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Results for:   Topic: “Grantmaking”  

Advocacy Field Guide
for Lean Funders

Some of the most effective foundations engaged in policy and advocacy in the United States are small, place-based foundations. By focusing deeply, developing insight into their issue, leveraging reputation and relationships, and working with persistence, these funders are achieving extraordinary impact and a high return on their investment. Why We Designed This Guide We designed... Read More

Embracing Strategic Planning In Philanthropy

This primer introduces you to the wide world of foundation strategic planning. No two strategic plans are alike, and the process for developing and implementing strategic plans can be just as different. In this primer, you’ll discover why funders engage in strategic planning, get an overview of the strategic planning process, and hear what other... 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

The Foundation Guidebook

The Foundation Guidebook provides the baseline knowledge you need for running a foundation so that you can get on to the important work of making a difference. You will learn how to build a foundation through thoughtful design and careful construction. Recognizing, though, that you have a lot to do in too little time, this... Read More

Funding and Engaging in Advocacy: Opportunities for Small-Staffed Foundations

Small foundations often know the problems and needs in their communities better than most. That is why it can be valuable for foundations to leverage their resources and understanding of local needs to support nonprofit advocacy. But how do you get started? This primer provides you with a wide “comfort zone” for funding advocacy activities,... Read More