This guide is for professional advisors whose clients want to formalize their charitable giving through a giving vehicle such as a Donor Advised Fund (DAF) or a private foundation. Experienced professional advisors know that helping clients find the best giving vehicle available for them creates a win-win situation. The clients will be happier with a vehicle that is a... Read More
The Foundation Operations and Management Report—the only resource of its kind for foundations operating with few or no staff—offers key industry benchmarks and long-term data on the evolution of lean foundations. Based on our annual survey of members, this report has insights into the grantmaking, operations, and management of foundations with few or no staff.... Read More
Download a phone script to use when contacting potential consultants by phone. Read More
Download sample policies to govern reimbursement for expenses incurred while traveling for foundation business. Read More
Download a sample foundation press release. Read More
Download one foundation’s spending policy for maintaining its endowment in perpetuity. Read More