Sample Document
Next Gen Deliverables
Read what one foundation requires of its next generation in the year prior to becoming an associate trustee. Read More
Resources
Results for: Type: “All Audiences”
Sample Document
Sample Document
Grant Evaluation Rubric
Download a rubric to help you weigh various aspects of a grant application. Read More
Webinar Recording
Effectively Partnering with Philanthropy Consultants: How Lean Funders Can Enhance Impact and Extend Their Team
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
Sample Document
Place-based Grantmaking Process Flow Chart
This flow chart for place-based grantmaking (funding can be for either a 501c3 or a for-profit) is courtesy of the Allegany Franciscan Ministries. Read More
Sample Document
Site Visit Reports
Use these forms to record your observations during a site visit. Read More
Sample Document
Next Generation Retreat Agenda
Download a sample agenda and email announcement for a meeting of your next generation. Read More