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By Al Castle, Executive Director Samuel N. and Mary Castle Foundation
Al Castle is a family trustee of the Samuel N. and Mary Castle Foundation in Honolulu. After serving on the board for several years, he was hired as the first executive director of the foundation by his fellow board members.…
The Council’s report, The State of Change: An Analysis of Women and People of Color in the Philanthropic Sector, examines the demographics of the philanthropic sector, looking back over the last five and ten years, with a specific focus on the representation of women and people of color. The data…
This is the first part of a webinar series on digitalization and its impact on community foundations — Digitalization and the Community Foundation Business Model: Data and Transperancy.
Data can be overwhelming. But is it possible to harness your foundation’s data and turn it from a challenge…
Foundation recordkeeping is an inherently dull topic—unless it’s done wrong. The foundation manager who has not kept adequate documentation regarding expenditure responsibility grants risks an IRS audit. Similarly, a foundation manager confronted with a trustee succession battle will find the…
Sample formal policy on records retention and destruction for board approval.
This sample document is being provided for informational purposes and is not to be shared without the permission of the Council on Foundations. Use of the sample document does not create an attorney-client relationship…
Non-profit executive searches generally take a minimum of four months, and can take as long as six to eight months. A clear sense of mission and a well understood position description for the new President and CEO will be absolutely essential for success in identifying and, more importantly,…
Question: May a private company foundation support the volunteer activities of the sponsoring corporation's employees?
Answer: Company foundations sometimes play a role in coordinating volunteer activities of the sponsoring corporation's employees. The IRS has approved company foundations'…
The following are some of the models that are used for staffing family foundations. Many families use variations on these models or a combination of them. Any of them can be effective, depending on what is important to the family. The two major considerations, and they are linked, are: how much…
During the summer of 2004, we interviewed several corporate community relations managers to gather advice for new staff in similar positions. Their comments are summarized here, and direct quotes appear in italics. While First 100 Days is not a detailed job description, it will provide novice…