10 Essential Roles of Foundation Board Members

As a board member, how can you make sure you bring your best to the table and bring out the best in your foundation? If you understand and embrace these 10 essential roles, you will help ensure that you are fulfilling your duties with wisdom and clarity — and doing your part to advance your foundation’s mission.

Categories: Governance

Tags: , , ,









10 Things Every New Foundation Board Member Should Know

This easy-to-use guide for new foundation board members provides an introduction to tools and knowledge essential in the first years of service on the board of a foundation.

Categories: Governance

Tags: , ,









A Self-reflection Tool for Black Trustees on Foundation Boards

ABFE brings a point of view: Black trustees who sit at tables of power and influence have a unique opportunity to significantly influence outcomes for Black communities by “leveraging the trust” that they hold as trustees. A companion to ABFE’s Responsive Philanthropy in Black Communities: A Framework and Agenda for Change, this tool discusses the unique role of Black trustees and opportunities for reflection as they fulfill their roles.  ABFE encourages the use of this tool as a way to make a difference for Black communities.

Categories: Governance

Tags: ,









Assessing and Advancing Foundation Transparency: Corporate Foundations as a Case Study

This article explores the mix of forces explaining variability in good-governance standards and practices by charitable foundations. A six-drivers framework for explaining improved foundation accountability and transparency is proposed and discussed in the context of a country study. Those drivers are: regulatory pressures, self-regulation, demands for information from donors and other relevant stakeholders, societal pressure derived from scandals, emulation, and third-party assessment. A simple tool for assessing foundation transparency internationally is proposed and then applied to corporate, endowed, and fundraising foundations in the U.S. and Spain. Foundations’ financial structure compounds with institutional factors to influence the stage of development of Read more

Categories: Governance

Tags: , , , ,









Benchmarking Foundation Governance

There are lots of questions out there about foundation governance. Yet there has been little data about foundation boards’ structures and practice. In surveying foundation CEOs as part of a larger benchmarking study, CEP worked closely with BoardSource to design and include questions related to governance to collect and bring to light new data on foundation boards. Benchmarking Foundation Governance shares data and infographics on crucial topics related to foundation governance — including composition, member expertise, structure, involvement, and characteristics of meetings.  

Categories: Governance

Tags: , , , ,









Case Study: Greater Milwaukee Foundation: Built for Leadership

Embedded in this case study report are three Cool Tools that community foundations can access via the click of a mouse: Milwaukee’s “Good to Great” strategic plan Criteria for selecting leadership projects Metrics used to assess the Foundation’s leadership efforts Read the case study to learn more about: Building a board for leadership Operating from a values base Aligning staff Engaging donors and other co-investors Funding community leadership Increasing impact

Categories: Governance

Tags: ,









CEO Transitions in Family Foundations

Among the most important tasks that any board confronts is the choice of head staff person. If anything, this decision has even greater significance in family foundations. Whether the position is vacant because of the retirement of a beloved CEO or the departure of a problematic one, CEO transitions in family foundations typically have three major stages: clarifying the foundation direction identifying a suitable successor realigning the foundation’s strategies and/or programs as necessary

Categories: Governance

Tags: ,









Challenges and Strategies for Family Foundations With Geographically Dispersed Board Members

This article, based on interviews with leaders of 10 family foundations, investigates the impact of geographic dispersion on governance, administration, decision making, and grantmaking activities. The greatest challenges for family foundations with dispersed boards involve assembling an appropriate staff, ensuring strong communication between staff and board members, and focusing the organization’s mission. Maintaining family board member interest in the foundation’s geographic area and bridging and strengthening ties between generations were also concerns. In order to maintain family legacies, all case-study foundations found unique ways to overcome challenges and were deliberate in ensuring that board members stayed actively engaged in the Read more

Categories: Governance

Tags: , , , , ,









Competencies for Chief Executive Officers of Private Foundations

This publication codifies the job functions of the private foundation CEO and the skills and knowledge needed to perform these functions, referred to as competencies.

Categories: Governance

Tags: ,









Effective Foundation Boards: The Importance of Roles

This publication discusses three keys to more effective foundation governance: achieving role clarity, influence in decision-making and responsibility for impact. These three attributes can be better understood and achieved by examining the roles of foundation board members as individuals and as a collective. Recognizing these important, often overlooked, phenomena will help boards not only have good work that will keep them enthused and committed, but also to produce the good work that the public expects.

Categories: Governance

Tags: , ,









Expert Q & A: How do learning needs and styles differ across generations, and how can family foundations teach philanthropy to the next generation?

By: Sharna Goldseker, Executive Director at 21/64 From your work across multiple generations in philanthropic organizations, what are you seeing as key learning needs? Much of the work we’ve been doing at 21/64 for the past twelve years coincides with research that shows each generation brings a unique set of values, skills, and experiences to the philanthropic table. The first key learning need is around values clarification, which we believe leads not only to better working relationships among funders but also to more effective philanthropy. Beginning to uncover one’s own values and learn what values motivate others is critical to bridging the generational divide. Often, Read more

Categories: Governance

Tags:









Foundation Board Basics

A grantmaking foundation is a charitable tax-exempt organization whose primary function is to distribute funds for charitable purposes. Private foundations are typically formed by individuals, families, or corporations. Regardless of whose generosity is benefiting worthy causes, a foundation needs a governing board (or a board of trustees as foundation board members often are called) because it is structured as a tax-exempt organization. In principle, the role of the foundation board does not differ from that of other nonprofit boards, but foundation boards have specific challenges.

Categories: Governance, Resources

Tags:









Foundations Don’t Know What They’re Risking

Critical gaps exist in philanthropy’s definitions of and approach to risk management. This article describes the scope of the problem and a framework for philanthropists to adopt risk-management practices that better equip the sector to address the challenges of our time.

Categories: Governance

Tags: ,









Governance Basics – Board Structure, Committees and Delegation, and Policies and Procedures

This webinar reviews some of the fundamental issues associated with board governance. Topics include: board structure (size and composition); the role of committees and the board’s ability to delegate; and the necessary policies and procedures every board should adopt. 

Categories: Governance

Tags: , , , , , , ,









Handling Conflict During Board Meetings

Since nonprofit board meetings depend on interaction among people with different values, perspectives, and communication styles, conflict is likely to occur. The impact of this conflict, however, largely depends on how it is handled. Use these key tips to manage conflict in your board meetings and ensure that all board members can have candid and productive discussions.

Categories: Governance

Tags: ,









How CEOs and Trustees Navigate Change and Transform Foundations

Foundation CEOs and trustees share insights and personal stories related to significant paths of change and how they overcame setbacks. Download a copy and gain best practices to help you successfully lead your foundation, boards, and staff.

Categories: Governance

Tags:









How Do I Work with My Family to Achieve High-Impact Philanthropy?

Philanthropy FAQ: in our experience, if you are serious about getting results with your philanthropy and seek to work with your family to do so, there are four explicit ways to increase your odds of success. Because each family is unique, with its own values, assets, and challenges, you will want to ensure that you work to take advantage of your assets and minimize the challenges. In particular, it’s been our experience that philanthropy is not an adequate way of solving family problems, and in some cases may exacerbate those that exist. Therefore, it’s important to consider this guidance in Read more

Categories: Governance

Tags: , ,









The Trustee Handbook

Find detailed guidance on small foundation governance, grantmaking, tax and legal issues, and financial oversight and investments. Our most comprehensive resource for every trustee and board member. Includes: Updates on recent laws affecting small foundations; Sample documents to save you time and money; The requisite information for an effective trustee — all in one place.

Categories: Governance

Tags: , , , , ,