Resources

The Best of Both Worlds: Using Private Foundations and Donor Advised Funds

This guide is for professional advisors whose clients want to formalize their charitable giving through a giving vehicle such as a Donor Advised Fund (DAF) or a private foundation. Experienced professional advisors know that helping clients find the best giving vehicle available for them creates a win-win situation. The clients will be happier with a vehicle that is a... Read More

Foundation Operations and Management Report

Let this report guide you in making operational decisions at your foundation with benchmarking data on boards and governance, grantmaking, investments, staff compensation, and more. Based on our annual Operations and Management Survey to our foundation members, this unique benchmarking tool gives powerful insight into the operations of small-staffed foundations in the United States. What are they... Read More

Ramping Up for High-Impact Philanthropy Toolkit

This toolkit is for seasoned donors, donor advised fund holders, foundation trustees, and staff who are taking steps to significantly ramp up the impact of their giving. No longer content with just “making good grants” or “doing good things for the community,”  you have taken a fresh look at your goals, strategies, and outcomes and... Read More

Great Funder–Nonprofit Relationships Toolkit

This toolkit is designed to help funders recognize the aspects of great relationships with your nonprofit partners, assess competencies, and consider ways to improve how to work with one another. Many ideas in this toolkit were generated by funders and nonprofits during a series of half-day programs around the country, hosted in partnership with the... Read More

RECORDING
Foundations 101 Virtual Seminar: Investment Management Oversight

For those running a foundation, it’s important to understand the board’s fiduciary duties and how to manage investment work, whether or not you’re working with an investment advisor. Learn how the investment policy statement serves as a guide and hear about financial tools that extend your grantmaking in this module of the Foundations 101 virtual... Read More