This handbook has been recently updated and 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... Read More
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 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
While managing a small foundation is rewarding, it can also have its risks. This primer can help you assess your foundation’s risks and educate you about insurance as it relates to your organization’s good governance and good management. It covers the following topics: Key insurance policies for nonprofit foundations Shopping for insurance Risk management Protecting... Read More
Self-assessment is an excellent choice for small foundation boards at any stage. Whether your board is focused on fundraising, revising your mission and strategies, or struggling with internal divisions, a good self-assessment offers practical, useful results that help your board stay on track. This primer is designed to empower your board to take a thoughtful... Read More
Your foundation needs policies in order to operate. Yet, the word policy can send some board members running. This primer walks you through 11 policies your foundation should consider and offers tools to empower your board as it works to fulfill the foundation’s mission. The policy topics covered in this primer include: Attending fundraisers Board... Read More