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The Trustee Handbook: Essentials for Effective Foundation Board Members

This handbook has been recently updated and is designed specifically for trustees of small foundations with few or no staff. It is a comprehensive resource that features detailed guidance on important topics for every board member and trustee, including: Small Foundation Governance Grantmaking Tax and Legal Issues Financial oversight and investments. In addition, the handbook... Read More

Hiring Great Staff

New staff members can offer your foundation an opportunity to deepen its capacity, broaden its perspective, and increase its impact. In this primer, you’ll find an overview of the issues a foundation should weigh at each step of the hiring process. These steps include: Recruiting Interviewing Setting compensation Hiring New employee orientation Whether you are... Read More

Getting to Impact: Why Evaluation Is Key – Stories From Small Foundations

For foundations, making an impact requires good planning, intentional work toward a goal, and a drive to keep learning and improving. Evaluation is a critical tool along the way. This primer makes the case for evaluation as a powerful tool for your foundation. It will: Define impact and evaluation. Discuss the many reasons to incorporate... Read More

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

Investing in Nonprofit Leaders

As a foundation, your success hinges on the success of your nonprofit grantees. And strong leaders play an essential role in the success of nonprofit organizations. This primer explores how your foundation can support emerging leaders in the nonprofit sector. In it, you will: Learn about the obstacles to recruiting and retaining leaders in the... Read More