Tri-State CF Partnership Webinar: Community Foundation Investments

Tuesday, June 5, 2018 -
1:00pm to 2:30pm

This webinar will help guide you on the management and interaction with investment committee members, cover the basics of investment management, and review key areas such as asset allocation, spending policies, fees on funds, quarterly reports. 

Our Guiding Principles

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Personal and Professional Integrity. Staff, board members, and volunteers act with honesty, integrity, and openness as representatives of GWP.

Clarity of Mission. GWP is guided by a clearly stated mission that guides its priorities, services, and activities.

Engaged Governance. GWP is led by an active Board of Directors that establishes and oversees its mission, strategic direction, finances, policies and operations.

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Sample Conflict of Interest Policies


The following sample conflict of interest policies are excerpted from The Non-Profit Answer Book: An Executive Director's Guide to Frequently Asked Questions from BoardSource.

These policies range from general guidelines related to conflicts of interest to a comprehensive conflict-of-interest policy that follows a traditional legal format and is recommended by the IRS.

Developing a Whistleblower Policy

The heightened focus on nonprofit accountability in recent years has spurred calls for foundations and public charities to have adequate policies and procedures in place to ensure sound governance. One such policy that has become a recommended best practice for the sector is a whistleblower protection policy, yet most nonprofits still don’t have one. Here are some basic issues to consider when developing a whistleblower protection policy for your grantmaking organization.

Conflict of Interest Disclosure Forms


These sample disclosure forms ask individuals to list their affiliations with other entities that might potentially affect their independent decision making in order to identify potential conflicts of interest based on an expansive definition of affiliated persons.

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