Board Members: Don’t Make a Hasty Retreat

A family foundation board retreat—or any board retreat, for that matter—provides an opportunity to solve immediate problems and forge a common vision for the future. These ideas can help you to plan a retreat carefully.  by Lee Draper

Your foundation may be faced with issues that require an evaluation of its operations and activities. You might be seeking direction as a newly formed foundation or trying to determine how to deal with a significant growth in assets. You might be seeking renewed commitment to the foundation’s mission after the retirement or death of the founder. Perhaps you’re adjusting to changes in long-term leadership, turnover in board membership or staffing, or, as a family foundation, hope to include members of the next generation on the foundation board. All of these circumstances offer an important opportunity to step back from “business as usual” and develop new strategies for the future. 

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