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
Hear from our partner Glenmede about key trends and insights for this year. Read More
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
This Grantmaking Dashboard helps the Williamsburg Health Foundation’s board and staff analyze data and make informed decisions. Key features include: Strategic Goal Tracking – View grantmaking aligned with key priorities Grant Processing – Track grant status from submission to approval Projections and Pending Requests – Forecast allocations and manage applications Demographics and Services Data – Explore... Read More