Resources

Results for:   Type: “All Audiences”  

Convince Your Board to Pursue Greater Impact

If we’re not actively pursuing real impact with everything we’ve got, we’re simply processing paper and redistributing assets. Why settle for that when we can see and participate in real change? —Emily Hull-Parsons, The William McCaskey Chapman & Adaline Dinsmore Chapman Foundation I bet you’re convinced that your foundation can accomplish more with its giving,... Read More

The Fiduciary Standard in Investment Management—Why Is It So Important?

Financial advisors who work with investment committees of foundations, endowments, and other philanthropic entities find the fiduciary standard an important component of their work. But many are actually not fiduciaries. In fact, the Dodd–Frank legislation of 2010 required the SEC to study the fiduciary standard, because there is a good deal of confusion among investors... Read More

Help Your Board Members (or Anyone) Be Open to New Ideas

Is your foundation board stuck or complacent? Have you been wanting board members to consider a new strategy or project, only to find they just aren’t willing to listen? Perhaps you need a new approach—a fresh one—to create the space where board members feel willing to consider change. I found a helpful idea in a... Read More

The Marriage of Passive and Active Investment Strategies

In many cases, combinations are much more powerful than individual circumstances. Think hot dogs and mustard, Abbott and Costello, peanut butter and jelly. Investing is not much different. When the power of two schools of investment management—passive and active—are combined in the Core-Satellite approach to portfolio management, the end result tends to be better. Many... Read More

Find Out What It’s Like on Your Grantees’ Side of the Table

Eager to pilot our new Grantee and Applicant Perception Survey with her grantees, Meg Ramsey (The Ramsey McCluskey Family Foundation, Lincoln, MA) was especially interested to learn what her grantees were thinking about the foundation’s grant process, reporting, and site visits. Anonymity was key, so her grantees did not feel that providing constructive criticism or... Read More

Creating the Funder Network I Needed

As representatives of grantmaking foundations, I imagine we all feel fortunate to work in a field that is both rewarding and challenging. We have colleagues who are respectful, smart, and devoted to making a difference, and most of us are lucky to have dedicated boards that support our activities. Working for a smaller-staffed foundation also... Read More