Five years ago, The Belk Foundation looked very different than it does today. When I was asked to come on as the foundation’s first full-time director, the objective from the board was clear: help us connect this 80-plus-year-old foundation more fully into the community, so that we may better understand the impact of our grantmaking.... Read More
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
Philanthropy is changing for a host of reasons, but perhaps most of all because funders are demanding more from it. The expectation that funders will be able to achieve impact, and see that impact, changes everything. No longer are donors satisfied with the mere act of writing checks. They want to see results. Add to... Read More
As funders increasingly seek to supply resources beyond financial support to their grantees, many are engaging third-party consultants to provide capacity building assistance. But how can funders know whether these resources are really strengthening grantees? What are some reasonable benchmarks for evaluating this assistance? We at Arbor Brothers are fervent believers in the value of capacity building—so... Read More
Your philanthropic journey is sure to be a remarkable one: often cyclical, rarely linear, and greatly shaped by your particular circumstances. Are you prepared to navigate the twists and turns that are sure to arise over time? Our nearly two decades of experience working with, listening to, and observing philanthropists with few or no staff... Read More
When I joined Hau’oli Mau Loa Foundation in 2008, the board and I realized that we could leverage our grants by promoting learning among ourselves and our grantee partners. A learning mindset makes it possible for our ears to be attuned to input Because we strive to approach everything as an opportunity for new insights,... Read More