This primer introduces you to the wide world of foundation strategic planning. No two strategic plans are alike, and the process for developing and implementing strategic plans can be just as different. In this primer, you’ll discover why funders engage in strategic planning, get an overview of the strategic planning process, and hear what other... Read More
As the climate crisis continues to accelerate and reach the forefront of our global conversation due to headline-dominating wildfires and ever more frequent hurricanes, many members of the philanthropic community have leveraged their grantmaking to support environmental stewardship. To maximize impact, funders are looking beyond their grantmaking and considering how to leverage the entirety of... Read More
Many funders are tired of applying bandages. They are looking for ways to address issues at their core and make deeper, longer-lasting change. Small foundations are perfectly positioned to catalyze change by funding and engaging in advocacy. Discover the many powerful ways you can play needed roles such as convening, capacity building, commissioning research, and... Read More
This guide is for professional advisors whose clients want to formalize their charitable giving through a giving vehicle such as a Donor Advised Fund (DAF) or a private foundation. Experienced professional advisors know that helping clients find the best giving vehicle available for them creates a win-win situation. The clients will be happier with a vehicle that is a... Read More
Small foundations often know the problems and needs in their communities better than most. That is why it can be valuable for foundations to leverage their resources and understanding of local needs to support nonprofit advocacy. But how do you get started? This primer provides you with a wide “comfort zone” for funding advocacy activities,... Read More
Evaluation can be a daunting topic for foundations of all sizes. So why encourage small foundations with already limited time and money to take on evaluation? That’s easy: Evaluation is a key element for foundations that want to increase the impact of their giving. This primer introduces you to the evaluation process and outlines each... Read More