Resources

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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

Essentials
Winter 2021: Community Civic Engagement

Our highly rated quarterly publication for members provides a wealth of information and inspiration in one easy read. In this issue: Small Funders Are Perfectly Positioned to Be Advocates How Deep Relationships With Community Informs Our Grantmaking Bettering Political Civil Discourse in Your Community A Pro Football and Venture Capital Approach to Philanthropy Humanities Organizations... Read More

Webinar Recording
Advocacy by Small Foundations

Many funders are tired of applying bandages. They are looking for ways to address issues at their core and make deeper, longer-lasting change. Small foundations are perfectly positioned to catalyze change by funding and engaging in advocacy. Discover the many powerful ways you can play needed roles such as convening, capacity building, commissioning research, and... Read More

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

Advocacy Field Guide
for Lean Funders

How Small and Place-Based Foundations and Donors Can Make Big Change With Little Money Funders with few or no staff are perfectly positioned to fund and engage in advocacy. Smaller funders have deep ties to their communities, can act quickly to respond to emerging opportunities, and can focus in a laser-like way. Donors and trustees... Read More

Closing Shop: When Small Foundations Get Out of the Foundation Business

It is becoming increasingly common for foundations to consider closing shop. While the reasons you’re contemplating this option may be straightforward, the process of closing can be complicated. The primer walks you through the strategy choices, tasks, and legal steps of closing shop so you can be confident that you know the main legal issue... Read More