Resources

Results for:   Type: “Private Foundations”  

Policymaking Made Clear: Eleven Foundation Policies Your Board Should Consider

Your foundation needs policies in order to operate. Yet, the word policy can send some board members running. This primer walks you through 11 policies your foundation should consider and offers tools to empower your board as it works to fulfill the foundation’s mission. The policy topics covered in this primer include: Attending fundraisers Board... Read More

Getting to Impact Discussion Guide #7: What Evaluation Is and Isn’t

This discussion guide helps you define evaluation and its value in measuring your foundation’s impact. The guide highlights how evaluation can help you: Improve your work through learning. Become more effective. Assess your work in a way that’s grounded in your foundation’s priorities and values. Gather information and shed light on one issue at a... 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

Practical Board Self-Assessment: Improve Your Foundation’s Effectiveness

Self-assessment is an excellent choice for small foundation boards at any stage. Whether your board is focused on fundraising, revising your mission and strategies, or struggling with internal divisions, a good self-assessment offers practical, useful results that help your board stay on track. This primer is designed to empower your board to take a thoughtful... Read More

Getting to Impact Discussion Guide #8: Making Evaluation Manageable and Meaningful

This discussion guide walks you through one foundation’s process of engaging in evaluation. Although this foundation is fictitious, it represents many small funders across the country. Using this guide, you’ll explore how this foundation: Engages in a strategic planning process. Keeps evaluation manageable. Learns and improves. The guide also features relevant Exponent Philanthropy resources as... 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