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Family foundations must grapple with many questions when determining who will serve on the board. For example, who is eligible for board service? The easy answer for many foundations is that all family members are eligible, but how do you define "family member"? This document highlights some…
The Council on Foundations hosted its second annual CEO & Trustee Retreat, in partnership with BoardSource. This dynamic learning event took place December 5-6, 2017 in Miami, Florida. The CEO & Trustee Retreat was designed to help energize foundation executives through leadership…
In this second installment of the Legal and Tax Compliance for Corporate Grantmakers webinar series, viewers will see an in-depth review of the rules against self-dealing, where they come from, and what they involve. We analyze a case study, a real-life “corporate opportunity” fact…
Most families and foundation leaders are uncertain about what is involved in continuity planning. You may have some of these common questions; here are some answers and explanations.
Why worry about continuity? We’ve got plenty of work to do just managing our grantmaking.
Why worry about the…
Schedule
This schedule is subject to change.
Tuesday, December 5
8:00-9:00 a.m.
Networking Breakfast
9:00-10:15 a.m.
Spotlighting the CEO/Trustee Relationship
A successful partnership between the CEO and Board Chair is essential for organizational success.…
Editor's Note: This month the Council is focusing on Leading Together through strong partnerships. Director of Community Philanthropy Brad Ward kicks off the month with the following reflection.
We live in the age of partnerships, and nowhere is this more apparent to the Council than through…
A mission statement gives all who are interested an idea of why the foundation was established and how it defines its own work. The statement is usually broad, worded to reflect the donor’s intent, and give a flavor of the foundation’s values and interests. For family foundation trustees,…
Hotel & Travel Information
Retreat Location
EAST Miami
788 Brickell Plaza
DMiami, FL 33131
The special group rate for the retreat is $319 per night (price does not include taxes and fees). The cut-off date to receive the group rate is Friday, November 3, 2017.…
In This Week's Edition of Snapshot…
Tax Reform Update: Health care debate slows other legislative action, but Congress is still ramping up for tax reform
House Appropriations Committee to consider Johnson Amendment provision in a bill markup today
Senate Finance to hold…
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