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Media Toolkit: A Funder’s Guide to Engaging With Members of the Media

Every organization, no matter the size, should consider developing a media strategy. Beautifully landscaped Facebook pages and carefully crafted tweets are less important than unified messages and timely goals. The following general guidelines, excerpted from our Media Toolkit can be adopted by any nonprofit or foundation seeking to build relationships with its community and craft a powerful... Read More

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 It Done: The Who and How of Small Foundation Investing

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

Legal Essentials for Small Foundations

Managing a foundation is fantastic work. However, foundation management also requires complying with a myriad of laws that oversee grantmaking, investment strategies, public disclosures, and more. This primer summarizes some of the most important laws related to managing a foundation. It covers legal issues related to the following topics: Grantmaking Operations and administration Investments It... Read More

Basics of Proposal Review

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

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