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Creating a Strategy and Plan for Your Foundation’s Investing: Developing and Using an Investment Policy Statement

Developing an Investment Policy Statement (IPS) sets the course for managing your foundation’s assets through time. It also reinforces how your investment policy and practices will help to achieve your foundation’s mission and goals. This primer describes how to develop your IPS and guides you through three main tasks, including: Making strategy decisions that lay... Read More

The Foundation Guidebook

Your Essential Resource for Foundation Success The Foundation Guidebook is a practical guide for leaders of foundations with few or no staff. Whether you’re launching a new foundation or taking on a key role in an existing one, this updated edition provides essential insights and step-by-step guidance for effective foundation management.  What’s Inside: Key Areas of... Read More

Getting to Impact Through Planning

All foundation leaders have one thing in common: the desire to make a difference. But achieving impact requires good planning, intentional work, and a drive to keep learning and improving. This primer will help you undertake a thoughtful planning process that answers two important questions: What do we want to accomplish with our limited resources,... Read More

Getting to Impact: Why Evaluation Is Key – Stories From Small Foundations

For foundations, making an impact requires good planning, intentional work toward a goal, and a drive to keep learning and improving. Evaluation is a critical tool along the way. This primer makes the case for evaluation as a powerful tool for your foundation. It will: Define impact and evaluation. Discuss the many reasons to incorporate... Read More