Sample Document
Theories of Change
See how different funders articulate the path by which their giving leads to their desired impact. Read More
See how different funders articulate the path by which their giving leads to their desired impact. Read More
Download a sample form to help you evaluate an applicant’s financials. Read More
Taking on risky, large, or new projects when you are a small staffed foundation can be very challenging and seem aspirational. What if you could deploy a strategy to expand your giving, receive rapid and early validation to enable more confidence in your giving, all while investing in capacity- and relationship-building with your grantee partners?... Read More
Every foundation’s goal is to have a thoughtful, disciplined investment process that is aligned with the foundation’s purpose and goals. This guide provides a high-level overview to quickly help you understand different aspects of foundation investment. Within these pages, you’ll find out how to start off with an investment policy statement (IPS), why your foundation... Read More
Download a sample format for capturing your donor’s intent in writing. Read More
Learn how one private foundation structured its evaluation plan. Read More