Sample Document
Whistleblower Policy
Download a sample policy to govern your board’s reporting and response to wrongful conduct. Read More
Resources
Topic: “Boards and Governance”
Sample Document
Sample Document
Guidebook to Engaging the Next Generation
Design and implement a program for your next generation with help from this comprehensive guide. Read More
Sample Document
Next Gen Newsletter
Engage your next generation with a dedicated e-newsletter. Read More
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