Originally published by PEAK Grantmaking (November 17, 2017) A few weeks ago, I got the opportunity to attend a full day, in-person event with PEAK Grantmaking’s Midwest Regional Chapter. As a millennial (albeit on the older side of the generation) who started her career taking trainings online and conducting webinars, you might be surprised to... Read More
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
Rural philanthropy requires a different kind of thinking and creativity from urban philanthropy. It stands to reason, then, that the networks rural funders build will look different from those that traditionally attract more urban-focused foundations. In my work researching and building rural philanthropy, I’ve seen two main types of foundations that describe themselves as “rural... Read More
Regular performance evaluations—at least once a year—can help staff improve their work. The board evaluates the foundation’s lead staff person (i.e., executive director, foundation administrator, CEO). In turn, the lead staff person evaluates other staff members and consultants (as applicable). In some cases, staff members evaluate themselves and then compare their assessments with their supervisor.... Read More
There is little legal advice specific to recordkeeping after a foundation closes. According to best practice, however, financial and tax records should be kept for a minimum of 7 years after their filing dates. Other business records, such as pension plans and D&O liability insurance contracts, should be kept for a minimum of 10 years.... Read More
At its core, CEO evaluation involves two basic steps: defining the CEO’s job responsibilities and checking back at a later point to determine if the responsibilities were met. Keep in mind: Although formal evaluation is an important component of a good working relationship, it is not a substitute for ongoing communication. CEOs need feedback year... Read More