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Foundation Fundamentals: Grantmaking

Grantmaking Strategy: Maximizing Your Foundation’s Impact Grantmaking is the culmination of your foundation’s efforts and defines its impact. A strong grantmaking strategy starts with clear goals and well-structured requirements for grantees, making grant management smoother and funding more effective. However, successful grantmaking goes beyond just distributing funds—it involves deeper engagement. Understanding nonprofit financials helps assess... Read More

Foundation Fundamentals: Investments

Investments: Managing Foundation Assets for Greater Impact Imagine a foundation with $10 million in assets. To meet the 5% distribution requirement, it must allocate $500,000 annually. While foundations carefully manage their grant distributions, what happens to the remaining $9.5 million? This section explores how foundations manage investments, including oversight responsibilities and key fiduciary principles. Smart... Read More

Jamie and Denise Jacob Family Foundation Employee Handbook (March 2025 Edition)

This handbook details workplace policies, benefits, leave policies, and expectations at the Jamie and Denise Jacob Family Foundation. It’s a valuable resource for foundations creating or updating their employee policies. Topics include: Compensation, benefits, and paid leave Workplace culture and expectations Anti-harassment and non-discrimination policies Technology, social media, and confidentiality guidelines Read More