In the post-Madoff era, the foundation and nonprofit sector continues to struggle with how to invest philanthropic assets most appropriately, and how to ensure that boards and staff are managing investments prudently. This new edition of Passages, authored by two leading experts on the roles and responsibilities of foundation boards, examines the critical role of governance and how to develop… Read More
National Center research shows that only about half of family foundations have a conflict of interest policy. Yet conflicts often arise if, for example, a board or staff member volunteers for or serves on the board of a nonprofit that seeks funds from the foundation… Read More
The Madoff scandal has caused the failure of well respected family foundations and raised the specter of penalties for board members’ inattentiveness to investment matters. Is your board doing all it should to be fiscally responsible? In this timely teleconference, learn about the board’s role and fiduciary duties in prudent investing, and hear about IRS’ new scrutiny of our sister… Read More
Congress enacted the excess business holdings rule to limit the ability of individuals to retain control of business enterprises by setting up private foundations to hold substantial or controlling stakes in these businesses (it applies equally to nonoperating and operating foundations)… Read More
Discusses in detail the legal aspects of mission-related investing, including federal and state fiduciary laws, foundations’ fiduciary responsibility, and emerging practices, and makes recommendations. Includes examples of investments and case studies… Read More
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