Sample Document
Next Gen Newsletter
Engage your next generation with a dedicated e-newsletter. Read More
Resources
Topic: “Boards and Governance”
Sample Document
Sample Document
Next Generation Retreat Agenda
Download a sample agenda and email announcement for a meeting of your next generation. Read More
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
Determining Fiduciary Duty
Determine which of your investment professionals have a fiduciary duty to your foundation. Read More
Sample Document
Board Docket
Download a sample board meeting docket. Read More
Sample Document
Statement of Donor Intent
Download a sample format for capturing your donor’s intent in writing. Read More