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Streamlining Your Financial Due Diligence

Most funders ask grantees—prospective and current—to customize their budgets and financial information to fit the funder’s requirements. Project Streamline, a collaboration of grantmakers and grantseekers working to improve application and reporting practices, recommends a different way: Make requests for nonstandard information the exception rather than the rule. Consider the real costs to nonprofits of customizing... Read More

An Introduction to Giving Circles

Giving circles have often been called do-it-yourself philanthropy because of their flexible and customizable structures. They are part of a long tradition of collective giving, which, over time, has included mutual aid societies in many immigrant communities and voluntary groups, such as fraternities and sororities, the Rotary Club, and Lions Clubs. Giving circles also have... Read More

Successful Site Visits

“Few tasks in the foundation world prove as interesting, rewarding, and exhilarating as the site visit,” write the authors of Grantmaking Basics: A Field Guide for Funders. “Site visits can lift your spirits and enliven your day by reminding you precisely why you chose to work in the foundation world.” Make the most of your... Read More

Creating and Running a Giving Circle

The following guidelines, adapted from the Forum of Regional Associations of Grantmakers’ Giving Circles Knowledge Center, can be a useful checklist for decision making when creating and running a giving circle. It is unnecessary to follow these guidelines in order; for example, some newly launched giving circles already may have a focus or a host... Read More

Disaster Grantmaking Principles and Considerations

You can make a difference before and after disasters in a variety of ways: Grants for relief—These grants can meet critical needs in the aftermath of disasters. Victims may need rescue, food, shelter, or clothing just to survive. This phase requires intensive activity but usually ends quickly—within a few days. Grants for recovery—Such grants can... Read More

The Universe of Giving Structures

You’ll be more successful in choosing an appropriate giving vehicle if you start with your vision for your philanthropy and let the structure follow. Begin by identifying your philanthropic goals, the activities you want to engage in, and your tax priorities. We strongly recommend that you work with a professional advisor to decide which giving... Read More