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Results for:   Type: “Community Foundations”  

Scanning the Landscape

How do small foundations scan? For starters, they venture into the community, listen to grantees, talk with community leaders and residents, review publications, and commission research and reports. Foundations have the privilege and opportunity to talk with almost anyone in a community. “We try to keep a pulse on the community and learn of things... Read More

Impact Investing: Q&A With Financial Advisors

To learn about impact investing as an option for philanthropists with few or no staff, Exponent Philanthropy spoke with Adam Seitchik and Bill Marvel of Arjuna Capital, Liz Michaels of Aperio Group, and Tim Coffin of Breckinridge Capital Advisors. What do they recommend for funders who are ready to consider impact investing? Exponent Philanthropy: Impact... Read More

Records Retention Policy

A records retention policy is a simple written document—one or two pages—that summarizes your procedures for storing, organizing, purging, archiving, and protecting foundation documents and fulfilling public reporting requirements. A records retention policy typically includes the following information: What documents you store and how long you store them Where you store different types of documents:... Read More

Donor Intent

Documenting and following donor intent is of concern not only to family foundations but to independent foundations, corporate foundations, community foundations, and operating foundations. Some donors have specific criteria they wish the foundation follow for its lifetime, whereas other donors want the foundation to be flexible in responding to future needs. As a result, understanding... 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