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Involving Teens in Philanthropy

By the time young people reach their teens, they are trying to develop their own identities and often prefer spending time with peers. Parents can help guide their teens’ philanthropic interests, but not dictate them. If teens aren’t interested in engaging in philanthropic activities with their families, parents may find opportunities for teens to do... Read More

Transform Your Bookkeeping With These Simple T’s

Producing audit ready financial records for a private foundation can be an intimidating task—even for financial professionals. With fiscal year-ends that may differ from a calendar year (they do at roughly 50% of private foundations according to Thomas F. Blaney, CPA, CFE and partner, director of foundation services at PKF O’Connor Davies)—there often is no simple... Read More

Is Your Foundation Subject to GDPR?

Legal insights provided by Arnold & Porter On May 25, 2018, the European Union General Data Protection Regulation (GDPR)—the most sweeping change to data privacy in more than two decades—took effect. GDPR is designed to “harmonize data privacy laws across Europe, to protect and empower all EU citizens data privacy, and to reshape the way organizations across... Read More

Essentials
Fall 2018: Managing Change

Our highly rated quarterly publication for members provides a wealth of information and inspiration in one easy read. In this issue: How People Experience Change—and How You Can Help How to Champion Change From the Inside Out Why It’s Important to Start Planning for Leadership Succession Now Managing the Stress of Leading Change Read More

Community Foundation Investment Oversight: Getting Up to Speed

Consider a community foundation with assets of $12 million. A foundation of that size might make a little over $600,000 in grants in a year and raise $750,000. The foundation works carefully to oversee the funds going out and coming in, but what about the remaining $11.4 million in its endowment? $11.4 million. If the... Read More

How Can Community Foundations Prepare to Invest for Impact

For many years, small-staffed foundations have been at the heart of the impact investing movement, joining with—and, at times, leading—larger philanthropies. Today’s community foundations are investing for impact in two ways: through program related investments (PRIs) made with the expectation that the amount invested will be repaid to the foundation, and by investing a portion... Read More