Posts tagged to 'Board self-assessment'

Assessing Your Family Foundation’s Work

Posted by Peter Panepento on May 30, 2017

But while your family foundation isn’t ruled by the same market forces that helped your family accumulate its wealth, you will undoubtedly want to find out whether your work is making a difference and whether your organization is operating efficiently.

How can I help my fellow board members understand the ethical implications of our board make-up and selection process?

Posted by Michael Rion on July 23, 2015

This month we are pleased to feature answers to two of the many questions asked during our December 2014 webinar with Andrew Schulz of Arabella Advisors covering the topic of "What are the rules for donors, family members, and staff of family foundations in terms of accepting tickets to events?"

10 general guidelines for greater foundation transparency

Posted by Rick Cohen on December 15, 2014

Given the immense diversity of foundations, it is a challenge to talk about any aspect of foundation behavior that goes beyond the minimum required in law and public policy to reach prescriptions for the behavior of foundations across the board. In truth, when discussions occur around issues of accountability, transparency, and disclosure, despite some 100,000 extant foundations, the conversation is implicitly about the larger, higher profile foundations, omitting scads of less visible philanthropic entities that in many communities constitute the philanthropic arena.

What is a disqualified person?

Posted by Benjamin T. White on May 15, 2013

Self-dealing is defined to include almost all business and financial transactions between a private foundation and its “disqualified persons.” So what is exactly is a disqualified person? The following is excerpted from the National Center for Family Philanthropy’s Passages Issue Brief, “Avoiding...

Pursuing excellence

Posted by Virginia Esposito on April 15, 2009

Ever since 2004, when we published our landmark research on multi-generational families called Generations of Giving: Leadership and Continuity in Family Foundations, we have been working toward the day when we could offer family foundations a tool that would help them assess their performance on the...

Pursuing excellence

Posted by Virginia Esposito on September 15, 2008

I have never had a donor family member turn me down when I asked for help on behalf of another giving family. Even when I needed someone to share a difficult experience, they agreed, knowing it might help a colleague. It has been a powerful testament to the generosity of spirit of these families; they...

Evaluating Effectiveness: Pursuing Excellence in Your Family's Philanthropy

Posted by Sarah Trzepacz on April 15, 2005

While no family launches a charitable giving vehicle with the intention of spending time and resources without results, it can often be difficult to quantify or even evaluate the results of one’s philanthropy. Certainly every family hopes that their giving will have a positive impact on the world...

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