Resources

The Trustee Handbook: The Essentials for an Effective Board Member

This handbook is designed specifically for trustees of small foundations with few or no staff. It is a comprehensive resource that features detailed guidance on important topics for every board member and trustee, including: Small Foundation Governance Grantmaking Tax and Legal Issues Financial Oversight and Investments In addition, the handbook includes updates on recent laws... Read More

Strategic Uses of Donor Advised Funds

Private foundations are a great way to give. And many foundations use multiple giving vehicles to accomplish their charitable goals. One of these vehicles is donor advised funds (DAFs). This primer looks at how DAFs work and how your foundation can use DAFs to further its philanthropic goals. It covers: How DAFs differ from private... Read More

Ramping Up Your Foundation: Key Considerations for Planning and Managing a Significant Increase in Giving

Ramping up giving offers your foundation a number of opportunities, including deeper stakeholder engagement, extended reach and influence, new funding strategies, and greater impact in your interest area. This primer is designed to help foundations like yours thoughtfully and responsibly plan for a significant ramp-up in giving and/or adjust to a sudden infusion of assets.... Read More