Resources

RECORDING
Foundations 101 Virtual Seminar: Governance Basics

May 23, 2018 Serenity Greenfield /

In this governance basics module of the Foundations 101 virtual seminar, learn ways trustees and staff can ensure smooth board operations and minimize the impact of change. Participants will review key administrative tasks to maintain the board’s structure and operations, including putting into place important documents, orienting board members, and setting term limits. Speaker Mary Phillips... Read More

RECORDING
Foundations 101 Virtual Seminar: Getting Started

May 4, 2018 Serenity Greenfield /

In this first module of the Foundations 101 virtual seminar, hear an overview of the nonprofit sector and where foundations fit in. Learn about some key administrative pieces to get into place before you get started, and how your foundation’s strategy impacts those decisions. By the end of this module participants will be able to:... Read More

With Your Own Eyes: Using Site Visits to Make Better Grants and Fulfill Your Mission

December 1, 2017 Laura McHugh / Grantmaking

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

Recruiting Foundation Board Members: How to Find the Right People

December 1, 2017 Laura McHugh / Boards and Governance

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

Leveraging Your Assets With Loans and Other Program-Related Investments

December 1, 2017 Laura McHugh / Grantmaking

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

Legal Essentials for Small Foundations

December 1, 2017 Laura McHugh / Tax and Legal

Managing and running a foundation is fantastic work. However, in addition to the joy of grantmaking comes the critically important task of complying with a myriad of tax and other laws governing grantmaking, investment strategies, and public disclosures, to name just a few. This primer summarizes important laws that are relevant to running a foundation.... Read More