Resources

Results for: Type: “All Audiences”

Spotlight Report
A Leanly Staffed Funder’s Guide to Foundation Investing

Every foundation’s goal is to have a thoughtful, disciplined investment process that is aligned with the foundation’s purpose and goals. This guide provides a high-level overview to quickly help you understand different aspects of foundation investment. Within these pages, you’ll find out how to start off with an investment policy statement (IPS), why your foundation... Read More

Sample Document
Statement of Donor Intent

Download a sample format for capturing your donor’s intent in writing. Read More

Sample Document
Evaluation Plans and Results

Learn how one private foundation structured its evaluation plan. Read More

Sample Document
Guidelines for Due Diligence

Download six questions to ask when evaluating grant applications. Read More

Sample Document
Phone Script for Consultant Interviews

Download a phone script to use when contacting potential consultants by phone. Read More

Webinar Recording
Nuance of Words: Re-Framing Language to Increase Advocacy

Reproductive rights and justice are under attack, isolation is increasing the demand for relationship abuse services, society is motivated to take action against racial injustice and oppression. Funders are responding, but if we aren’t intentional about word choice and language, we can inadvertently undermine the causes we’re moving forward. For example, which phrasing allows us... Read More

Resources

Spotlight Report
A Leanly Staffed Funder’s Guide to Foundation Investing

Sample Document
Statement of Donor Intent

Sample Document
Evaluation Plans and Results

Sample Document
Guidelines for Due Diligence

Sample Document
Phone Script for Consultant Interviews

Webinar Recording
Nuance of Words: Re-Framing Language to Increase Advocacy

Why We Give Grants Even When We Say No

Building a Strong HR Framework: A Checklist for Private Foundations

Sole Staffers

Foundation Advocacy Intensive: Develop Your Policy Acumen