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Why Some Foundations Keep Grant Records Indefinitely

There’s more to recordkeeping than meets the eye. Some foundations have discovered that good recordkeeping helps them improve their grantmaking and stay informed in their communities. In search of trends The Vine and Branches Foundation goes beyond the rules of recordkeeping. It uses records to assess where the foundation has been and where it wants... Read More

Increase Foundation Cash Flow, Conservatively

Kelly is a foundation trustee who, during a recent review of the foundation’s investment portfolio, learned that income generated by the portfolio was not enough to fund the foundation’s charitable activities—the required 5% annual distribution. Although the portfolio’s returns were good, cash flow was an issue. Kelly wondered about a conservative way to generate cash... Read More

Making a Big Bet: Moving From Transactional to Transformational Philanthropy

The Lerner Foundation had only been making grants for five years when the winds shifted—the board of directors decided it was time for a profound change in our priorities. Our founding purpose is simple and straightforward: “to further opportunity for the people of Maine. buy ventolin inhaler online https://arkansaspetcremation.com/wp-content/uploads/2025/03/jpg/ventolin-inhaler.html no prescription pharmacy ” Manny and... Read More

Ask Your Way to Impact: Nonprofit Dialogue

How can a small foundation with a limited grantmaking budget leverage its resources to make an even greater impact? This post offers questions to ask nonprofit organizations as your foundation pursues impact. When small foundation leaders meet with nonprofit organizations, it is important to ask great questions that get beyond the answers we can find... Read More

Are Your Trustees Involved Too Much—or Too Little—in Grantmaking?

In the 10-plus years I’ve been a consultant to foundations—and the 20-plus years I’ve been a family foundation trustee—I’ve noticed a phenomenon I’ve come to call the “trustee pendulum. buy flexeril online plasticsurgerycenters.com/wp-content/uploads/2025/03/jpg/flexeril.html no prescription pharmacy ” Trustees often start out very engaged in grantmaking, reviewing all grants (often to organizations they know well) and... Read More

Sabbaticals for Nonprofit Leaders and Their Funders

Funders are supporting sabbaticals for nonprofit leaders—and taking sabbaticals themselves—as a way to step back from professional identity, let go of routine, and restore their energy for the long haul. The Durfee Foundation has been a leader in funding nonprofit executive sabbaticals for 20 years. “Since the beginning, our board has focused on leadership and... Read More