We designed this handbook specifically for trustees and directors of small-staffed foundations, and key staff who work closely with them. It provides information on and insights into foundation fundamentals: governance, grantmaking, legal compliance, and financial oversight. At the same time, it shares a wealth of tips and tools to orient you to the trustee role.... Read More
Use this simple form to evaluate your board meetings. Read More
Download sample guidelines for board authorization of grants. Read More
Download a sample format for foundation board meeting minutes. Read More
Download sample text to help you articulate your guidelines for board size and eligibility. Read More
Lean funders learn to hit above their weight class in many ways, including partnering at the “right time” with the “right philanthropic consultant.” Hear the story of growth and evolution of The Carl and Roberta Deutsch Foundation’s HALO Award program and how this was made possible through an intentional partnership with its philanthropic consultant, Blue... Read More