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
We all want to make an impact, or in simpler terms, make a real difference. This desire often leads foundations to ask themselves: “Could we make a bigger difference?” But with limited time, it can be challenging to figure out how to get there. This simple tool offers your organization a framework that you can... Read More
Illustrating the power of individual, family, and small-staffed foundation donors We are pleased to share with you our annual report, Outsized Impact 2016, which showcases many of our 2016 accomplishments and illustrates the power of small-staffed foundations, philanthropic families, and individual donors. We invite you to read these stories, share them with others, and embrace the... Read More
Although most foundations choose to not compensate board members for routine board service—creating or revising foundation policies, overseeing foundation operations, attending board meetings, and more—one size does not fit all. For some small foundations, culture and assumptions, or specific strategies and rationales, lead the board to compensate its members. This publication reviews: The laws and... 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
When your organization welcomes new board members, you know you need to share about your foundation, its programs, and what it means to serve on a board. But where to begin? Some of your new trustees may be family members who’ve grown up hearing about the foundation. Others may be experts who specialize in your... Read More