Staff Peer Network: Board Chair Dynamics – Expectations, Evaluation, Collaborating, and Engaging Together

Posted on March 19, 2019 by Kelly Chopus, Elaine Gast Fawcett

Join the Non-family Staff Peer Network for a discussion on board chair dynamics and the potential challenges and successes in this role at a family foundation. Whether it be collaborating with other staff and family members, managing complicated expectations and engagements across an organization, or navigating your foundation’s journey, join us and learn from your peers who will ask thought-provoking… Read More

Non-family Staff Peer Network: CEO Performance Reviews

Posted on January 18, 2019 by Rusty Stahl, Denise Porche, Kelly Chopus, Kelly Medinger

Following our last discussion on board chair dynamics, members wanted to know more information on CEO performance review processes and templates from peers. Join this conversation in June as we take a deeper dive into the importance of CEO performance reviews, and how your organization can support talent management and diverse staff at your foundation and your grantees… Read More

The New Normal: How to Serve the Redefined Family

Posted on January 13, 2019 by Chantelle Fisher-Borne, Emily A. West, Alexis Marion, Courtney Pullen

The definition of the American family has morphed alongside an explosion of diversity. Today, homes with unmarried parents, same-sex couples with adopted children, and single parents are as increasingly common as the traditional family of a married husband, wife, and child. With families growing ever more varied, foundations and donor-advised funds need clear advice and guidance regarding who participates in… Read More

How Do We Ensure That the Family Will Not Lose “Control” of the Foundation Over Time?

Posted on May 3, 2016 by National Center for Family Philanthropy

There are a variety of strategies that family foundations around the country have used to retain control while engaging non-family board members in their work. These strategies may be used alone or in combination, and may include the following: Strategy 1: Create term limits for current board members. A technique used by many family foundations, term limits can be a… 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

Advisory Board Member Roles and Responsibilities

Posted on December 8, 2014

The Sample Family Foundation’s Declaration of Trust designates two groups of participants: (1) “Trustees,” all of whom are currently family members and who vote on grants and issues of governance; and (2) “Advisors” who serve in an advisory capacity without voting power. Advisors are appointed to three-year terms that may be renewed until the Advisor reaches the age of seventy-five… Read More

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