20: Oversight of Geographic Affiliates

Confirming
Reconfirming

The foundation submits evidence of oversight of geographic affiliates. For purposes of this requirement, geographic affiliate is defined as 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.

Key Elements 
  1. List of geographic affiliates whose funds are component funds of the community foundation
  2. Board resolution indicating the foundation’s control and oversight over geographic affiliates that hold component funds of the community foundation
  3. Copy of representative agreement with affiliate (If each affiliate’s agreement is different, submit the different types of agreements.)
  4. Copy of policies of the affiliates where policies related to the affiliates’ operations are different than those policies of the community foundation submitted for confirmation of compliance
Core Materials 

Required Documents

  • List of geographic affiliates whose funds are component funds
  • Board resolution indicating control and oversight of GCF
  • Copies of operations policies which differ between the two organizations
Related Standards 

II. Mission, Structure and Governance

II.F.11    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.