August 2017 Resources

10 Foundation Activities That Call For Additional Care

Private foundation trustees and staff oversee countless activities, from setting direction and selecting grantees to reviewing policies and investing assets. Several foundation tasks—some mandatory, some voluntary—call for additional care. All are worth your careful consideration to help you be financially savvy and legally compliant, and to help you take full advantage of your foundation’s flexibility.... Read More

Donor Intent: Building a Legacy of Impact Through Partnerships

Donor intent matters. A bevy of articles, consultants, and examples are available on how to craft donor intent statements and how to communicate them. Whatever the content and form, they should be dynamic, reciprocal learning tools that engage family members and beneficiaries. Extreme care needs to be applied so donor intent is not a one-way,... Read More

What the Law Requires When Making Grants

Many people say the U.S. government imposes too many regulations and too much paperwork on our economy. Although everyone doesn’t feel this way, it’s a pretty common refrain. One arena very free of government requirements is foundation grants to public charities. Yet many people who work in foundations and many professional advisors to foundations—attorneys, accountants, and consultants—are... Read More