This cornerstone resource for family philanthropies helps directors, trustees, and key staff navigate the “gray areas” that require professional legal guidance. It provides quick, summarized, user-friendly explanations about basic laws and regulations in a simple question-and-answer format. Now, for the first time since passage of the most significant charitable-reform legislation in decades—the Pension Protection Act of 2006—here’s the one book that incorporates what you really need to know to ensure your family foundation adheres to the letter of the law.
The Council conducted the foundation management survey in March 2010 in cooperation with the Foundation Center. Respondents were asked to provide information on their boards' demographics, compensation and reimbursement practices, liability insurance, ethics policies, and information on their foundations' administrative expenses and fiscal oversight. All reports in the series provide detailed breakdowns of survey data by foundation type and asset size. The second report of the series, Administrative and Investment Expenses, provides a variety of administrative and investment expense ratios.
The Council on Foundations’ Foundation Management Series provides foundation boards and staff with the tools needed to benchmark their practices and operations against peers in the field. Containing data from the Council’s 2009 Foundation Management survey, the series will consist of three reports: Board Composition and Compensation, Administrative and Investment Expenses, and Fiscal Oversight. The first report of the series, Board Composition and Compensation, offers a summary of key findings on foundation policies regarding board compensation and board diversity. The report also provides detailed breakdowns of survey data by foundation type and asset size.
Fiscal Oversight covers the use of independent auditors, the fiscal responsibilities of board committees, and the impact of audit results. The study also provides data on conflict of interest policies, directors and officers liability insurance, and board discretionary giving and matching gifts.
Foundation CEOs and trustees share insights and personal stories related to significant paths of change and how they overcame setbacks. Download a copy and gain best practices to help you successfully lead your foundation, boards and staff.
The fourth edition of this easy-to-read how-to guide incorporates the significant updates to the public support test regulations the Department of the Treasury issued in 2011.
This solutions brief consolidates lessons learned from roundtable and teleconference discussions and research from the field on international corporate philanthropy.
Making a Difference is based on interviews with 50 foundation and corporate officers from 33 foundations. It seeks to present a balanced picture of Africa by highlighting the many opportunities for grantmaker involvement in the continent in effective and rewarding ways.
This report documents some of the reasons and highlights examples of family foundations that have decided to take that step and become global funders.