Charitable Foundations: Governing with Confidence

Successfully navigating everyday governance and administrative issues keeps the focus on your philanthropy.


If your foundation’s board of directors or trustees will be transitioning soon, is facing a difficult dilemma or wants to brush up on current best practices, we can help develop and implement procedures that will promote more effective governance.

Our team will support you with:

  • Board meeting agendas, meeting notices, board resolutions, and board minutes
  • Board dispute management and resolution
  • Revisions and updates to organizational documents
  • Planning for generational changes in foundation governance

Implementing a strategy for effective governance over the long term requires careful thought. With our assistance, you can develop a succession plan for directors and trustees that will ensure your foundation continues to make positive changes in the world beyond your tenure.