In a time of economic uncertainty, staffing shortages, and growing community needs, funders can offer critical support, not just through dollars, but by streamlining practices. Simplifying grant applications and reporting is one of the most effective ways to reduce the burden on nonprofits and free up their time for mission-driven work. Especially now, every hour spent... Read More
This Grantmaking Dashboard helps the Williamsburg Health Foundation’s board and staff analyze data and make informed decisions. Key features include: Strategic Goal Tracking – View grantmaking aligned with key priorities Grant Processing – Track grant status from submission to approval Projections and Pending Requests – Forecast allocations and manage applications Demographics and Services Data – Explore... Read More
Health insurance is one of the most common benefits lean foundations offer their staff, alongside paid time off and retirement plans. According to the 2025 Foundation Operations and Management Report, 76% of foundations provide health insurance for full-time employees. One of the most frequently discussed topics in our Member Discussion Community is securing health insurance... Read More
This handbook details workplace policies, benefits, leave policies, and expectations at the Jamie and Denise Jacob Family Foundation. It’s a valuable resource for foundations creating or updating their employee policies. Topics include: Compensation, benefits, and paid leave Workplace culture and expectations Anti-harassment and non-discrimination policies Technology, social media, and confidentiality guidelines Read More
Navigating Legal and Financial Compliance Good governance goes beyond best practices—it ensures your foundation meets essential legal and financial requirements. This section outlines key regulations every private foundation must follow, starting with foundation law, IRS requirements, and the 990-PF tax form. You’ll also find guidance on budgeting and critical legal considerations, such as self-dealing restrictions,... Read More
You’ve Decided to Start a Foundation—Now What? You’ve taken the first step in launching a foundation—now it’s time to bring your vision to life. Beyond the legal and financial considerations, defining your philanthropic focus is key to making a lasting impact. This page will guide you through the essentials to help you get started. How... Read More