Foundation board service can be incredibly rewarding but must be rooted in a solid understanding of essential responsibilities and decisions. This one-day seminar is designed for board members and trustees of leanly staffed foundations who need a crash course or refresher in the basic tenets of foundation governance, tax and legal issues, and financial oversight and investments.
Join colleagues from across the country for a full day of learning focused specifically on your core work as a trustee. Hear from others about how they operate their foundations and make connections that will serve you into the future.
The agenda will cover governance basics (such as duty of loyalty, care, and obedience, board policies, and bylaws), legal basics (core definitions, state and federal laws, and grantmaking), and investment basics (key investment tasks and functional guidance).