Join FFOG - Regular Membership Application

Please fill out the form below; fields marked with an asterisk* are required

About Your Foundation

My foundation already has a FFOG Member

* Foundation Name:

Existing Member's Name:

My foundation does not currently have a FFOG member

* Foundation Name:
* Street Address:
* City:
* State:
* Postal Code:
* Country:
* Email:
* Web Site:
* Phone:

* Will others in your foundation be applying for Affiliate Membership at this time?

List of Names:

Note: Each applicant will need to submit an Affiliate Member Application

* Is this a "private foundation" or "private operating foundation" as defined by the Internal Revenue Code?

* Does the foundation have a diversified investment portfolio utilizing multiple asset classes managed by external investment managers?

Please explain your foundation's investment approach:

Investment Approach

* How would you describe your foundation, in 100 words or less, to other FFOG members? For example, the source of the endowment, the foundation's programmatic interests, etc.

Foundation Description

Other Foundation Information

Operational Information

* Year Established:
* Foundation Type:

Foundation Staff (as of 12/31)

* FTE Staff:

Foundation Assets (as of 12/31)

* Asset Value:	$ example: 3,000,000,000
Asset Value Range:	(calculated)
* Spending Policy:
Additional Spending Policy:

Your Contact Information

* First Name:
* Last Name:
Nickname:
* Address 1:
Address 2:
* City:
* State:
* Zip:
* Country:
* Office Phone:
Fax:

About Yourself

* What is your title?

Your title:

* Are you a full-time employee and a senior-level financial and/or investment professional of the foundation, working directly with the CEO, board, and/or investment committee?

What is your relationship with the foundation?

Your relationship:

* Do you have any areas of specific expertise, based on education, prior positions, or extensive research?

Areas of Expertise

* Because of FFOG's confidentiality policy, we need to know if you are in the business of providing financial and/or investment services as an independent contractor, consultant, agent or advisor.

My only paid work is as an employee of this foundation
I am paid for work other than as an employee of this foundation

Please describe your business activities:

Business Activities:

Personal Profile

* Please provide a brief biography about yourself. Please include personal and/or professional history.

Biography

* What information about yourself, your previous work experiences, education, other activities, etc. would you like to share with FFOG members?

History

* Who referred you to FFOG, or how did you find out about FFOG?

Biography

* FFOG Confidentiality Policy

It is the policy of the Foundation Financial Officers Group (FFOG) to respect and protect the implicit or expressed confidentiality of all materials and information shared by FFOG's members and contributors.

Members agree to maintain strict confidentiality regarding all FFOG matters and discussions in any way through FFOG's communication network. This includes, but is not limited to, the discussion threads, postings on FFOG's website, information exchanges at FFOG's semi-annual meetings and all information available in FFOG's Surveys. It is expected that all FFOG members will adequately communicate this policy on confidentiality to the Officers and Trustees of their member organizations with whom this information may be shared, on a need-to-know basis, from time to time.

Members also agree not to share personal information about other FFOG members with any third party, as described in FFOG's privacy policy, which can be found on FFOG's website.

I understand and agree to abide by the Confidentiality Policy.

* Participation in Annual Surveys

Participation in FFOG's annual surveys is both a benefit and an obligation of membership. It is FFOG's survey policy that: access to survey results is awarded only to survey participants. To ensure the most robust collection of data, a baseline membership requirement is participation in FFOG's three major annual surveys: Investment Survey, Compensation Survey and Administrative Cost Survey.

My foundation intends to participate in annual surveys.
My foundation does not intend to participate in annual surveys.

Please explain your reason for not participating

Reason:

Username and Password

* Email Address:	NOTE: Your email address will be your username
* Password:	The password is case sensitive and must be at least 8 characters in length, containing both letters and numbers.
* Re-enter password: