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. He also continues to serve as a trustee. In this position paper, he discusses various management options for family foundations, and specifically, the management option that was right for his own-family staffing.
Sample Documents
The Council exists to expand, enhance, and sustain your ability to advance lives in the communities you serve. Our team is available to provide members with sample documents and templates that can be customized to fit your foundation’s work or help guide your thinking.
If you would like to submit any resources to share with your peers, please e-mail knowledge@cof.org.
In-Depth knowledge on Sample Document
This customizable sample expenditure report allows you to track expenditures by grantees.
This sample docket allows you to customize your program goal and strategies.
Slide presentation covering developing mission and values statements and applying them.
As you prepare to close out grants, this customizable checklist can help ensure you've received the appropriate documents from grantees.
This customizable sample closing letter may be sent to grantees upon the conclusion of their grant.
This sample grant close-out form can help you wrap up outstanding grants.
This is a sample employee performance appraisal.