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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

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

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

Adopting a Learning Mindset

Learning in philanthropy can happen in any number of ways, from traditional training programs to regular discussions with board members, staff members, or grantees about how things are going and how to get better results. Individuals and organizations with learning mindsets realize that learning is about more than ensuring that grantees are doing what they... Read More

Employment-Related Taxes

Here, step-by-step, is an overview of everything you need to know, file, and pay to get off to a good start with a new staff person. Classify Every person who receives compensation needs to be classified as an employee or a contractor. The Internal Revenue Service (IRS) has guidelines (in publication 15-A) to help you... Read More