Amy Segal Shorey, a senior consultant at GMA Foundations, has completed the National Center for Family Philanthropy training necessary to lead a family foundation through its Pursuit of Excellence Assessment Process.

The Pursuit of Excellence assessment process is the first such tool designed specifically for family foundations. It enables a family foundation to understand your strengths as well as areas for improvement such as legacy, vision, mission, governance, family involvement, board functions, grantmaking, fiscal oversight and foundation management.

The tool measures trustees’ views on both current operations and the foundation’s aspirations.  The assessment forms a basis for the board to work with its consultant to elevate foundation practice and effectiveness.