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Stewardship Principles for Independent Foundations

https://cof.org/content/stewardship-principles-independent-foundations
The Stewardship Principles for Independent Foundations are a set of governance best practices that embody how independent foundations can reflect fundamental values such as honesty, integrity, fairness, and trust in their board governance, management, and grantmaking.

Washington Snapshot - September 7, 2017

https://cof.org/blogs/washington-snapshot/2017-09-07/washington-snapshot-september-7-2017
In This Week's Edition of Snapshot Tax Reform Update: Tax reform faces competing legislative priorities Move to weaken the Johnson Amendment advances in the House, NASCO speaks out Kautter confirmed for key Treasury position IRS takes steps to encourage charitable giving in the wake…

Hurricanes Irma and Maria

https://cof.org/news/hurricanes-irma-and-maria
Disaster Overview Hurricane Irma made landfall in Florida on September 10 as a Category 3 storm after leaving a trail of destruction through the Caribbean, including significant devastation throughout the Leeward, U.S. and British Virgin Islands, Puerto Rico, Cuba, and Haiti. Deaths have been…

Sample Foundation Investment Policy

https://cof.org/content/sample-foundation-investment-policy
This document is an editable foundation investment policy template. This sample document is being provided for informational purposes only 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…

2017 Endowments and Finance Summit - Plenary Sessions

https://cof.org/2017-endowments-and-finance/plenary-sessions
Plenary Sessions Opening Plenary — The Year Ahead: Navigating Growth in Unsettled Times Thursday, October 12 - 9-10:30 a.m.     Despite stock markets repeatedly reaching new heights this year and investment income above…

Washington Snapshot - September 14, 2017

https://cof.org/blogs/washington-snapshot/2017-09-14/washington-snapshot-september-14-2017
In This Week's Edition of Snapshot Tax Reform Update: Congress Ramps Up Tax Reform Efforts Treasury Names New Deputy Assistant Secretary for International Tax Affairs In the States: Nonprofits Balk at Making “Voluntary” PILOT Payments to Boston So, What's Up…

Stories of Succession: Involvement is Mandatory

https://cof.org/content/stories-succession-involvement-mandatory
Stephanie Danforth Chafee’s ancestors trace their roots in Rhode Island back to the Mayflower. Her philanthropic heritage in the area is almost as deep and conservative. Her mother was a leading supporter of the Parent Teachers Association, the Zoological Society and the Roger Williams Zoo.…

The Long Haul: Lessons From Charitable Responses to Previous Disasters

https://cof.org/content/long-haul-lessons-charitable-responses-previous-disasters
The following content was writen by Michael Seltzer and originally appeared in Philanthropy News Digest, a service of Candid. While media outlets — both online and print — have been quick to offer suggestions as to how individuals should channel their charitable impulses to help…

Hurricane Irma: What Funders Should Know

https://cof.org/event/hurricane-irma-what-funders-should-know
On September 14, 2017, the Council on Foundations co-hosted a webinar with the Center for Disaster Philanthropy and the Southeastern Council on Foundations to provide updates on U.S. damages and the situation throughout the Caribbean, and ways funders can address recovery needs. A panel of experts…

Knowing How and When to Monitor, Assess, and Evaluate Grants

https://cof.org/content/knowing-how-and-when-monitor-assess-and-evaluate-grants
A family foundation's legal responsibilities for monitoring, assessing, or evaluating the grants it makes to organizations with 501(c)(3) tax exempt status are minimal. The IRS requires little in the way of detailed reporting on the outcome of specific grants—except for grants to organizations that…

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