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
Foundation boards and their accountants often use different formats for financial statements. In response, a group of experienced foundation financial officers, CPAs, and attorneys developed a uniform financial reporting system as a model for any private foundation. This uniform system can: Help your foundation prepare your Form 990-PF. The statements were created with the Form... Read More
Private foundations are a great way to give. And many foundations use multiple giving vehicles to accomplish their charitable goals. One of these vehicles is donor advised funds (DAFs). This primer looks at how DAFs work and how your foundation can use DAFs to further its philanthropic goals. It covers: How DAFs differ from private... 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
Small foundations often know the problems and needs in their communities better than most. That is why it can be valuable for foundations to leverage their resources and understanding of local needs to support nonprofit advocacy. But how do you get started? This primer provides you with a wide “comfort zone” for funding advocacy activities,... Read More
We designed this handbook specifically for trustees and directors of small-staffed foundations, and key staff who work closely with them. It provides information on and insights into foundation fundamentals: governance, grantmaking, legal compliance, and financial oversight. At the same time, it shares a wealth of tips and tools to orient you to the trustee role.... Read More