The Foundation Operations and Management Report—the only resource of its kind for foundations operating with few or no staff—offers key industry benchmarks and long-term data on the evolution of lean foundations. Based on our annual survey of members, this report has insights into the grantmaking, operations, and management of foundations with few or no staff.... Read More
Essentials is a carefully curated periodical that features top content from our blog, resources, and publications. Find advice and inspiration on a single theme written by fellow members, trusted colleagues, and our expert staff. This exclusive member benefit can help focus your giving and spark conversations with other lean funders. In this issue: Expectations of... Read More
This primer introduces you to the wide world of foundation strategic planning. No two strategic plans are alike, and the process for developing and implementing strategic plans can be just as different. In this primer, you’ll discover why funders engage in strategic planning, get an overview of the strategic planning process, and hear what other... Read More
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
We designed this handbook specifically for trustees and directors of small-staffed foundations, and key staff who work closely with them. It provides information on and insights into foundation fundamentals: governance, grantmaking, legal compliance, and financial oversight. At the same time, it shares a wealth of tips and tools to orient you to the trustee role.... Read More
Our highly-rated publication for members provides a wealth of information and inspiration in one easy read. In this issue: A Call for Catalytic Leadership in Philanthropy Getting Out Into the Community: Start Identifying Gaps and Leveraging Points for Change The Value of Focusing Your Giving My Family’s Foundation Entered the Policy Arena, and We’re Not... Read More