Built to Last: A 4th Generation Foundation Still Going Strong
Learn what it takes to keep a foundation vital and effective for more than four generations
Conducting Your Annual Review
Learn why conducting a full and thoughtful review of your foundation’s past grantmaking and social impact can help craft meaningful goals for moving forward.
Involving Non-Family Members in the Foundation
Learn the benefits and considerations of including non-family members on a family foundation board.
Growing Pains and Possibilities
Understand and prepare for the challenges that accompany a sudden significant increase in foundation assets.
Foundation Transitions
Prepare for common inflection points, including bringing in the next generation, an increase of assets, change in leadership or staff, and dispersal of family members.
Preserving Donor Intent
Strike the right balance between too much and too little control.
Compensating Foundation Insiders
Know the rules around paying insiders for their work on the foundation.
Calculating the Minimum Distribution Requirement
Learn how to calculate the foundation’s minimum distribution requirement.
Corporation or Trust?
Compare the advantages and disadvantages of two possible structures for your private foundation.
Succession Planning for Foundation Boards
Make a plan for a change in board leadership.