A statement of donor intent is one of the simplest tools a foundation can use to carry a founder’s vision forward. When done well, it documents the values and priorities behind the giving while leaving room for trustees to adapt over time. See how one family foundation founder puts that balance into writing. Read More
It takes more than good intentions — it takes a clear governance structure. This sample charter shows how one family foundation builds mission alignment directly into financial oversight, requiring annual review of the environmental and social impact of its portfolio alongside traditional performance metrics. Read More
Knowing what to keep, for how long, and where to find it can save your foundation time and keep you on the right side of the law. This primer walks you through everything from sorting and storing files to purging inactive records and protecting sensitive documents. Get organized today. Read More
AI notetakers are becoming increasingly hard to avoid. They’re now built directly into Zoom, Teams, and Google Meet, and individual participants can bring their own. Without clear guidelines in place, foundations can find themselves in tricky territory around privacy, confidentiality, and the candor of conversation. A written policy sets clear expectations for everyone in the... Read More
That’s exactly what a spending policy is for. Check out this sample document to see how one foundation handles board authority, discretion, and exceptions. Download the Sample Spending Policy » Read More
Board members carry fiduciary duties rooted in two core principles: care and loyalty. That means prudently overseeing assets and ensuring every decision aligns with the foundation’s best interests. Understanding those responsibilities — and how they differ from the role of any outside investment professionals you work with — is a critical starting point. Ready to... Read More