Yes! Learn from foundations and other organizations by checking out our Impact Investing Resources, and see our sample investment policy statements with impact investing components. Read More
Small foundations tend to tailor their budgets to match their unique combination of characteristics. In our resource, The ‘Typical’ Small Foundation Budget, we take a comparative look at two different foundation budgets—one from each coast—to see similarities and differences, and glean some valuable information for your budgeting process. Read More
Several years ago, Project Streamline investigated the minimum requirements and reported that for grants to public charities, there are no requirements beyond verifying current tax status. Below are several resources that explore this and other topics related to streamlining: Streamlining Ten Ways to Streamline Reducing the Burden on Our Grantseekers and Ourselves Why We Accept... Read More
The intentional inclusion of diverse perspectives leads to better decision making, more equitable outcomes, and greater philanthropic impact. The equity page of our website has a number of resources for lean funders to support diversity, equity and inclusion work, including member spotlights, reports, toolkits and relevant resources from the field. Read More
According to the Act, entities that meet certain criteria are eligible, including that they have seen a drop in gross receipts of at least 50 percent in the first quarter of 2020 compared to the first quarter of 2019. Does that mean that a drop in the market value of a foundation’s endowment could potentially... Read More
No, a change in the foundation excise tax enacted late last year will make it an easier decision for foundations to increase their payout rates. Previously foundations that paid out at a higher rate than the previous five years were required to pay a 1 percent excise tax, and those that paid out at a... Read More