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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
Small Funders Are Perfectly Positioned To Be Advocates
Some of the most effective foundations engaged in policy and advocacy in the United States are small, place-based foundations. By focusing deeply, developing insight into their issue, leveraging their reputation and relationships, and working with persistence, these funders are achieving extraordinary impact and a high return on their investment. Our Advocacy Field Guide for Lean... Read More
Beyond Grants: How to Manage a Successful Private Foundation
A family private foundation creates a structure for charitable giving and a lasting legacy for the family, but it also comes with administrative burdens. Stephanie Yan, GHJ Managing Director and Private Foundation Practice Leader, talks to Pegine Grayson, Senior Vice President/Client Advisor, Director of Philanthropic Services at Whittier Trust, about the mundane but essential tasks... Read More
More Lean Funders Should Consider General Operating Support
When funders give general operating support, also known as gen op grants, they help sustain a nonprofit’s mission, rather than specific programs or projects. Grantees can use these funds to strengthen the organization, or further its charitable purpose as they see fit. This might mean salaries and overhead, investing in technology, furthering fundraising efforts, or... Read More
Program Related Investments: A Powerful Tool for Grantmakers
Program related investments (PRI) are loans, loan guarantees, or other types of investments made by a foundation to support a charitable purpose. They’re also a powerful and flexible tool to add to your foundation’s toolkit. A PRI can count toward a foundation’s distribution requirement if it meets the following federal criteria: They serve a charitable... Read More
Filing Your IRS Form 990-PF with Confidence
Every year, many foundations file their IRS Form 990-PFs with inaccuracies and mistakes that can cost their wallet and reputation. Private foundations that don’t have the in-house technology to meet this requirement may seek assistance from tax advisors to avoid these errors. One such example is that starting with the 2020 tax year, Form 990-PF... Read More