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Results for:   Topic: “Boards and Governance”  

Bringing the Next Generation on Board—at Its Own Pace

It’s a lesson teachers and parents know well: No two people learn in exactly the same way or at exactly the same pace. And it’s a lesson worth bearing in mind for those seeking to create pathways for family members to engage in a shared philanthropic legacy. Arabella Advisors has worked with families for over... Read More

Data, Trends, and the Value of Written Foundation Policies

I can’t count the number of times a member has called with a sticky situation—how to handle a conflict of interest, or a board member not pulling his or her weight—but, when I ask about what expectations or policies are written down, I learn that there’s nothing in place. That’s an awkward time for the... Read More

Let’s Be Candid About Board Succession Planning

Joe Wilson, founder of the Xerox Corporation, and his wife, Peggy, formed the Wilson Foundation in 1963. A few years ago, we engaged in strategic planning to revisit our giving priorities. At the time, our board had 24 members that spanned three generations, and were spread across the country. In order to achieve our impact... Read More

Why Our Foundation Prioritizes Trustee Diversity

The Valentine Foundation actively recruits diverse trustees to serve on its board, make grants, and oversee all aspects of the foundation’s mission. When Phoebe Valentine’s father died in 1974, she inherited a fortune. In 1985 part of her inheritance was reborn as the Valentine Foundation, an organization whose mission is the empowerment of women and... Read More

Are Your Trustees Involved Too Much—or Too Little—in Grantmaking?

In the 10-plus years I’ve been a consultant to foundations—and the 20-plus years I’ve been a family foundation trustee—I’ve noticed a phenomenon I’ve come to call the “trustee pendulum.” Trustees often start out very engaged in grantmaking, reviewing all grants (often to organizations they know well) and managing the grantmaking process, which is typically quite... Read More

A Compass Only Works When You Trust It

In philanthropy, like in life, we have relatively little ability to control disruptions, internal or external, and the big changes they often portend. Although we may anticipate an influx of assets upon the sale of a business, or predict the arrival of the next generation, most of us can’t really manage the exact timing and... Read More