Key Topics for Family Foundations

Learn from essays, articles, and sample documents on a variety of topics of interest to family foundations.

Archiving Your Family Foundation is the complete guide to archiving your foundation's history. Articles, samples, and resource lists show you why and how to approach this difficult and rewarding task.

Board Composition provides various perspectives on developing a board, contains sample board policies, and a listing of foundations with inclusiveness board policies.

Generational Succession covers possible pitfalls that come with a generational transition, also provides a list of foundations that have undergone generational succession and additional resources.

Grant Evaluation contains articles on monitoring your grants, and resources to start your own grant evaluation program.

Grantmaking Issues contains articles on grantmaking - from collaboration to program related investments - to improve your grantmaking vision and focus.

Management Issues for Family Foundations contains articles, sample policies and resources, from computers to hiring, to help you manage your family foundation.

A Site Visit Companion is a complete resource for developing a site visit program, containing a sample site visit checklist, as well as a list of foundations that use site visits as a part of the application process.

Trustee Orientation is a guide for foundations with new trustees joining the board. This resource contains a bibliography, sample orientation documents from family foundations, and articles from Foundation News & Commentary.

Values, Vision, and Mission contains articles, exercises, and sample value, vision, and mission statements to help you develop these important aspects of your foundation.