Sample Whistleblower Policy
Posted on June 19, 2015 by Anonymous
This is a sample whistleblower policy for nonprofit organizations and foundations… Read More
Staffing and board-staff relationships
Avoiding Avoidance: Addressing and Managing Conflict in Family Philanthropy
Posted on June 9, 2015 by Elaine Gast Fawcett
Conflict is normal in any family or organization. In this issue of Passages, you’ll learn about the most common conflicts in family philanthropy, the creative “tactics” some boards use to perpetuate the avoidance, and how you can use simple tools to address conflict in a healthy, productive way… Read More
The Critical Role of the Board Chair in Family Philanthropy
Posted on April 9, 2015 by Virginia M. Esposito, Alice Buhl, Kelly Sweeney McShane, Steve Toben
What are the critical roles and responsibilities of family foundation board chairs? What are the traps that board chairs can fall into, and how can you avoid them? How can CEOs and board chairs create a mutually respectful and positive long-term partnership? And how can your family identify and prepare a successor chair?… Read More
Board self-assessment (Siragusa Foundation)
Posted on March 19, 2015 by The Siragusa Foundation
In a continuing effort to evaluate and enhance the work of the Siragusa Foundation’s board of directors and the foundation, Siragusa board members are asked to assess their experience and make suggestions for the future every two years via the attached form. This self-assessment aligns with the board job description and service pledge… Read More
Family Philanthropy Transitions: Possibilities, Problems and Potential
Posted on February 5, 2015 by Virginia M. Esposito
Even if your family foundation or fund is very new, chances are you have already experienced at least one transition in the lifecycle of your giving program. What have been the keep turning points in the life of your fund from the founders' initial concept to the present? Which transitions can you see in the years ahead? … Read More
Sample Policy: Comp and flex-time (Anonymous)
Posted on January 9, 2015
Comp time Compensatory (“Comp”) time may be granted to eligible exempt employees who are assigned to work more than their standard work schedule in a given week. Comp Time must be approved in advance by the Executive Director. When approved, Comp Time should be taken within two (2) payroll periods. Compensatory time is not paid out upon termination of employment,… Read More
Employee evaluation form (Peace and Security Funders Group)
Posted on December 22, 2014
A sample employee evaluation form for the grantmaker affinity group Peace and Security Funders Group… Read More
Executive director’s annual performance review
Posted on December 8, 2014
Planning & Organizing: Demonstrates an understanding of the Foundation’s mission and priorities; establishes effective courses of action to implement the goals and objectives set forth in the strategic plan. Judgement & Decisiveness: Makes well-timed and sound decisions; meets deadlines; solves problems promptly; sets appropriate priorities for tasks. Initiative: Sets high goals/standards of performance for self and others; originates action rather… Read More
Sample CEO Performance Reviews
Posted on October 8, 2014 by National Center for Family Philanthropy
A collection of sample CEO performance reviews collected in the NCFP Guide, Performance Review: The Complete Guide to Evaluating the Family Foundation CEO. CEO reviews are provided from the following family foundations: The Clowes Fund Max M. & Margorie S. Fisher Foundation Knott Foundation Jessie Smith Noyes Foundation Roy A. Hunt Foundation … Read More
Personnel Policies (The Wallace Foundation)
Posted on June 18, 2014 by The Wallace Foundation
From the introduction: We… recognize that as staff of a philanthropy we hold a ‘public trust.’ We must demonstrate in our grantmaking and every aspect of our business that we hold ourselves to the highest stand- ard of ethical behavior. We act with integrity, strive for transparency, and avoid any action that could be perceived as or create a conflict… Read More