Sample Document
Recommendation to Board
Download a sample recommendation that a foundation board establish a cash flow loan program. Read More
Resources
Results for: Type: “Private Foundations”
Sample Document
Sample Document
Board Composition
Download sample text to use when setting guidelines for your board’s composition. Read More
Successful Site Visits
“Few tasks in the foundation world prove as interesting, rewarding, and exhilarating as the site visit,” write the authors of Grantmaking Basics: A Field Guide for Funders. “Site visits can lift your spirits and enliven your day by reminding you precisely why you chose to work in the foundation world.” Make the most of your... Read More
Scanning the Landscape: Funder Examples
Funders scan to learn everything there is to know about an issue. They scan to uncover key needs, especially those that are overlooked. They also scan to find out more about their chosen focus areas and to design or refine their strategies. Through scanning, you can learn about promising programs, unsuccessful strategies, barriers to progress,... Read More
Selecting Investment Advisors
Three investment options for foundations are: Investment consultants, who help trustees establish and implement a decision-making structure for investment management Outsourced chief investment officer (OCIO) firms, which act as the investment office on a daily basis for the foundation and typically has discretion over hiring/terminating managers and rebalancing the portfolio Investment managers, who buy and... Read More
Evaluating Your CEO
At its core, CEO evaluation involves two basic steps: defining the CEO’s job responsibilities and checking back at a later point to determine if the responsibilities were met. Keep in mind: Although formal evaluation is an important component of a good working relationship, it is not a substitute for ongoing communication. CEOs need feedback year... Read More