Do you have text I can use to set board term limits and rotation policies?
Yes. See our Sample Document: Term Limits and Rotation Policies >> Read More
Q&A Archive
Do you have any updates on the Accelerating Charitable Efforts (ACE) Act?
Last year, Senators Chuck Grassley (R-IA) and Angus King (I-ME) introduced bipartisan legislation that aims to reform private foundations, and ensure that charitable dollars held in donor advised funds (DAFs) are distributed to working charities in a reasonable period of time. Earlier this month, Congresswoman Chellie Pingree (D-Maine) and Congressman Tom Reed (R-N.Y.) introduced a... Read More
We’re considering collecting demographic data on grantees and grantseekers. How can we do so effectively and equitably?
Collecting demographic data is a simple yet powerful tool for pursuing equity and inclusion in philanthropy. PEAK’s More Than Numbers: A Guide Towards Diversity, Equity and Inclusion in Data Collection helps funders better understand who it is they serve. The guide includes: Considerations for deciding what data to collect; and how to approach data privacy... Read More
What are program-related investments?
Program-related investments (PRIs) are loans or other investments made by a foundation to support its charitable purpose. PRIs count toward a foundation’s distribution requirement as long as they meet a few basic requirements. And the best part is that the funds are generally returned to the foundation to be used for other PRIs or grants. How... Read More
How can we review our foundation’s HR policies?
Creating a supportive work environment is sure to help your foundation achieve its goals. Use this checklist to review your foundation’s HR policies and be well on your way to managing staff legally and ethically. Read More
Do foundations change investment advisors often?
Your investment policy statement (IPS) should have clear procedures for monitoring, evaluating and changing your investment advisors. It’s a key part of fiduciary responsibility. Investment advisors include outside investment consultants, an outsourced chief investment officer (OCIO), and/or investment managers. Any contracts regarding investment services should clearly define the roles and responsibilities of all parties (i.e.,... Read More