If you haven’t established a system for keeping good records, now is the time! This primer explains what documents to keep and for how long, and describes how to organize your documents by creating a records management system. A system includes: Sorting your documents into categories. Organizing documents and setting up files so you can... Read More
As a foundation, your success hinges on the success of your nonprofit grantees. And strong leaders play an essential role in the success of nonprofit organizations. This primer explores how your foundation can support emerging leaders in the nonprofit sector. In it, you will: Learn about the obstacles to recruiting and retaining leaders in the... Read More
Self-dealing rules, which prevent foundations from entering into a broad range of dealings with foundation insiders, were developed to ensure foundation assets are only used for charitable purposes. However, these complex rules can be violated without foundation staff members even knowing it. This primer will: Help you know the rules, so you can avoid breaking... Read More
New staff members can offer your foundation an opportunity to deepen its capacity, broaden its perspective, and increase its impact. In this primer, you’ll find an overview of the issues a foundation should weigh at each step of the hiring process. These steps include: Recruiting Interviewing Setting compensation Hiring New employee orientation Whether you are... Read More
For foundations, making an impact requires good planning, intentional work toward a goal, and a drive to keep learning and improving. Evaluation is a critical tool along the way. This primer makes the case for evaluation as a powerful tool for your foundation. It will: Define impact and evaluation. Discuss the many reasons to incorporate... Read More
There’s no question: listening to your community is a key factor in good grantmaking. This survey offers your foundation a structured opportunity to learn from your grantees and applicants, identify areas of strength and opportunities for improvement, and set up your board and staff for productive conversations that increase your foundation’s effectiveness. Here’s what you... Read More