Policy Central: Management and Operations Policies

Posted on April 15, 2012

Included here are consultant agreements, employee handbooks, internship program descriptions, personnel policies, and polices on diversity, equity, and inclusion (DEI), record retention, recruitment, reimbursement, personnel evaluation, and more. … Read More

Family Members on Call: Being Both Family and Staff

Posted on February 12, 2009 by Sarah Cavanaugh

If you are already family staff, if you are thinking of hiring a staff member who is family, or if you are transitioning from a family to a nonfamily staff person, this discussion is for you. The role of staff member to a family philanthropy already comes with a myriad of roles. But when the staff person is also family, there's a whole set of dynamics with both benefits and challenges… Read More

Board Compensation: Reasonable and Necessary?

Posted on May 25, 2005 by Alice Buhl

Deciding whether to compensate family foundation board members can be a difficult and complex decision. This presentation reviewed some of the arguments both for and against trustee compensation, provided suggestions for how to initiate a conversation among your board members about whether or not compensation is appropriate, and provided suggestions for how to develop a written policy based on this… Read More

Using competitions and RFPs: Requests for proposals

Posted on November 18, 2004 by Ellen Arrick

When does it make sense to hold a grant competition or use an RFP? In addition to looking at management issues to consider along the way, this guide explores how grant makers shape competitions to serve larger strategic goals, communicate with wider audiences, create a learning community, and find ways to work with those who are not selected. Now with… Read More

Discretionary Grants: Encouraging Participation… or Dividing Families?

Posted on August 5, 2001 by Jason Born

The practice of discretionary grantmaking brings out a wide variety of responses. This Passages Issue Brief looks at the common reasons that families use or opt not to use discretionary grants, and the typical process that is used to make these types of grants. The paper also examines how different approaches to discretionary grants can support or hinder the work… Read More