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Foundation’s DEI Progress Reflects Its Place-Based Grantmaking

This post originally appeared as a GMA Foundations case study. The Theodore Edson Parker Foundation has a history of prioritizing its commitment to underserved groups in Lowell, Massachusetts, the city in which the foundation was established in 1944. But in order to really effect change and to more closely reflect an evolving and increasingly diverse... Read More

Spring Cleaning Your Investment Portfolio

It’s that time of year again—the days are getting warmer, daffodils and tulips in bloom, and for many, a bit of spring cleaning. Now, have you considered the same for your investment portfolio? This ten step checklist can help: 1. Has the organization’s risk tolerance changed? Think about the time horizon of your organization, an... Read More

Grantmaking Basics: Creating Grant Guidelines

By communicating openly, you can build good relationships with potential partners from the start—and quickly help others move on to other funders. “It’s important to remember that our success as grantmakers depends on our grantees’ success. If we can improve our processes, we’re contributing to their effectiveness as well as our own.” – Christine Elbel,... Read More

Investment Management Oversight: Preparing To Invest for Impact

For many years, small-staffed foundations have been at the heart of the impact investing movement, joining with, and at times leading, larger philanthropies. Small-staffed foundations tend to be more agile than their larger, staffed counterparts; they often have more knowledge on needs in certain issue areas and geographies; they’re better positioned to deploy a greater... Read More

The Catalytic Philanthropy Podcast

Creative Funders Explore Their Art and Craft Meet some of the most creative, resourceful, and risk-taking funders in the country. These individuals are creating a new kind of philanthropy. They’re shifting from the transactional to the transformational. We’ll explore: What makes small foundations creative? How do they make impact far beyond their size? What powers... Read More