Investing in companies that are adapting, transitioning and innovating around climate change can be an important part of mitigating some of its most harmful effects. At the same time, it might also help your foundation meet its financial goals: research increasingly suggests that on average, corporations with stronger environmental policies may also exhibit stronger corporate... Read More
This document provides an example of how the Ball Brothers Foundation tracks its progress towards its strategic objectives. This matrix provides a picture of one of the foundation’s goals and just one of the objectives and action items. *** We thank the Ball Brothers Foundation for these sample resources. Read More
Responsible investing is at the heart of how philanthropy can further systemic changes needed in our economy, society and environment. Forward-thinking foundations and families have invested this way for years, but it’s becoming more mainstream. A growing number of philanthropic organizations and individuals see investments as a way to expand impact beyond grantmaking. Mirror the... Read More
This post originally appeared on the Foundant Technologies blog. Last fall we asked our clients to share the work they’re doing in the areas of justice, equity, diversity, and inclusion and, no surprise, they went above and beyond. We are truly inspired by their responses and our follow up conversations, and look forward to sharing these... Read More
Every year, many foundations file their IRS Form 990-PFs with inaccuracies and mistakes that can cost their wallet and reputation. Private foundations that don’t have the in-house technology to meet this requirement may seek assistance from tax advisors to avoid these errors. One such example is that starting with the 2020 tax year, Form 990-PFs... Read More
Foundations play a critical role in advancing equity and addressing disparities in our society. One key practice that foundations are increasingly adopting is the collection and use of disaggregated data. Disaggregated data refers to the separation of compiled information into smaller units based on various characteristics such as age, sex, geographic area, education, ethnicity, or... Read More