Setting an Agenda for Your Board

Member Stories

“We do a lot of our ‘business stuff’ before the meetings start. For example, we created our first conflict of interest statement in advance of the meeting and sent it to all trustees to review and approve. By the time the board meeting came, we were ready to pass a resolution on our new policy.”

–Bob Wahlert, Wahlert Foundation, Dubuque, IA

“It’s challenging to make sure everyone has an equal voice. We’ve found it helps to have someone outside the family facilitate.”

–Amy Zell Ellsworth, Zell Family Foundation, Belmont, MA