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Creating a Strategy and Plan for Your Foundation’s Investing: Developing and Using an Investment Policy Statement

Developing an Investment Policy Statement (IPS) sets the course for managing your foundation’s assets through time. It also reinforces how your investment policy and practices will help to achieve your foundation’s mission and goals. This primer describes how to develop your IPS and guides you through three main tasks, including: Making strategy decisions that lay... Read More

Getting It Done: The Who and How of Small Foundation Investing

Investments are like most things in life: You can get by doing the bare minimum, but your assets will never reach their full potential, and may even suffer. Which management and oversight structure will make it possible for your foundation to make the most of its assets? This primer will help you answer that question.... Read More

Getting to Impact Through Planning

All foundation leaders have one thing in common: the desire to make a difference. But achieving impact requires good planning, intentional work, and a drive to keep learning and improving. This primer will help you undertake a thoughtful planning process that answers two important questions: What do we want to accomplish with our limited resources,... Read More

How to Avoid Self-Dealing

Self-dealing rules, which prevent foundations from entering into a broad range of dealings with foundation insiders, were developed to ensure foundation assets are only used for charitable purposes. However, these complex rules can be violated without foundation staff members even knowing it. This primer will: Help you know the rules, so you can avoid breaking... Read More

Keeping Good Records: Small Foundations’ Guide to Staying Organized

If you haven’t established a system for keeping good records, now is the time! This primer explains what documents to keep and for how long, and describes how to organize your documents by creating a records management system. A system includes: Sorting your documents into categories. Organizing documents and setting up files so you can... Read More

The Foundation Guidebook

Small or large, new or established, your foundation can be a lasting expression of who you are and make an impact for years to come. The Foundation Guidebook provides the baseline knowledge you need for running a foundation and get to the really important work of making a difference. You’ll learn how to build a... Read More