XYZ Foundation Investment Policy Statement - Listserv Post Back
Sample document received to CorpListserv Query requesting guidance and samples for investment management of new foundation
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Job Descriptions - The Role of Directors and Committees of The Board - Greene County Community Foundation
Sample document-The Role of Directors and Committees of the Board from Greene County Community Foundation
Donor Initiated Fundraising Policy - Athens Foundation
Policy of the Athens Foundation on fundraising and solicitations
Approval of an Event for a Fund - The Dayton Foundation
Sample document to submit for approval of an event for raising money for a specific fund
Policies Regarding Fundraising of The Dayton Foundation
Addressed three most common ways that funds of The Dayton Foundation receive money from a fundraising event
Advised Funds Policy
Sample document - Policy on use of Advised, Family Advised, and Family Advised Funds with Successor Generation Advisors
Dashboards - Listserv Post Back
Listserv Post Back - How foundations use dashboards to illustrate data to their boards to help in decision making.
Online Payment Systems - Listserv Post Back
Accepting online payments through systems such as PayPal, MasterCard, Visa, etc. Are there security issues or concerns
Current Spending Percentage Policy - Query Post Back
Publication date:
06/2016
Post Back for Listserv query - Current spending policy percentages
Corporate Community United Way Participation - Listserv Query Postback
Publication date:
05/2016
Query - What corporate community foundation members participate in United Way campaigns and do they match employee's giving
May 2016 Health Initiative Meeting Materials
Publication date:
05/2016
Below are the PowerPoint presentations from the May 17th Health Initiative meeting.
Click the following links to download and view:
Council on Foundations Confidentiality Agreement
Confidentiality agreement for board members to sign - sample document
Delaware Co Community Foundation Conflict of Interest and Confidentiality
Confidentiality agreement for board members to sign - sample document from Delaware County Community Foundation
Disclosure Statement - Dublin Foundation
Disclosure agreement to prevent conflicts of interest - sample document from The Dublin Foundation
Let’s Talk Philanthropy – Leadership Development
Publication date:
05/2016
Are you dedicated to developing your personal leadership skills, which takes time and commitment? This thought-provoking webinar pairs two experts in the field – Michelle Vander Stouw and Claudia Herrold – as they dive into how to develop some of the core competencies necessary for the success of tomorrow’s philanthropic leaders.
Essential Skills & Strategies for New Grantmakers
Publication date:
01/2009
Essential Skills & Strategies for New Grantmakers is a comprehensive educational program to help familiarize new and up-and-coming grantmakers to the foundation world and the field of philanthropy.
Value Assigned for Volunteer Time
Publication date:
04/2016
Query: A family foundation colleague asked that we post this query on their behalf: “Our foundation currently offers a matching gift for donations up to $10,000 made by any member and trustee. To date, these have been cash grants. We are interested to know if other foundations consider volunteer time as part of the match and if so, what is the value used for each hour volunteered?
Strategic Planning Facilitator Recommendations - Listserv Postback Summary
Publication date:
04/2016
Query: A Northeast Ohio-based, small staff, family foundation is seeking advice from peers within the Philanthropy Ohio network on recommended facilitators to guide the foundation trustees through a planning retreat. The ultimate goal is to develop a strategic plan that will assist the foundation in narrowing its funding focus.
2014 Tracking Report: Lesbian, Gay, Bisexual, and Transgender Grantmaking by U.S. Foundations
The 2014 Tracking Report (2016) explores the scope and character of foundation funding for LGBTQ issues in the calendar year 2014.
The Power of Advocacy for LGBTQ Communities from All Levels of Philanthropy
2015 was a year of major shifts in rights and awareness for LGBTQ communities
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