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How To Create an Investment Policy Statement
An investment policy statement (IPS) is the starting point and bedrock of a foundation’s investment strategy. It constitutes a road map for how the foundation plans to achieve and support its stated mission and giving goals through its investment strategy. A foundation’s IPS is a guiding force for the organization, so in the beginning, expect... Read More
Philanthropic Impact: Key Strategies and Factors
As foundations strive to make meaningful change in support of their missions, understanding what leads to philanthropic impact is crucial. In the 2023 Foundation Operations and Management Report, foundations named insufficient grantmaking impact as one of their top challenges. In this blog, I’ll discuss a few factors that drive impact, as well as strategies for... Read More
Partnerships Equal More Impact
When lean funders combine their grantmaking, influence, and passion, they have more impact than either could individually. The Leighty Foundation (Juneau, AK) and the Lodestar Foundation (Phoenix, AZ) both believe that strategic volunteer engagement can advance the missions of funders and their grant partners. Volunteers are often the first to respond to pressing community needs.... Read More
8 Podcast Episodes for Anyone Who Works in Philanthropy
During the pandemic, I dove headfirst into the great wide world of podcasts. Since then, I’ve listened to tens of thousands of hours across a variety of subjects. Here are 8 thought-provoking episodes I think would benefit anyone working in philanthropy. What are your favorite podcasts and podcast episodes? Please let us know in the... Read More
How a Grant Management System Can Streamline Your Giving
In today’s world, funders are constantly looking for ways to optimize their processes and streamline their work. As the needs of your communities evolve, it’s crucial to keep up with the latest technologies. One solution is to use a grant management system built for funders to help streamline your grantmaking lifecycle. In this blog post,... Read More
We Need More Disability Inclusive Philanthropy
As foundations strive to create a more equitable world, they must not overlook the importance of disability inclusive philanthropy. Individuals with disabilities make up about 27% of the U.S. population. Yet, they’re consistently underrepresented on foundation boards and staff. Our 2024 Foundation Operations and Management Report found that just 11% of participating foundations had at... Read More