In this governance basics module of the Foundations 101 virtual seminar, learn ways trustees and staff can ensure smooth board operations and minimize the impact of change. Participants will review key administrative tasks to maintain the board’s structure and operations, including putting into place important documents, orienting board members, and setting term limits.
Mary Phillips is President of GMA Foundations, a full-service philanthropic advisory firm that helps foundations, families, and giving programs achieve greater impact, simplified operations, smart financial management, and successful transitions. Mary co-founded GMA 35 years ago and now specializes in philanthropic program design, governance, trustee education, and planning for transitions.
Participants are encouraged to purchase the Foundation Guidebook to complement their learning experience.
The Foundations 101 Virtual Seminar Consists of 5 Modules:
- Getting Started
- Governance Basics
- Legal Basics
- Investment Management Oversight
- Grantmaking Basics