Sample Document
Executive Director Evaluations
Download a sample format to follow when evaluating your foundation’s executive director. Read More
Resources
Results for: Type: “Private Foundations”
Sample Document
Sample Document
Social Media Policy
Read how one foundation articulates its policy on engagement in social media. Read More
Sample Document
Travel Expense Reimbursement Policies
Download sample policies to govern reimbursement for expenses incurred while traveling for foundation business. Read More
Donor Intent
Documenting and following donor intent is of concern not only to family foundations but to independent foundations, corporate foundations, community foundations, and operating foundations. Some donors have specific criteria they wish the foundation follow for its lifetime, whereas other donors want the foundation to be flexible in responding to future needs. As a result, understanding... Read More
Orienting New Trustees
By following a few simple steps to create an orientation that is both effective and engaging, you can give your new trustees the tools they need. Here’s how. See also the publication Bringing on the Board: Practical Steps for Orienting Foundation Board Members >> Set your goals If you define your goals before designing the... Read More
Embracing Unique Investment Opportunities
At The Triple EEE Foundation, we have used scrutiny of our investment managers and unique investment ideas to weather the recent economic storms and further our mission. Although our family foundation was created in 1993, I became very interested in foundation investing in 2000. That year, at an Exponent Philanthropy conference in Chicago, one of... Read More