Sample Document
Next Generation Retreat Agenda
Download a sample agenda and email announcement for a meeting of your next generation. Read More
August 2018 Resources
Sample Document
Sample Document
Next Gen Deliverables
Read what one foundation requires of its next generation in the year prior to becoming an associate trustee. Read More
Sample Document
Evaluation Plans and Results
Learn how one private foundation structured its evaluation plan. Read More
Sample Document
Theories of Change
See how different funders articulate the path by which their giving leads to their desired impact. Read More
Sample Document
Determining Fiduciary Duty
Determine which of your investment professionals have a fiduciary duty to your foundation. Read More
Sample Document
Hiring Investment Professionals
Download sample questions and requests for proposals to use when hiring investment professionals. Read More