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
Determining where to spend your foundation’s grant funding is an important, and time-consuming task. This primer is designed to help you set up a proposal review process that meets your foundation’s goals and style and frees up time for you to go into the community and develop your knowledge and insight. In this primer, you’ll... Read More
For small foundations, program-related investments (PRIs) can offer an effective way to leverage the impact of limited assets. This primer can be helpful if you want to learn about PRIs, are ready to make your first PRI, or want to refine your PRI process and are looking for some tips. Reading this primer will help... Read More