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
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
What’s your system for foundation recordkeeping? If you haven’t yet established a system for keeping good records, now is the time. This primer explains what documents to keep and for how long, and then describes how to organize your documents by creating a records management system. Why Should You Keep Good Records? As any foundation... Read More
Our highly-rated publication for members provides a wealth of information and inspiration in one easy read. In this issue: Essentials for Creating Grant Guidelines A Call for Catalytic Leadership in Philanthropy Is This Self-Dealing? Three Quick Questions to Ask 7 Types of Successful Philanthropists How Racial Equity Supports Better Grantmaking Practices Grantmaking for Equity: Essential,... Read More
Managing a small foundation is rewarding, but it also has its risks. Whether you have few or no employees, all foundations face some basic insurance and financial risks. Foundations are essentially just like any corporate entity; they’re simply nonprofit businesses. So, you face the same risks as any leader of a corporation, such as errors... Read More