Knowing how to evaluate a grantee's current financial health is more important than ever: but, getting the information you need to make better grantmaking decisions can be confusing, counter-intuitive and frustrating.
Query: A Philanthropy Ohio colleague is requesting suggestions for an auditing firm. They are interested in a company experienced in working with organizations at the $10 million level. Their foundation will be experiencing an annual audit for the very first time.
Post Back for Listserv query - Current spending policy percentages
Build your understanding of how tax credit programs impact Ohio families and explore how your voice can inform the conversation in congress.
Learn how one group of professional grantmakers recently overhauled its approach to evaluating grantee financial health. Key outcomes of this process included a) the creation of a dashboard-style rating system and b) a decision to eliminate program budgets from required grant application materials.
Listserv Discussion: D & O Insurance Recommendations for Private Foundations
Listserv postback with names of banks used for banking services by private foundations
Annual report of the Council on Foundations and Commonfund Institute on investment and governance polices and practices of private foundations.
Investing with Impact is a strategy that aims to generate risk-adjusted financial returns while supporting positive environmental and social impact. Join this webinar and learn about Morgan Stanley’s Investing with Impact framework, designed to encompass four different approaches including financial and values alignment; environmental, social and governance (ESG) integration; sector exposure; and targeted impact investing.
Rick Cohen poses 8 questions to guide your thinking.