In the 10-plus years I’ve been a consultant to foundations—and the 20-plus years I’ve been a family foundation trustee—I’ve noticed a phenomenon I’ve come to call the “trustee pendulum.” Trustees often start out very engaged in grantmaking, reviewing all grants (often to organizations they know well) and managing the grantmaking process, which is typically quite... Read More
Too often, grantees do the asking, reporting, and proving, while donors sit in positions to say yes or no, how much, when, and what’s required. Navigating the complex grantee–grantor relationship takes more than just good intentions—it takes flexibility, finesse, and a sincere desire to balance the power dynamics at play. Katherine Lorenz, president of the... Read More
Five years ago, The Belk Foundation looked very different than it does today. When I was asked to come on as the foundation’s first full-time director, the objective from the board was clear: help us connect this 80-plus-year-old foundation more fully into the community, so that we may better understand the impact of our grantmaking.... Read More
Ever thought about doing an in-house “quick and dirty” strategic plan for your giving? To be honest, I hadn’t either. But after receiving 400 requests for funding in the first year after establishing an additional focus of sustainable agriculture and food systems work, we knew we had to do something. The requests covered a wide... Read More
Ramping up—or significantly increasing charitable giving or activities—can be an empowering transition point in your philanthropy. It can also leave you bewildered by the complexities that come with your new normal. What does it mean to ramp up in response to an influx of assets—perhaps the most common reason funders increase their charitable giving and/or... Read More
As funders increasingly seek to supply resources beyond financial support to their grantees, many are engaging third-party consultants to provide capacity building assistance. But how can funders know whether these resources are really strengthening grantees? What are some reasonable benchmarks for evaluating this assistance? We at Arbor Brothers are fervent believers in the value of capacity building—so... Read More