Resources

Why Our Foundation Created Oklahoma’s First Legislative Caucus on Early Childhood

In 2016, the Potts Family Foundation created a statewide collaborative called the Oklahoma Early Childhood Initiative, later dubbed OK25by25. Our stated goal is to move Oklahoma into the top 25 of all states by 2025 in key early childhood metrics. Our key demographic is families with children, pre-birth to five. Through listening sessions with key... Read More

Time-Limited Philanthropy: Embracing Mortality Can Drive Urgency and Excellence

In Give Smart, Thomas J. Tierney and Joel L. Fleishman wrote that private foundation excellence is self-imposed. “Of all the characteristics that distinguish philanthropists, the single most consequential may be the fact that they are essentially accountable to no one but themselves,” they said. Governments must win the favor of voters. Companies must earn customer... Read More

Embracing Strategic Planning In Philanthropy

This primer introduces you to the wide world of foundation strategic planning. No two strategic plans are alike, and the process for developing and implementing strategic plans can be just as different. In this primer, you’ll discover why funders engage in strategic planning, get an overview of the strategic planning process, and hear what other... Read More

Sample Document
Strategic Plan Sample

This document provides an example of how the Ball Brothers Foundation tracks its progress towards its strategic objectives. This matrix provides a picture of one of the foundation’s goals and just one of the objectives and action items. *** We thank the Ball Brothers Foundation for these sample resources. Read More