This bundle of four primers has valuable information about overseeing your foundation’s investments. These primers include: Getting It Done: The Who and How of Small Foundation Investing Creating a Strategy and Plan for Your Foundation’s Investing: Developing and Using an Investment Policy Statement (IPS) Essentials of Impact Investing: A Guide for Small Staffed Foundations Leveraging... Read More
Determining where to spend your foundation’s grant funding is an important, and time-consuming task. This primer is designed to help you set up a proposal review process that meets your foundation’s goals and style and frees up time for you to go into the community and develop your knowledge and insight. In this primer, you’ll... Read More
Do you want to learn how to start a private foundation? Private foundations can provide significant benefits to individuals, families, and companies, if operated correctly. They also provide tax benefits to taxpayers and enable them to build a long-lasting tradition of charitable giving. Generally, a Private Foundation Has 4 Characteristics: It is a charitable organization;... Read More
Managing and running a foundation is fantastic work. However, in addition to the joy of grantmaking comes the critically important task of complying with a myriad of tax and other laws governing grantmaking, investment strategies, and public disclosures, to name just a few. This primer summarizes important laws that are relevant to running a foundation.... Read More
For small foundations, program-related investments (PRIs) can offer an effective way to leverage the impact of limited assets. This primer can be helpful if you want to learn about PRIs, are ready to make your first PRI, or want to refine your PRI process and are looking for some tips. Reading this primer will help... Read More
One of the most important decisions you will make for your foundation is selecting your board members. The people you choose will help shape your foundation’s future and influence its ability to fulfill its mission. This primer guides you through an effective board recruitment process. It covers topics including: Identifying and cultivating potential board members... Read More