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* 1. What was the approximate size (in millions) of the foundations before and after you experienced the increase in assets?

Before

After

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* 2. In your opinion, how much time has your board spent to date discussing this impending growth?

None

Not nearly enough

Not enough

An adequate amount

More than enough

Additional comments:

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* 3. What is the expected time horizon for the receipt of the gift(s) - i.e., how long do you expect it to take for new assets to be added to the endowment of the foundation?

Less than one year

1 to 3 years

3 to 5 years

more than 5 years

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* 4. What is the source of the expected/pending increase in assets?

Bequest

Sale of family business

New donation from original donor(s)

New donation from other family member

Other (please specify)

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* 5. How are you planning for this process?

Community scanning and focus groups

Special strategic planning meeting

Committee of the board

Commissioned research in area of grantmaking or community

None of the above

Other (please specify)

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* 6. Do you expect to put in place any sort of new infrastructure to help prepare for the increase in assets? Please check all that apply.

Upgrading of internal systems

New website

Change in investments/asset allocation

Addition of staff

Other (please specify)

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* 7. How would you rank the influence of various voices in the planning process?

	High Priority	Low Priority	No Priority
Board chair	Board chair High Priority	Board chair Low Priority	Board chair No Priority
Board as a whole	Board as a whole High Priority	Board as a whole Low Priority	Board as a whole No Priority
Donor(s)	Donor(s) High Priority	Donor(s) Low Priority	Donor(s) No Priority
Other family members	Other family members High Priority	Other family members Low Priority	Other family members No Priority
Community leadership outside of the foundation	Community leadership outside of the foundation High Priority	Community leadership outside of the foundation Low Priority	Community leadership outside of the foundation No Priority
CEO or staff leadership	CEO or staff leadership High Priority	CEO or staff leadership Low Priority	CEO or staff leadership No Priority

Other (please specify, including priority)

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* 8. On a scale of 1 to 5, how would you rate the importance of each of the following issues as you plan for an increase in assets?

	1 (not important)	2	3	4	5 (very important)
Creating an effective means for evaluating grants and impact	Creating an effective means for evaluating grants and impact 1 (not important)	Creating an effective means for evaluating grants and impact 2	Creating an effective means for evaluating grants and impact 3	Creating an effective means for evaluating grants and impact 4	Creating an effective means for evaluating grants and impact 5 (very important)
Communicating with those outside of the foundation	Communicating with those outside of the foundation 1 (not important)	Communicating with those outside of the foundation 2	Communicating with those outside of the foundation 3	Communicating with those outside of the foundation 4	Communicating with those outside of the foundation 5 (very important)
Creating a new website	Creating a new website 1 (not important)	Creating a new website 2	Creating a new website 3	Creating a new website 4	Creating a new website 5 (very important)
Revisiting and clarifying existing grants strategy	Revisiting and clarifying existing grants strategy 1 (not important)	Revisiting and clarifying existing grants strategy 2	Revisiting and clarifying existing grants strategy 3	Revisiting and clarifying existing grants strategy 4	Revisiting and clarifying existing grants strategy 5 (very important)
Adding new staff	Adding new staff 1 (not important)	Adding new staff 2	Adding new staff 3	Adding new staff 4	Adding new staff 5 (very important)
Adding new board members and expertise	Adding new board members and expertise 1 (not important)	Adding new board members and expertise 2	Adding new board members and expertise 3	Adding new board members and expertise 4	Adding new board members and expertise 5 (very important)
Discussing shared values of the family and board	Discussing shared values of the family and board 1 (not important)	Discussing shared values of the family and board 2	Discussing shared values of the family and board 3	Discussing shared values of the family and board 4	Discussing shared values of the family and board 5 (very important)
Identifying long-term staff needs	Identifying long-term staff needs 1 (not important)	Identifying long-term staff needs 2	Identifying long-term staff needs 3	Identifying long-term staff needs 4	Identifying long-term staff needs 5 (very important)

Other (please specify importance)

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* 9. Do you currently expect to make changes to your grantmaking process in any of the following ways:

Changes to applications process

Changes to program areas

Changes to geographic areas of interest

Other (please specify)

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* 10. How do you intend to announce the fact that your foundation had experienced an increase in assets?

Will not announce in any way

Notify close grantees and colleagues only

Include note or announcement on foundation website

Send letter to local newspapers or nonprofit association

Convene focus groups/community meetings of stakeholders

Not sure

Other (please specify)

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* 11. Do you plan to bring in any of the following types of outside assistance to help manage the asset increase?

Program consultant

Legal assistance

Communications and PR

Evaluation

Investment/financial management

Strategic planning consultant

Not sure

Other (please specify)

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* 12. What are your biggest concerns as you prepare for this influx of assets?

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* 13. If you could ask one question of funders that have been through a similar influx of assets, what would it be?

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* 14. Have you talked with other foundations that are preparing for an influx of assets or that have already been through this transition? If so, please list.

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* 15. Please complete the following contact information if you are willing to talk more with us about your experiences, and so that we may contact you with any questions we may have regarding your answers (optional). All individuals who provide contact information here will receive a complimentary copy of this Passages Issue Brief when it is published later in 2013.

Name and Title:

Organization:

Email Address:

Phone Number (optional):