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

Use this report as a guide when 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 of foundation members, this unique benchmarking tool gives powerful insight into the grantmaking and operations of small-staffed foundations in the United States.... 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