ADMINISTRATION

COMMUNICATIONS/
DISCLOSURE

EVALUATION

FINANCE

GOVERNANCE

- Board Compensation

- Board Composition
  & Size

- Board Diversity

- Board Evaluation

- Board Fiduciary
  Duties

- Board Learning

- Board Meetings &
  Communications

- Board Recruitment

- Board Roles &
  Responsibilities

- Board Structure &
  Committees

- Conflicts of Interest

- Donor Intent

- Risk Management

- Self-Dealing

- Succession Planning

GRANTMAKING

HUMAN RESOURCES/
PERSONNEL

MISSION &
STRATEGY

PUBLIC POLICY

GENERAL
ACCOUNTABILITY &
COMPLIANCE
RESOURCES

• Donor Intent: Interpreting the Founder’s Vision
  The Philanthropy Roundtable, 1993
  Two essays discuss the parallels between constitutional interpretations of donors’ intentions and the question of how best to enforce donor intent. 

• Living the Legacy: The Values of a Family's Philanthropy Across Generations (National Center Journal, Volume 3)
  National Center for Family Philanthropy, 2001
  This Journal provides guidance on how a founding donor's intent can be interpreted, maintained, adapted and carried out by succeeding generations of family foundation trustees and staff.  Available for purchase.

• Sharing Our Stories, Improving Our Work
  Council on Foundations, 2002
  This archived “Family Matters” newsletter highlights various ways for foundations to honor donor intent and pass on the founding donor’s goals, expectations and values to future generations.

• Story Time
  The Chronicle of Philanthropy, 2005
  This article describes how some foundation leaders are using storytelling as a way to honor the founding donor’s intent and share values and traditions.

Samples

• Statement of Donor Philosophy: Hoblitzelle Foundation
  Council on Foundations

• Statement of Founder's Intent: The Leighty Foundation
  Council on Foundations

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