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The Mutual Benefit of Funding Consultant-Led Organizational Assessments

Small funders have limited grantmaking capacity and must think about how to use those funds strategically to help their key nonprofit partners. When a funder can offer a nonprofit partner a fully-sponsored organizational assessment process led by a qualified consultant, it can be an instructive experience for both the grantee and the grantmaker. Whereas larger... Read More

Bracing for Market Volatility

For the past few years, investors have enjoyed a long period of relative calm in the markets. In recent months, however, market volatility has begun to rear its head. This volatility can naturally be unnerving, but one must remember that volatility is, in fact, a normal part of the investing cycle. Those of us that... Read More

Discretionary Grantmaking: Should Your Foundation Let Members Go Solo?

Foundations typically approach most grants as a team sport, debating their merits and deciding, collectively, whether they’re likely to achieve the foundation’s goals. However, in addition to granting as a group, some foundations give their board and/or family members a portion of funds to donate as individuals. This practice, called discretionary grantmaking, is legally permitted... Read More