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Beyond Grants: How to Manage a Successful Private Foundation
A family private foundation creates a structure for charitable giving and a lasting legacy for the family, but it also comes with administrative burdens. Stephanie Yan, GHJ Managing Director and Private Foundation Practice Leader, talks to Pegine Grayson, Senior Vice President/Client Advisor, Director of Philanthropic Services at Whittier Trust, about the mundane but essential tasks... Read More
Program Related Investments: A Powerful Tool for Grantmakers
Program related investments (PRI) are loans, loan guarantees, or other types of investments made by a foundation to support a charitable purpose. They’re also a powerful and flexible tool to add to your foundation’s toolkit. A PRI can count toward a foundation’s distribution requirement if it meets the following federal criteria: They serve a charitable... Read More
Filing Your IRS Form 990-PF with Confidence
Every year, many foundations file their IRS Form 990-PFs with inaccuracies and mistakes that can cost their wallet and reputation. Private foundations that don’t have the in-house technology to meet this requirement may seek assistance from tax advisors to avoid these errors. One such example is that starting with the 2020 tax year, Form 990-PFs... Read More
Power Sharing for Systems Change
The Sauer Family Foundation invests in strengthening the well-being of children so they thrive in their families and communities in Minnesota. After the events at George Floyd Square unfolded not far from our office and home, we decided there was no better time to bring a larger influx of our resources to bear for children... Read More
Key Insights from the 2023 Foundation Operations and Management Report
Exponent Philanthropy is proud to release the latest edition of the Foundation Operations and Management Report (FOMR). This premier benchmarking resource offers mission-critical statistics on grantmaking, boards and governance, investments, and administration – including salary and benefits – for foundations with few or no staff. Below are some initial interesting findings from the 2023 edition.... Read More
Why Impact Investing Is Even More Important in Uncertain Times
This post originally appeared on Arabella Advisors’ blog. Nobody knows when the next recession will arrive or how bad it will be. But there are plenty of signals that experts point to that can make investors cautious or nervous. Regardless of when the next economic downturn does arrive, foundations and nonprofit asset owners can—and should—play a... Read More