This guide is for professional advisors whose clients want to formalize their charitable giving through a giving vehicle such as a Donor Advised Fund (DAF) or a private foundation. Experienced professional advisors know that helping clients find the best giving vehicle available for them creates a win-win situation. The clients will be happier with a vehicle that is a... Read More
Investments are like most things in life: You can get by doing the bare minimum, but your assets will never reach their full potential, and may even suffer. Which management and oversight structure will make it possible for your foundation to make the most of its assets? This primer will help you answer that question.... Read More
Beyond dollars, small foundations hold unique assets that benefit your mission, program focus, or community. These include: Deep knowledge of community needs Ability to focus over time Ability to act quickly Reputation as community institutions Creativity and insight of board members and staff This primer features 20 strategies that draw upon these assets to make... Read More
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
Evaluation can be a daunting topic for foundations of all sizes. So why encourage small foundations with already limited time and money to take on evaluation? That’s easy: Evaluation is a key element for foundations that want to increase the impact of their giving. This primer introduces you to the evaluation process and outlines each... Read More
With so much interest in giving to their communities, it makes sense that many small foundations work with local community foundations to achieve their charitable goals. This primer describes how your small foundation can work with a community foundation to fulfill your mission and goals. It highlights how community foundations can help you: Expand your... Read More