This toolkit is designed to help funders recognize the aspects of great relationships with your nonprofit partners, assess competencies, and consider ways to improve how to work with one another. Many ideas in this toolkit were generated by funders and nonprofits during a series of half-day programs around the country, hosted in partnership with the... Read More
For those running a foundation, it’s important to understand the board’s fiduciary duties and how to manage investment work, whether or not you’re working with an investment advisor. Learn how the investment policy statement serves as a guide and hear about financial tools that extend your grantmaking in this module of the Foundations 101 virtual... Read More
This legal basics module of the Foundations 101 virtual seminar, offers an overview of all private foundations rules, from filing the Form 990-PF to public disclosure rules and the self-dealing rules. This survey of the rules will empower you to know when to raise questions with a legal professional. By the end of this module... Read More
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
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
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