Fiduciary Duties:
Forum of Regional Associations of Grantmakers
Fiduciary Duties of Directors of Charitable Organizations: A Guide for Board Members
Minnesota Attorney General Charities Division
This guide helps directors understand their fiduciary duties of care, loyalty and obedience to the law.
http://www.ag.state.mn.us/charities/charDuties.html
The Trustee Notebook: An Orientation for Family Foundation Board Members
National Center for Family Philanthropy
This publication includes an overview of the basic laws and regulations that govern trustees of family foundations. Available for purchase.
http://www.ncfp.org/publications-main.html
Megan Wentworth
Risk Management for leadership:
Directors and Officers Liability Insurance and Indemnification
Council on Foundations
This resource provides easy-to-understand descriptions of liability and D&O insurance, and can help boards assess their risks and how those risks can be minimized.
www.cof.org/publications
Succession Planning:
Council on Foundations
Their website provides many resources about generational succession including Foundation News & Commentary articles such as "Dad Would have Wanted it This Way" and COF articles such as "A Colleague's Perspective".
http://www.cof.org/members/content.cfm?ItemNumber=494&navItemNumber=2722
Reflections: A Meditation on Grand-Child/Grand-Parent Philanthropy as an Element in a System of Family Governance
by James E. Hughes, Jr., Esq.
One of a series of articles written on families of affinity. This, as well as other articles regarding succession and and family foundation issues can be found on his website under "Articles and Reflections":
Association of Small Foundations
Successful Succession and What To Do Today For Successful Succession
Both of these articles ar efrom ASF's newsletter "Essentials", both addressing succession planning. Log-in on the website to view these articles:
http://www.smallfoundations.org/site/apps/s/search2.asp?c=fvKRI7MPJqF&b=2646967
Effective Family Grantmaking in a Rebounding Economy
National Center for Family Philanthropy
Originally printed in Family Giving News, May 2004 issue, about how family grantmakers can continue to support causes that spark their passion when grant funds are scarce.
http://www.ncfp.org/FGN-May_2004/contents.html
Forum of Regional Associations of Grantmakers
Chief Executive Succession Planning: The Board's Role in Securing Your Organization's Future
BoardSource
This book explains how to devise an ongoing chief executive \succession plan that is linked to an organization’s strategic planning, mission and vision. Available for purchase.
www.boardsource.org/Bookstore.asp
Successful Succession: Inspiring and Welcoming New Generations of Charitable Leaders
National Center for Family Philanthropy- Passages
This paper describes why, when, and how a family foundation's board can prepare the next generation for charitable, including 12 tips for successful succession. Available for purchase, as well as other publications concerning succession planning.
www.ncfp.org/publications-passages-current.html
Nurturing the Next Generation
Chronicle of Philanthropy
This article describes how some family foundations have devised ways to prepare heirs for board service.
www.philanthropy.com/free/articles/v15/i20/20000601.htm
Connecting to Your Family's Foundation - A Primer for the Next Generation
Association of Small Foundations
This primer offers tips and strategies for the next generation to get involved in a family foundation’s succession planning process. Available for purchase.
www.smallfoundations.org/programs/primer_series
Making Plans for Succession: What Founders Need to Know
Association of Small Foundations
This primer provides tips and strategies for a foundation founder to create a successful process for training and involving the next generation in the family foundation, and for preparing younger members for leadership. Available for purchase.
www.smallfoundations.org/programs/primer_series
Megan Wentworth
For Additional Resources, please see the Succession Planning section of the Grantmakers of Oregon and Southwest Washington website:
Boards & Diversity
Forum of Regional Associations of Grantmakers
What Foundation Boards Are Saying About Diversity
Council on Foundations
Diverse board members from foundations across the country share their experiences of board service. Available for purchase.
www.cof.org/publications
Building Board Diversity
Council on Foundations
This article describes some of the actions foundations can take to diversify their boards, and some of the issues and obstacles they may need to address regarding board diversity.
www.foundationnews.org/CME/article.cfm?id=3063
Diversity: Who Should Sit At Your Table?
BoardSource
This magazine reprint shows nonprofits how to recruit and retain a diverse board. Available for purchase.
www.boardsource.org/Bookstore.asp
Include Me! Making the Case for Inclusiveness for Private and Family Foundations
Council on Foundations
This publication excerpt outlines a number of reasons for foundations to embrace inclusive practices.
www.cof.org/Content/General/Display.cfm?contentID=741
Grantmaking and Diversity: A Foundation Case Study
Council on Foundations
A case study of the Wieboldt Foundation’s experience in diversifying its board.
www.cof.org/Content/General/Display.cfm?contentID=742
Ten Ways Family Foundations Can Include The Viewpoints of Others
Council on Foundations
A summary of effective approaches that have been used by family foundations to include a diversity of viewpoints in their decision-making process other than through board membership.
www.cof.org/Content/General/Display.cfm?contentID=757
Diversity Matters
Minnesota Council on Foundations
This article features profiles of how four Minnesota grantmakers are supporting diversity in different societal roles.
www.mcf.org/mcf/forum/2001/diversity.htm
Building on a Better Foundation: A Toolkit for Creating an Inclusive Grantmaking Organization (PDF)
Donors Forum of Chicago, Minnesota Council on Foundations, New York Regional Association of Grantmakers, Northern California Grantmakers
This toolkit offers straightforward guidance to help funders practice diversity both within their organizations and in their grantmaking.
www.mcf.org/mcf/resource/DiversityToolkitPF.pdf
The Meaning and Impact of Board and Staff Diversity in the Philanthropic Field
Joint Affinity Groups
This report shows that the philanthropy field has made some progress in becoming more diverse, but still faces many important challenges in addressing diversity issues if grantmakers are to respond effectively to the needs of the communities they serve.
www.workinggroup.org/lgbtfunders/jag/diversity_study.htm
It Takes a Village to Raise...Our Family Foundation
Council on Foundations
This commentary describes why the family behind the Jessie Smith Noyes Foundation decided they'd make better grants if they embraced the input of non-family members.
www.foundationnews.org/CME/article.cfm?ID=488
Not in the Family (PDF)
Council on Foundations
This article describes some successful strategies that family foundations have used to involve non-family trustees in the foundation’s work.
www.cof.org/files/Documents/Family_Foundations/Board%20Composition/FNC_Not_in_Family.pdf
Sample Foundation Statement on Inclusiveness
Council on Foundations
www.cof.org/Content/General/Display.cfm?contentID=759
Megan Wentworth
