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Addressing Challenges on the Journey to Equity, Inclusion and Justice

This post originally appeared on the Foundant Technologies blog. Last fall we asked our clients to share the work they’re doing in the areas of justice, equity, diversity, and inclusion and, no surprise, they went above and beyond. We are truly inspired by their responses and our follow up conversations, and look forward to sharing these... Read More

Collaborating for Data Sharing: The Story of One Funders Group

When funders get together to connect, talk and build relationships with one another, big things can happen. Consider, for example, this analysis of over $14 million awarded to nonprofits in Frederick County, Maryland, along with a growing understanding of how local giving relates to community needs. The Origins of Our Funders Group About five years... Read More

Disaggregated Data Collection and Use by Lean Foundations

Foundations play a critical role in advancing equity and addressing disparities in our society. One key practice that foundations are increasingly adopting is the collection and use of disaggregated data. Disaggregated data refers to the separation of compiled information into smaller units based on various characteristics such as age, sex, geographic area, education, ethnicity, or... Read More

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

Smarter Site Visits

Originally appeared on GrantCraft’s blog (May 6, 2015) A former colleague and friend at a small education nonprofit recently called to pick my brain about the role of site visits from a foundation perspective.  She was in the midst of planning a visit with a local program officer. A $10,000 grant was on the line,... Read More