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Upcoming
Programs
Family
Foundations and the Law: Today and Tomorrow
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DOWNLOAD
A REGISTRATION FORM
Tuesday, September 23 | Union
League of Chicago, 65 W. Jackson Blvd., Chicago | 8:30
am - Noon (8 am breakfast)
Join us for a comprehensive review of what every family
foundation manager and trustee needs to know about the
daily operations, grantmaking practices, and evolving
trends in the law affecting family foundations Topics
will include legal basics, grantmaking and the law,
and emerging trends. There will also be a "Stump
the Panel" session: bring your hardest legal questions
and see if the panel of experts can come up with an
answer! During the networking break, met with your peers,
Donors Forum staff, and Dori Kreiger, Managing Director
of Family Philanthropy Services, Council on Foundations.
Speakers will include Andrew C. Schultz, Deputy General
Counsel, Council on Foundations and Janice Rodgers,
Partner, Quarles & Brady LLP. Participants
will also receive a copy of the recently updated book,
Top 10 Ways Family Foundations Get Into Trouble. This
event is co-sponsored by Donors Forum and the
Council on Foundations.
Program
Archives
The notes from previous program contain valuable knowledge
and information on topics of interest to family foundations.
2008
Summer Retreat Summary
The Family Foundations Committee reviewed its recent
programs and planned sessions for the coming year including
a program on legal issues featuring Council on Foundations
and a program on transmitting mission and values to
succeeding generations with a follow up workshop on
creating legacy statements. The group also anticipates
planning a program for Fall 2009 on how family foundations
can use technology to stay connected and conduct business.
Boyd McDowell, III continues as chair of the committee.
Resources
Stewardship
Principles for Family Foundations
(07/05)
The Council on Foundations launched an online database
with a collection of interviews about best practices,
sample documents and tools from family philanthropy
leaders that correspond to the Stewardship Principles
for Family Foundations.
Family
Matters Now
The Council on Foundations launched this e-newsletter
for family foundations with updates on trends in family
philanthropy, special events, regional conferences and
seminars.
Family
Governance: A Primer for Families - Passages Issue Paper (11/04)
This article, written by Patricia Angus from Asset Management
Advisors, focuses on the principles, practices and
policies of family philanthropy governance.
Generations
of Giving (pdf,
10/04)
Read a summary of a Donors Forum program that featured
Kelin Gersick, author of Generations of Giving: Leadership
and Continuity in Family Foundations.
Family
Matters
Family Matters is a periodic update of family foundation
news, articles and events of interest. From the Council
on Foundations
Family
Foundations Bibliography
(pdf)
The Donors Forum Library has prepared a complete
listing of print resources available in the Library.
For more information on Library resources, call (312)
578-0175 or click on Library on the left menu.
Protecting
Your Board
The National Center for Family Foundations' tips on
how to best run your foundation legally and ethically.
Leadership
and Continuity: Strategies for Effective Transitions
in Family Foundations (pdf)
This report looks at early findings of the NCFP's landmark
study on the processes and structures used by families
to accomplish continuity of involvement in their philanthropic
organizations across time and across generations.
A
Family Foundation: Looking to the Future, Honoring the
Past
The Nathan Cummings Foundation commissioned this in-depth
look at the foundation's origins and history.
Family
Foundations Resource List
The Foundation Center's helpful list of articles and
books covering the following subjects: starting a foundation,
management, grantmaking, inclusiveness, ethics, intergenerational
issues, donor legacy and family issues.
National
Center for Family Philanthropy
Great tools and resources on family philanthropy. Their
publications section includes download of several thoughtful
essays on family meetings, the role of the donor advisor,
leadership transitions and other key issues of interest
to giving families.
Family
Foundations Committee Program Archives
Notes containing valuable knowledge and information
shared at previous programs and meetings of this group.
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