Rules, regulations, and legal documents

Contributions

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

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

Can the Foundation Reimburse Expenses for a Family Gathering That Takes Place During a Board Meeting?

Posted on June 5, 2015 by Andras Kosaras

A foundation may only incur expenses for meetings/events that are related to carrying out its exempt purposes (including reasonable and necessary administrative expenses).  If a board member wants to invite all board and family members to a family event, the foundation may only reimburse the board member for the expenses incurred if the event is for the purposes of the… Read More

The Better Boardroom: a Complimentary Lunch Seminar for Giving Families (Charlotte)

Posted on May 28, 2015

Family foundation governance is complex. With more and more families featuring multiple generations at the table, issues of generational succession, family dynamics and sharing the balance of power are ever present. Join us for an overview of how families can influence governance in positive and negative ways and how to manage both.   We will cover these essentials for strengthening family foundation… Read More

The Better Boardroom: a Complimentary Breakfast Seminar for Giving Families (Sarasota)

Posted on May 1, 2015

Family foundation governance is complex. With more and more families featuring multiple generations at the table, issues of generational succession, family dynamics and sharing the balance of power are ever present. Join us for an overview of how families can influence governance in positive and negative ways and how to manage both.   We will cover these essentials for strengthening family foundation… Read More

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