Foundation boards and their accountants often use different formats for financial statements. In response, a group of experienced foundation financial officers, CPAs, and attorneys developed a uniform financial reporting system as a model for any private foundation. This uniform system can: Help your foundation prepare your Form 990-PF. The statements were created with the Form... Read More
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
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
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
Evaluation can be a daunting topic for foundations of all sizes. So why encourage small foundations with already limited time and money to take on evaluation? That’s easy: Evaluation is a key element for foundations that want to increase the impact of their giving. This primer introduces you to the evaluation process and outlines each... Read More
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