The Wilson Foundation was started in 1963 by Joe Wilson, founder of Xerox Corporation, and his wife, Peggy. When the foundation began its most recent strategic planning process, the board represented three generations with 24 members spread across the country. We embarked on strategic planning to revisit our giving priorities, but we quickly realized our... Read More
This guide is for professional advisors whose clients want to formalize their charitable giving through a giving vehicle such as a Donor Advised Fund (DAF) or a private foundation. Experienced professional advisors know that helping clients find the best giving vehicle available for them creates a win-win situation. The clients will be happier with a vehicle that is a... Read More
In the first and second blog in this 3-part series, Fran Sykes reflected on how her board’s decision to sunset spurred the foundation to stretch and expand its vision, and try to establish a legacy in its limited time. The second blog ended with these questions: What lessons have we learned? What can we pass on... Read More
Download a charter for a nominating committee to seek and nominate qualified candidates for election or appointment to a foundation’s board of directors. Read More
Download a worksheet to help you set guidelines for your committees. Read More
Download sample text to use when setting guidelines for your board’s composition. Read More