The Foundation Operations and Management Report—the only resource of its kind for foundations operating with few or no staff—offers key industry benchmarks and long-term data on the evolution of lean foundations. Based on our annual survey of members, this report has insights into the grantmaking, operations, and management of foundations with few or no staff.... Read More
Some of the most effective foundations involved in policy and advocacy in the United States are lean, place-based foundations. They achieve significant impact and maximize their investment by intensely focusing on their chosen issues, gaining deep insights, leveraging their reputation and relationships, and persistently pursuing their goals. Why We Designed This Guide We created this... Read More
This primer introduces you to the wide world of foundation strategic planning. No two strategic plans are alike, and the process for developing and implementing strategic plans can be just as different. In this primer, you’ll discover why funders engage in strategic planning, get an overview of the strategic planning process, and hear what other... Read More
This guide is for professional advisors whose clients want to formalize their charitable giving through a giving vehicle such as a Donor Advised Fund (DAF) or a private foundation. Experienced professional advisors know that helping clients find the best giving vehicle available for them creates a win-win situation. The clients will be happier with a vehicle that is a... Read More
Beyond dollars, small foundations hold unique assets that benefit your mission, program focus, or community. These include: Deep knowledge of community needs Ability to focus over time Ability to act quickly Reputation as community institutions Creativity and insight of board members and staff This primer features 20 strategies that draw upon these assets to make... Read More
With so much interest in giving to their communities, it makes sense that many small foundations work with local community foundations to achieve their charitable goals. This primer describes how your small foundation can work with a community foundation to fulfill your mission and goals. It highlights how community foundations can help you: Expand your... Read More