Blog

Topic: “Grantmaking”

The Mutual Benefit of Funding Consultant-Led Organizational Assessments

Small funders have limited grantmaking capacity and must think about how to use those funds strategically to help their key nonprofit partners. When a funder can offer a nonprofit partner a fully-sponsored organizational assessment process led by a qualified consultant, it can be an instructive experience for both the grantee and the grantmaker. Whereas larger... Read More

The Best of Both Worlds: Using Private Foundations and Donor Advised Funds

This guide is for professional advisors whose clients want to formalize their charitable giving through a giving vehicle such as a Donor Advised Fund (DAF) or a private foundation. Experienced professional advisors know that helping clients find the best giving vehicle available for them creates a win-win situation. The clients will be happier with a vehicle that is a... Read More

Discretionary Grantmaking: Should Your Foundation Let Members Go Solo?

Foundations typically approach most grants as a team sport, debating their merits and deciding, collectively, whether they’re likely to achieve the foundation’s goals. However, in addition to granting as a group, some foundations give their board and/or family members a portion of funds to donate as individuals. This practice, called discretionary grantmaking, is legally permitted... Read More