Sample Document
Hiring Investment Professionals
Download sample questions and requests for proposals to use when hiring investment professionals. Read More
Resources
Results for: Type: “All Audiences”
Sample Document
Sample Document
Proposal Summary Form
Use this sample to summarize grant proposals for your grant committee or board. Read More
Sample Document
Guidelines for Linking Grantmaking and Mission
See four questions that one family foundation finds useful in reflecting its mission in its grantmaking. Read More
Sample Document
Theories of Change
See how different funders articulate the path by which their giving leads to their desired impact. Read More
Sample Document
Financial Review Form
Download a sample form to help you evaluate an applicant’s financials. Read More
Webinar Recording
Rapid Learning to Reduce Risk and Build Trust
Taking on risky, large, or new projects when you are a small staffed foundation can be very challenging and seem aspirational. What if you could deploy a strategy to expand your giving, receive rapid and early validation to enable more confidence in your giving, all while investing in capacity- and relationship-building with your grantee partners?... Read More