Is your board covering all the bases of good governance this year? A comprehensive checklist of annual board tasks ensures your foundation remains up-to-date and on track. By including legal obligations and governance best practices, this checklist serves as a valuable guide for established foundations (not start-ups). While some tasks are legally required, others are... Read More
Grant applications are an important touchpoint for nonprofits and grantmakers alike. Recently, Blackbaud has been taking a hard look at the modern grantee experience for those who use our portal for grant applications. We wanted to know if the grantee portal afforded our funder clients the flexibility to get the information they needed, while also... Read More
Managing a private foundation with staff requires more than just focusing on its mission; it also demands careful attention to human resources. By addressing key HR questions, you can ensure your foundation is legally compliant, ethically sound, and a positive place to work. Below is a checklist to help guide your HR practices. Advisors and... Read More
Our highly-rated publication for members provides a wealth of information and inspiration in one easy read. In this issue: Essentials for Creating Grant Guidelines A Call for Catalytic Leadership in Philanthropy Is This Self-Dealing? Three Quick Questions to Ask 7 Types of Successful Philanthropists How Racial Equity Supports Better Grantmaking Practices Grantmaking for Equity: Essential,... Read More
This sample RFP, provided by the Marion I. & Henry J. Knott Foundation, outlines how a private foundation can solicit proposals from accounting firms for part-time, contract-based bookkeeping and accounting services. It includes a detailed scope of work, submission requirements, and evaluation criteria—making it a useful template for foundations looking to hire external financial support. Read More
Are your foundation’s finances well-managed? As a lean funder, you know the importance of keeping things efficient and organized. Taking care of the finance function is no exception. Follow these four fundamentals to ensure your foundation’s finances are in great shape. 1. Keep a Finance Calendar At lean foundations, it’s common for one or two... Read More