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Spring Cleaning Your Investment Portfolio

It’s that time of year again—the days are getting warmer, daffodils and tulips in bloom, and for many, a bit of spring cleaning. Now, have you considered the same for your investment portfolio? This ten step checklist can help: 1. Has the organization’s risk tolerance changed? Think about the time horizon of your organization, an... Read More

Foundation’s DEI Progress Reflects Its Place-Based Grantmaking

This post originally appeared as a GMA Foundations case study. The Theodore Edson Parker Foundation has a history of prioritizing its commitment to underserved groups in Lowell, Massachusetts, the city in which the foundation was established in 1944. But in order to really effect change and to more closely reflect an evolving and increasingly diverse... Read More

Making Your Board More Equitable Requires an Intentional Transformation

The National Recreation Foundation (NRF), with roots going back to 1919, supports youth development through recreation. It believes all young people should have the opportunity to have positive recreational experiences, regardless of their geographic, social or economic status. When these experiences are accessible to everyone, everywhere, they build strong kids and communities. Historically, the NRF... Read More

Beyond Governance: Training Foundation Board Members for Leadership

This article was originally published in the July/August 2021 issue of Taxation of Exempts, a Thomson Reuters journal. In the philanthropy and nonprofit field, training and development for boards of directors has traditionally focused on basic, fundamental roles and responsibilities. Common topics include: the duties of board members; legal compliance; providing strategic direction; hiring and... Read More