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Conflict of Interest Policy Samples - Council on Foundations
flict of interest on the part of any Member shall be disclosed to the Chairman of the Board (in the case of volunteers) or the Executive Director (in the case of staff members) and made a mat-ter of record as soon as the issue in question is raised and a possible conflict is known.
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LOCAL LEADERSHIP, GLOBAL IMPACT
www.cof.orgLOCAL LEADERSHIP, GLOBAL IMPACT: Community Foundations and the Sustainable Development Goals By Natalie Ross, Council on Foundations Foreword by Vikki Spruill, Council on Foundations . TABLE OF CONTENTS ... This report is a foundational document and companion to …
Duties and Responsibilities of a Trustee
www.cof.orgprepare for the orderly succession of leadership. All too often that is a task left to crisis and happenstance and not one that is planned. I believe that the last great task of leadership is to provide for your successor's selection and then encourage their empowerment. The transition
Sample Board Member/Trustee Job Descriptions
www.cof.orgOther responsibilities as requested by the Board of Directors, the Board Chair, or other officers of the Board. Trustee Job Description Trustees act as voting members of the Board with full authority and responsibility to develop policies, procedures and regulations for the operation of the Foundation, and monitor the Foundation's financial ...
Sample Employee Performance Appraisal
www.cof.orgSample Employee Performance Appraisal The Family Advisor: Management Issues for Family Foundations Employees 1. How accurate, thorough, clear is your work (include writing, phone work, etc.)? ( ) Excellent ( ) Good ( ) Improvement desired Comments: 2. Do you go beyond what's expected when appropriate?
LEY DEL IMPUESTO SOBRE LA RENTA
www.cof.orgTratándose de ingresos por dividendos o utilidades distribuidos por sociedades residentes en el extranjero a personas morales residentes en México, también se podrá acreditar el monto proporcional del impuesto sobre la renta pagado por dichas sociedades que corresponda al dividendo o utilidad percibido por el residente en México.
A Compliance Checklist for Private Foundations
www.cof.orgFor private foundations, this checklist is a good place to start. ... 11. Do the bylaws require certain financial accounting activities, and, if so, are your foundation's ... after the end of the tax year in question; in other words, payments in the following year may
Disaster and Recovery Plan - Council on Foundations
www.cof.orgRisks and Event Scenarios Disasters are events that exceed the response capabilities of a community and/or the organizations that exist within it. Risks to be considered include those from natural hazards, neighbors, building environment, political or social unrest and risks connected to IT and data security.
Competencies for CEOs of PFS - Council on Foundations
www.cof.orgof large foundations to expect other executive staff to possess the necessary competencies. Similarly, smaller foundations may use external consultants to ensure that key skills and knowledge are reflected at the executive level. Furthermore, some CEOs may need to perform operational functions in addition to their executive functions.
Sample Meeting Request - Council on Foundations
www.cof.orgrecent data indicates that there are 24 grantmaking foundations in your [state or district] with combined assets over $120 million, making grants annually of $7.5 million.] During our meeting with you, we would like to talk about the investments that [name of
Whistleblower Policy and Procedures
www.cof.orgof law or policy or any questionable accounting or auditing matter by the Council, its officers, directors, employees, volunteers, agents or other representatives. Reporters must also notify the Council if an action needs to be taken in order for the Council to be in compliance with law or policy or with generally accepted accounting practices.
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