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Foundations on the Hill: Understand and Participate in the Political Process
Policymakers never stop working, so it’s always the right time to engage legislators and officials. Your presence ensures policymakers hear your concerns, while absence might lead to them overlooking your issues. Foundations and their trustees tend to opt out of meeting with elected officials. But not only do policymakers need to hear from philanthropists, they... Read More
Connect More: How Lean Funders Develop Knowledge and Relationships to Catalyze Change on Priority Issues
How can foundation leaders best advance their focus areas? By developing extensive knowledge and insight. Leanly-staffed foundations hold a wealth of diverse connections with people in their communities, and they can leverage these relationships to gain knowledge and expertise. Insight helps these leaders identify gaps and solutions and address key issues in the smartest ways.... Read More
The Foundation Data Dilemma: On Making and Measuring Change
Since attending and presenting at Exponent Philanthropy’s 2023 Annual Conference in October, I’ve spent some time reflecting on how foundations and non-profits relate to one another and engage in social change. In particular, I’ve been thinking about the challenges grant-makers experience in understanding and demonstrating the ‘difference’ they make. In my own session and in... Read More
Bringing People Together: How Convening Can Make a Big Difference
Have you ever wondered how getting a bunch of people in one room or space could be a game-changer? Well, convening folks with a common goal is powerful. Given their freedom and flexibility to make things happen fast, lean funders are excellent conveners. Yet, many consider this straightforward tool a funder’s most underrated. The Power... Read More
Legal Basics: 5 Strategies for Keeping Trustees on the High Road
Your board is responsible for ensuring adherence to legal standards and ethical norms. Trustees must ensure that the foundation follows its articles of incorporation, bylaws, and policies, complies with federal and state requirements, and holds to its purpose to serve the public good. The board also serves as the foundation’s moral compass, protecting it from... Read More
Foundation Recordkeeping: A Quick Guide
Without a doubt, giving plenty of time and thought to your foundation’s recordkeeping system will pay off in the long run. In general, you should keep most foundation files of any significance for a minimum of 3 years. However, this can add up to a lot of paper! For one thing, if space is a... Read More