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The “Other” Investment Policy Statement

To create change, improve lives, or find a cure, philanthropists must approach their work as an investment and not simply as a gift. By definition, gift giving requires nothing in return. So when our sector talks about major gifts or big givers, we lose track of what effective philanthropy should be: a carefully constructed investment... Read More

Planning a Meeting? Ditch the Conference Room and Hit the Hiking Trail

I had one of my more interesting and productive meetings with two colleagues the other day. Like me, these colleagues are both executive directors of grantmaking foundations that work in our community. One has tenure of more than 15 years, and I have known him for those years and more. The other is celebrating his... Read More

Is Change Calling You in Life, Love, or Philanthropy?

How do we make the biggest decisions in life? How do we decide to get married? Have a child? Begin a new career? Start a business? How do organizations such as foundations transform themselves? Sometimes change comes from deliberate planning—a weighing of pros and cons, mapping out scenarios, looking at the different considerations (financial, practical,... Read More

Shaping a Foundation’s Future While Honoring Its Past

We’ve had the great pleasure of serving as the grantmaking and foundation management partner for Kathleen deLaski and the deLaski Family Foundation for the past three years. The foundation brought us on to help it adapt its mission, vision, and goals in a way that makes the most of the current board’s knowledge, networks, and... Read More

Introducing a New Evaluation System

For more than 60 years, Foellinger Foundation has provided resources for Allen County, Indiana, residents to increase their self-reliance through grants to nonprofit organizations that directly serve them. But, as our grantees are helping people move from dependence to independence, measuring how they do that, and do it effectively, has often been challenging. To address... 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.” Manny and Polly Lerner’s broad and hopeful intention gave us the... Read More