Board/Trustees

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Do you take minutes when an executive committee meets without staff present?

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Can you change a foundation currently in spend down /sun-setting form nonpermanent to a permanently endowed foundation after the founder has passed?

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Resource Type: Technical Assistance



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Released: 06/1996

Originally published at a time of many hospital conversions, this paper continues to provide helpful information on philanthropic options for the sale of hospital assets.

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Resource Type: Report



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Released: 02/2005

This report looks at the composition and function of boards of directors in foundations formed from health care conversions, as well as how the foundations manage the investment of their assets.

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Resource Type: External LinkReport



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Released: 01/2007

The issue of payout percentage has been subject to debate, with various studies taking different positions as to the long-term effect of different rates on the corpus, but the general assumption in foundation circles is still that the 5% payout rate is the number that will enable foundations to maintain their purchasing power into the future. This paper looks at 13 foundations, and examines the ways in which their non-standard structures — whether in the areas of lifespan, payout, or methods — arise from their missions.

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Resource Type: Report



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Released: 05/2008

What are the benefits of using an interim executive director during an executive transition? Explore issues to consider when weighing whether to use an interim ED from the Annie E Casey Foundation.

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Resource Type: Best PracticeCase Study



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Released: 06/2009

In 2009, the Community Research Institute (CRI) at the Johnson Center at Grand Valley State University, on behalf of CMF, undertook an analysis of organizational policies of 11 foundations.

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Resource Type: CMF PublicationReport



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Released: 12/2009

Criteria for Philanthropy at Its Best: Benchmarks to Assess and Enhance Grantmaker Impact is the first ever set of measurable guidelines that will help foundations and other institutional grantmakers operate ethically and maximize the impact of their dollars.

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Resource Type: External Link



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Released: 06/2015

As both investors and grantmakers, philanthropic foundations have a major opportunity to support the growing market for green bonds. For foundations focused on pressing environmental issues such as climate change, water, energy, and conservation, green bonds can be natural mission-related investments that mobilize a fuller array of philanthropic assets to expand the impact of often limited grantmaking dollars.

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Resource Type: Report
Topic: Investments
Funding Area: Environment



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Released: 04/2015

Collaboration is integral to the work done by foundations and nonprofits. Software can bridge the distance and unite dispersed collaborators by making it easy to present, review, and comment on information.

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Resource Type: Best PracticeTools



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