Resources

Topic: “Boards and Governance”

Webinar Recording
The State of Small-Staffed Foundations

March 14, 2019 Daniel Le / Administration, Benchmarking Data, Boards and Governance

Discover the broader world of foundations that have few or no staff, and see where your foundation fits in. Based on insights gleaned from Exponent Philanthropy’s annual survey of leanly staffed foundations, this presentation will review trends in boards and governance, grantmaking practices, investments and compensation, including: How are foundation boards working to engage the... Read More

The Best of Both Worlds: Using Private Foundations and Donor Advised Funds

March 7, 2019 Serenity Greenfield / Administration, Boards and Governance, Grantmaking, Investments, Selecting a Giving Structure, Tax and Legal

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

Webinar Recording
Force for Good: Philanthropy and Family Business

December 6, 2018 Daniel Le / Boards and Governance, Family Philanthropy

Foundations can no longer rely on fixed income investments to generate strong returns with low risk. As returns on fixed income have declined, many foundations have taken on more risk (via equity investments) to fill the earnings gap. What if there is a way for your foundation to generate investment income without changing your risk... Read More

How Planning to Close My Foundation’s Doors Was the Right Business Model: Part 3

October 25, 2018 Fran Sykes / Boards and Governance

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

Sample Document
Nominating Committee Charter

August 2, 2018 Daniel Le / Boards and Governance

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

Sample Document
Committee Guidelines Worksheet

August 2, 2018 Daniel Le / Boards and Governance

Download a worksheet to help you set guidelines for your committees. Read More

Resources

Webinar Recording
The State of Small-Staffed Foundations

The Best of Both Worlds: Using Private Foundations and Donor Advised Funds

Webinar Recording
Force for Good: Philanthropy and Family Business

How Planning to Close My Foundation’s Doors Was the Right Business Model: Part 3

Sample Document
Nominating Committee Charter

Sample Document
Committee Guidelines Worksheet

Is This Self-Dealing? Three Quick Questions To Ask

Program Related Investments: A Powerful Tool for Grantmakers

More Lean Funders Should Consider General Operating Support

Journeys to Equity: Becoming a Better Ally Series

2023 Annual Conference