Impact Investing Handbook: An Implementation Guide for Practitioners

Posted on August 31, 2020 by Patrick Briaud, Rockefeller Philanthropy Advisors, Steven Godeke

The Handbook comes at a pivotal moment. In the midst of urgent social, economic and environmental challenges including COVID-19, a rapidly changing climate, growing economic inequity, and broader realization of systemic impacts of racism, more investors are seeking to better understand the positive and negative consequences of how they deploy capital. There is a growing realization among those who seek… Read More

Participatory Grantmaking Case Study: Durfee Foundation

Posted on August 25, 2020 by GrantCraft

Questions addressed include: What are your grantmaking and/or strategic priorities (in terms of geographic focus, issue, etc.)? Who decides the grantmaking priorities? The overall strategy for the fund? What’s the process by which these decisions are made? Is the participatory decision-making process the same for all grant types and sizes? If not, why? Who comprises your grantmaking selection panel(s)? How… Read More

Integrating Inclusivity Into Your Submission & Application Process: 7 Key Strategies

Posted on August 24, 2020 by Submittable

How can you be more inclusive in a way that’s fair to everyone? And how can you integrate inclusivity into your submission and application processes in a way that doesn’t solely depend on the fallibility of humans, who all struggle with internalized biases and prejudices? This guide examines the importance of being inclusive—and the importance of having concrete and trackable… Read More

Deciding Together: Shifting Power and Resources Through Participatory Grantmaking

Posted on August 24, 2020 by Cynthia Gibson

Deciding Together: Shifting Power and Resources Through Participatory Grantmaking looks at why and how funders are engaging in participatory grantmaking and shifting decision-making power to the very communities impacted by funding decisions. Through examples and insights from a diverse range of participatory grantmakers, the report explores the benefits, challenges, and models of participatory grantmaking… Read More

Resiliency Guide

Posted on August 17, 2020 by S. D. Bechtel, Jr. Foundation

This Guide is designed to help deepen thinking about where, when, and how to invest in capacity building, while also helping funders to explore the dimensions of resiliency and help their grantee organizations prepare for eventual independence from grant funding… Read More

All Peer Network: What’s the New Normal on Building a Budget?

Posted on August 14, 2020 by Michelle Knapik

calculator on budget paper
Whether you are in endowment protection mode or distribution stretch mode, constructing a 2021 foundation budget presents challenges and critical choice points. NCFP is hosting an informal peer conversation so CEOs, CFOs, accounting managers and related staff can share how they are thinking about balancing the dollars, values, social optics, and more. From practical matters such as approaches to 2021… Read More

Balancing Purpose, Payout, and Permanence

Posted on August 14, 2020 by Peter F. Bird, Jr., Liz Sak, George Suttles, Nicholas A. Tedesco, Tony Macklin

“How much should we spend?” It’s an essential question for all funders, and an especially complex one for endowed private foundations. The answer of “around 5%” was never universal as foundations sought creative means of ensuring that assets would serve mission rather than the other way around. In recent times, the pressure to revisit payout has increased. Endowed foundations have… Read More

Leading with Love and Gratitude: The David Rockefeller Fund at 30

Posted on August 4, 2020 by David Rockefeller Fund

The David Rockefeller Fund charts its history with a fascinating look into the evolution of the family and its philanthropy. The Fund’s history reflects the fact that change is inevitable and necessary, but must be rooted in the values and legacy of the family. The family’s recognition of this positions them for long-term success, encouraging them to remain flexible and… Read More

The Future of Family Philanthropy: Positioning Families for Greatness

Posted on July 23, 2020 by Nicholas A. Tedesco, Kimberly Dasher Tripp

winding road_path_journey_future
Philanthropic families are expanding their impact, knowledge of the field, and becoming increasingly sophisticated in their giving. There is further demand for philanthropic guidance and resources as donors and their families leverage multiple philanthropic vehicles, engage the next generation, and look to increase their payout rates or even spend down. NCFP President and CEO Nick Tedesco has spent the last… Read More