What can I do to encourage staff to express their professional development goals?
See our Sample Document Employee Personal Planning and Goal Setting >> Read More
Q&A Archive
How can my foundation design a spending policy that works?
Your organization’s spending policy should be carefully selected after the thorough evaluation of several key inputs. A qualitative review of the type of organization, time horizon, beneficiaries, purpose of the endowment, sources of funding, institutional resources, applicable donor restrictions, and the investment policy statement should lead to a quantitative analysis that addresses: Annual operating expenses... Read More
Do you have text I can use to set board term limits and rotation policies?
Yes! See our Sample Document: Term Limits and Rotation Policies » Read More
Do you have any updates on the Accelerating Charitable Efforts (ACE) Act?
Last year, Senators Chuck Grassley (R-IA) and Angus King (I-ME) introduced bipartisan legislation that aims to reform private foundations, and ensure that charitable dollars held in donor advised funds (DAFs) are distributed to working charities in a reasonable period of time. Earlier this month, Congresswoman Chellie Pingree (D-Maine) and Congressman Tom Reed (R-N.Y.) introduced a... Read More
We’re considering collecting demographic data on grantees and grantseekers. How can we do so effectively and equitably?
Collecting demographic data is a simple yet powerful tool for pursuing equity and inclusion in philanthropy. PEAK’s More Than Numbers: A Guide Towards Diversity, Equity and Inclusion in Data Collection helps funders better understand who it is they serve. The guide includes: Considerations for deciding what data to collect; and how to approach data privacy... Read More
What are program-related investments (PRIs)?
Program-related investments (PRIs) are loans or other investments made by a foundation to support its charitable purpose. They count toward a foundation’s distribution requirement as long as they meet specific criteria. The key advantage? The funds are typically returned to the foundation, allowing them to be reinvested in future PRIs or grants. How does a PRI... Read More