All Resources
Displaying 305 - 320 of 507 results
Charity Really Does Begin at Home: Nurturing Family Values
Fundamentals
Family celebrations and holidays are prime opportunities to create philanthropic traditions (and develop philanthropic values). To honor a child’s birthday you might plant a tree. For Mother’s Day, help your children do a good deed for someone else’s mother whose children can’t be with her. Family…
Sample Board Membership Two-Tiered Procedure
Sample Document
For incorporating the next generation onto family foundation boards.
Board Member Orientation Materials
Sample Document
This resource outlines the onboarding process for a new board member.
Is Perpetuity Too Long? Family Foundations Can Increase Impact With Sunset Dates
External Resource
From the Family Foundation Advisor, this article reviews the sunset-vs.-perpetuity issue and considers the potential benefits of a sunset date, with the special considerations of small family foundations in mind.
Providing Relief in Times of Disaster - Gifts from a Public Charity
Legal Compliance Guidance
Grants to Public Charities from a Public Charity
Unless from a donor-advised fund, disaster relief grants to domestic section 501(c) (3) public charities do not present special issues.
Grants from a Donor Advised Fund
Disaster relief aid can be provided through a donor advised fund…
Providing Relief in Times of Disaster - Matching Gifts
Legal Compliance Guidance
Public foundations, community foundations and corporate giving programs may establish a matching gifts program that will match disaster relief gifts made by employees or other donors living in the U.S. or anywhere in the world, provided the grantees are public charities based in the U.S., and gifts…
Providing Relief in Times of Disaster - Direct Corporate Giving
Legal Compliance Guidance
Grants to Public Charities from a Corporate Giving Program
Businesses can make disaster relief grants directly from the corporation, or from its corporate giving program, to any section 501(c)(3)public charity. An added plus is that such gifts are eligible as charitable deductions for the…
The Savvy CEO
Publication
The role of the foundation CEO is pivotal to the success of a foundation’s goals. Even at foundations without staff, the tasks of the CEO do not disappear, but rather are carried out by board members. In this publication, we explore some of the critical issues and challenges that foundation CEOs…
Principles of Accountability for International Philanthropy
Publication
While cross-border philanthropy has much in common with domestic giving within a country, it also differs in significant and challenging ways. Language differences, communication across vast distances, unfamiliar cultural values and perspectives, multiple legal systems, and disparate accounting…
International Corporate Giving
Legal Compliance Guidance, Fundamentals
This brief provides practical advice on setting strategy, ensuring on-the-ground presence, and selecting partners for U.S.-based companies with foundations and/or giving programs that are either venturing into the international giving arena or seeking to enhance their current programs. The last…
Sample Foreign Grant Expenditure Responsibility Letter
Sample Document
Sample foreign grant expenditure responsibility letter.
This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on Foundations. Use of the sample document does not create an attorney-client relationship, and the information…
First 100 Days of the Chief Corporate Giving Officer Advice from the Field
Fundamentals
The First 100 Days is not intended to be a comprehensive job description or in-depth exposé on the giving officer’s career; rather, it will help you, as a novice in this role, prioritize your activities during the early stages of your transition.
First 100 Days of the Community Relations Manager: Advice from the Field
Fundamentals
During the summer of 2004, we interviewed several corporate community relations managers to gather advice for new staff in similar positions. Their comments are summarized here, and direct quotes appear in italics. While First 100 Days is not a detailed job description, it will provide novice…
Sample Expenditure Responsibility Grant Agreement
Sample Document
Editable grant agreement for grants requiring expenditure responsibility.
This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on Foundations. Use of the sample document does not create an attorney-client relationship…
Competencies for CEOs of Private Foundations
Publication
This document codifies the job functions of private foundation CEOs and the skills and knowledge needed to perform these functions, referred to as competencies.
Challenges in Succession Planning
Fundamentals
As family members come together in their collective role as trustees of the family foundation, they must grapple with many issues. Along with their grantmaking responsibilities, they set policies for governance and management and oversee the investment of the foundation’s assets. Unlike officers of…
