Board members and staff of philanthropic institutions regularly reach out to CMF to learn more about succession planning. The Ask CMF team has curated the following resources for organizations considering how to plan for a hypothetical or forthcoming transition for executive positions.
This document aims to share learnings about the key considerations in starting and operating a liaison office successfully. This document is based on the multi-year evaluation of the OFL, along with interviews with its founders and of leaders of similar offices in other states and regions.
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