Family & Board Governance Strategy
The Family & Board Governance Strategy Engagement is a structured advisory and facilitation process for families and philanthropic organizations navigating governance, leadership, or transition.
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This work is designed for moments when decision-making feels unclear, roles are evolving, or conversations have become difficult or stalled. The goal is to bring clarity, alignment, and forward momentum—without adding unnecessary complexity.
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This engagement helps families and boards strengthen how decisions are made, how responsibility is shared, and how governance supports long-term purpose.
DETAILS
Who This Engagement Is For
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Family foundations, whether newly formed or in transition
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Multi-generational families navigating shared decision-making
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Philanthropic boards or leadership teams
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Collective giving organizations seeking stronger governance
SCOPE OF THE ENGAGEMENT
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Governance and decision-making assessment
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Review of existing structures (bylaws, IPS, committee charters, grant processes, etc.)
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One facilitated half-day working session (virtual or in person)
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Clarification of roles, authority, and accountability
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Development of a governance framework and recommended operating cadence
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A written governance summary and actionable roadmap
duration
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Approximately 60-90 days
