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
When your organization welcomes new board members, you know you need to share about your foundation, its programs, and what it means to serve on a board. But where to begin? Some of your new trustees may be family members who’ve grown up hearing about the foundation. Others may be experts who specialize in your... Read More
Ramping up giving offers your foundation a number of opportunities, including deeper stakeholder engagement, extended reach and influence, new funding strategies, and greater impact in your interest area. This primer is designed to help foundations like yours thoughtfully and responsibly plan for a significant ramp-up in giving and/or adjust to a sudden infusion of assets.... Read More
The Getting to Impact Discussion Guides are designed to help you facilitate discussions among your board members or local community of grantmakers with one purpose: to explore and strengthen a commitment to impact with your giving. The first discussion guide helps you understand impact, the importance of pursuing it, and a basic framework for achieving... Read More
It is becoming increasingly common for foundations to consider closing shop. While the reasons you’re contemplating this option may be straightforward, the process of closing can be complicated. The primer walks you through the strategy choices, tasks, and legal steps of closing shop so you can be confident that you know the main legal issue... Read More
Private foundations are a great way to give. And many foundations use multiple giving vehicles to accomplish their charitable goals. One of these vehicles is donor advised funds (DAFs). This primer looks at how DAFs work and how your foundation can use DAFs to further its philanthropic goals. It covers: How DAFs differ from private... Read More