National Standard 9: A Board with Oversight and Control of Geographic Affiliates

A community foundation's governing body maintains oversight and control over geographic affiliates. A geographic affiliate is a component fund (or collection of component funds), established within or by the community foundation, serving a defined geographic region and under a common advisory group.

Expanded Definition of a Geographic Affiliate (or similarly named body)

National Standards defines a Geographic Affiliate (or similarly named body) as a component fund (or collection of component funds) established within or by the community foundation that serves a defined geographic region and is under a common advisory group. These affiliates operate under the legal control of the applicant community foundation. For example, a fund that serves a particular county in your service area with its own advisory board but whose activities are under the control of the applicant community foundation would fall under this definition. In contrast, a women's fund serving your entire service area would not meet this definition. Separately incorporated charities, including supporting foundations, are also not covered by this definition.

Key Elements 

9.1 Does your community foundation host geographic affiliates as defined in this section?

9.2 Does the chief executive officer or his/her designee of your community foundation explain the following information – verbally and in writing – to the advisory committee chair of the affiliate fund?

  1. Affiliates are organized as geographic component funds of the community foundation
  2. As a component fund of the community foundation, the geographic affiliate is not independent
  3. The host community foundation has overriding governance authority

9.3 Do any representative agreements or operation policies contradict the host community foundation’s control and oversight of the geographic affiliate?