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.
Staff and trustees of private foundations can learn how to avoid the problems posed by charity pledges.
Sample document of a fiscal sponsorship agreement.
Four key lessons every organization considering a merger or collaboration needs to consider.
How to increase gifts from "middle donors" - those typically defined as giving between $250 and $9,000 a year.