Rules, regulations, and legal documents

Conflict of Interest Policy (George Family Foundation, 2022)

Posted on July 22, 2022 by George Family Foundation

This document describes the foundation’s policies for identifying, disclosing, and managing actual or potential conflicts of interest for staff, trustees, and family members. It provides guidelines for assessing personal, financial, and relational interests, sets standards for disclosure and recusal, and offers procedures for review and accountability. The policy aims to maintain integrity, trust, and transparency in the foundation’s governance and… Read More

Hewlett Foundation Open Licensing Toolkit for Staff

Posted on December 15, 2020

As part of our commitment to openness and transparency, the Hewlett Foundation has long supported open licensing—an alternative for traditional copyright that allows and encourages sharing of intellectual property. Open licenses, such as those developed by our longtime grantee Creative Commons, protect authors’ rights while giving explicit permission to others to freely use, distribute, and build upon their work. The… Read More

Trends 2020: Foundation Giving

Posted on November 19, 2020

This excerpt from NCFP’s Trends 2020 study shares data and analysis regarding various US family foundation giving trends, including payout rate, influences of giving decisions, discretionary grants, and much more. Family foundations must make choices around the size, number, and focus of their grants. They also have choices around how much they payout annually, the types of grants they make, and how… Read More

What is a private operating foundation, and should we consider using this option?

Posted on June 14, 2017 by Jason Born

The IRS distinguishes between public and private foundations and, within private foundations, between operating and non-operating (grant-making) foundations. While private operating foundations may choose to make some grants to other charitable organizations, they must engage primarily in direct charitable activities by running their own programs (i.e., using their own facilities, staff and resources to directly further their charitable operations)… Read More

Can we change our registered agent?

Posted on March 13, 2017 by Andras Kosaras

Our foundation is incorporated in the State of California, but the legal address is in the state of Colorado. We have an excellent relationship with our broker who is also located in California. Could we ask him to be our registered agent?… 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

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

Advocacy and Lobbying Rules for Private Foundations

Posted on May 1, 2016 by Learn Foundation Law

The legal staff at the Packard Foundation, Gates Foundation, Hewlett Foundation and Moore Foundation developed this free, first-of-its-kind resource, which covers the basic legal rules around what staff are allowed to fund and engage in at a private foundation. It takes less than an hour to complete and features “Maya,” a new program officer that leads participants through the course. … Read More

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