This document provides an example of how the Ball Brothers Foundation tracks its progress towards its strategic objectives. This matrix provides a picture of one of the foundation’s goals and just one of the objectives and action items. *** We thank the Ball Brothers Foundation for these sample resources. Read More
Are you uncertain whether your foundation is benchmarking to its fullest advantage? Do you wonder if you should do more? Benchmarking can be a simple, straightforward process. Your foundation can benefit from it with minimal time and effort and on any budget. Common types of benchmarking include: Best practices benchmarking involves looking at other foundations that do... Read More
A group of Exponent Philanthropy members interested in engaging the next gen worked on a shared document during a virtual roundtable program to compile ideas on ways for engagement. This sample document is a compilation of the ideas. Read More
This sample document is courtesy of the Sherwood Trust. Read More
This Credit Card Policy and Procedures document The Cullen Foundation. Read More
Mission-aligned investing is about putting the “other” 95% to work through the markets and toward your foundation’s mission. Many foundation board and staff think that adhering to fiduciary duty means not being able to take advantage of this mission-alignment, with a perception that this way of investing can’t achieve market-rate returns. The latest data from... Read More