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 Foundation management can be difficult and
expose managers and board members to personal
liability in the current environment with
Congressional oversight, active state Attorneys
General, and easy public access to information.
Preparing the foundation to weather this
inspection requires strong operating policies,
and sound administrative practices.
In her banking career, Ms. Miree had
responsibility for oversight and management of
numerous foundations including community
foundations, private foundations accepting
unsolicited grant requests, and family
foundations with specific philanthropic focuses.
She also co-authored, and updates annually, the
Family Foundation Handbook (published by CCH)
designed to serve as a practical guide to the
operation of private foundations. She continues
to consult with a variety of foundations in this
area. Consulting services are available for
foundations associated with public charities as
well as for private and family foundations.
Services for foundations associated with public
charities:
- Developing policies and procedures for
operations
- Devising a fund structure attractive to
donors & cost effective to the
foundation
- Creating board reports and metrics
- Providing board training to assume board and
committee roles
- Developing a marketing and solicitation
plan
- Other related services
Services for private and family foundations:
- Developing policies and procedures for
operations to ensure accountability and
sound management
- Designing an RFP for custody, accounting,
and investment management services, and
guiding the foundation through the analysis
of those responses
- Advice on board governance, including
developing formal job responsibilities for
board members, roles and structure of
committees with special emphasis on engaging
family members and the younger generation
- Establishing a junior board that functions
to engage children and grandchildren of
founders to prepare them for future roles in
governance
- Creating a grantmaking structure and
process that reflects the family’s or
board’s charitable priorities
- Conducting board retreats to prepare board
members for substantive roles in the
foundation’s operation
- Positioning the foundation to the public
to encourage giving to priority charitable
sectors and to create a positive presence
for the foundation in the community
- Other related services
Request a proposal.
Are you interested in requesting a proposal for
services? Simply let us know your goals and
objectives, and how to contact you. We will be
happy to provide a written proposal without cost
or obligation.
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