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
For foundations, making an impact requires good planning, intentional work toward a goal, and a drive to keep learning and improving. Evaluation is a critical tool along the way. This primer makes the case for evaluation as a powerful tool for your foundation. It will: Define impact and evaluation. Discuss the many reasons to incorporate... Read More
One of the most important decisions you will make for your foundation is selecting your board members. The people you choose will help shape your foundation’s future and influence its ability to fulfill its mission. This primer guides you through an effective board recruitment process. It covers topics including: Identifying and cultivating potential board members... Read More
New staff members can offer your foundation an opportunity to deepen its capacity, broaden its perspective, and increase its impact. In this primer, you’ll find an overview of the issues a foundation should weigh at each step of the hiring process. These steps include: Recruiting Interviewing Setting compensation Hiring New employee orientation Whether you are... Read More
Site visits are one of the best ways to make grant decisions because in essence, site visits are a living, breathing grant proposal. These visits give you the chance to connect directly with the organization’s board and staff, discover things that can’t be learned from a written proposal, and clarify information that is important to... Read More
As a foundation, your success hinges on the success of your nonprofit grantees. And strong leaders play an essential role in the success of nonprofit organizations. This primer explores how your foundation can support emerging leaders in the nonprofit sector. In it, you will: Learn about the obstacles to recruiting and retaining leaders in the... Read More