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Five Strategies for Keeping Trustees on the High Road

Foundation trustees have many responsibilities, but fulfilling their legal duties probably tops the list. As such, it’s important that you know the rules and where trustees trip up most. Beyond the law, there are many things foundations can do, such as having a clear mission statement and healthy decision-making process, to help trustees stay out... Read More

What To Do Today for Successful Succession

The National Center on Family Philanthropy (NCFP) finds that most donors don’t begin to think about succession in the earliest days of the foundation. Even donors with adult children at the time of start-up tend to delay thinking about the children’s involvement until a much later time. In both cases, the delay can be a... Read More

Turning Your Next Board Retreat Into a Board Advance

A well-run board retreat energizes people and propels your foundation forward. Unfortunately, many board members approach retreats with about as much enthusiasm as a trip to the dentist. This dread often is justified: Lack of preparation, hidden agendas, or unproductive communication can make a retreat seem like a big step backward for the foundation. The... Read More

Webinar Recording
Managing Risk to Maximize Impact in Grantmaking

Funders are often described—and describe themselves—as being able to take risks that neither the private sector nor the government can or will take. However, no industry standard currently exists for defining, assessing, and managing risk in philanthropy. Few grantmakers assess risk during the application process and even fewer have processes in place to manage risks... Read More

Webinar Recording
What Is a Coach Approach to Philanthropy?

The “coach approach” is a skillset and mindset that can transform the key relationships in your philanthropic work. Using deep listening and powerful questions, the “coach approach” helps you gain awareness, discover new ways of thinking, and focus on creating collaborative solutions. During this webinar, you will learn the basics of the approach and hear... Read More