Self-dealing is prohibited; conflicts of interest can be managed. But the intricacies of the two can be confusing. In this webinar, led by attorney Darren B. Moore of Bourland Wall & Wenzel, find clear, easy-to-follow steps to help you recognize each, avoid self-dealing, and manage conflicts of interest. Learn the laws, discuss common situations and... Read More
Leadership succession is cited as the number one concern of small foundations year after year. You’re not alone! Yet many boards are not prepared to navigate it. This session is designed for funders who are ready to start, review, or have hit a roadblock in their succession planning. We’ll share tips on how to inspire... Read More
We all know that outdated technology can waste valuable time and money, yet the process of shopping for and implementing something new can be daunting. If you’re confused by techie lingo or worried that your board members won’t be open to change, join us and our partners at Foundant Technologies to discuss ways to add... Read More
Building and sustaining effective youth-adult partnerships is key to both advancing youth philanthropy initiatives and fostering youth development. Participants will come away from this webinar with tangible tools and resources to set themselves up for success in developing youth leadership skills and facilitating meaningful investments of time, talent, and treasure. Speakers: Gaby Baum, Daniel Horgan,... Read More
Leadership succession can be difficult and overwhelming, and can affect everyone from staff, board, and committee members to trustees, beneficiaries, and grantees. Being proactive and prepared is integral to effectively managing leadership transitions. Where possible, these changes must be choreographed to avoid undue risks to the organization’s mission and long-term goals. Taking the time to... Read More
We designed this handbook specifically for trustees and directors of small-staffed foundations, and key staff who work closely with them. It provides information on and insights into foundation fundamentals: governance, grantmaking, legal compliance, and financial oversight. At the same time, it shares a wealth of tips and tools to orient you to the trustee role.... Read More