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Grantee and Applicant Perception Survey

There’s no question: listening to your community is a key factor in good grantmaking. This survey offers your foundation a structured opportunity to learn from your grantees and applicants, identify areas of strength and opportunities for improvement, and set up your board and staff for productive conversations that increase your foundation’s effectiveness. Here’s what you... Read More

Filing the Form
990-PF

How do you know if your foundation’s Form 990-PF is true, correct, and complete? Can you simply assume an accountant will get it right? Unfortunately, the answer is no. In fact, regulators estimate that at least 25% of all 990-PFs have errors. Despite this statistic, there is hope. This primer highlights problem areas, offers tips,... Read More

Protecting Your Small Foundation With Insurance

While managing a small foundation is rewarding, it can also have its risks. This primer can help you assess your foundation’s risks and educate you about insurance as it relates to your organization’s good governance and good management. It covers the following topics: Key insurance policies for nonprofit foundations Shopping for insurance Risk management Protecting... Read More

Strategic Uses of Donor Advised Funds

Private foundations are a great way to give. And many foundations use multiple giving vehicles to accomplish their charitable goals. One of these vehicles is donor advised funds (DAFs). This primer looks at how DAFs work and how your foundation can use DAFs to further its philanthropic goals. It covers: How DAFs differ from private... 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

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