Operations & Management

Organizing and Administrating Your Grantmaking

From tracking budgets and expenses, hiring and exploring investment opportunities to bookkeeping and working with advisors, philanthropy requires varying levels of administration.

Deciding how to best manage these many tasks is crucial to the efficiency and effectiveness of your philanthropy. And your operations and management should augment your philanthropic purpose and strategy.

Consider the following:

Does your operational structure support your mission and reflect your values?
What type of staffing structure will you require?
What type of culture do you want to build?

Designed to help you create staffing, systems, and culture that augment your purpose, this primer and the following content offer ways to effectively manage your philanthropy.

Download the Operations and Management Primer

Back to Family Giving Lifecycle

Featured Resources

VIDEO | July 17, 2023

Navigating Family Philanthropy: Operations & Management

Philanthropy takes many forms, and most require a certain level of administration. And good stewardship requires more than just cost-conscious operations.

BOOK CHAPTER | September 21, 2017

Managing Your Family Foundation

This resource is an excerpt of Chapter 9 from “Splendid Legacy 2: Creating and Re-creating Your Family Foundation”.

BOOK CHAPTER | September 21, 2017

Finance and Investments

This resource is an excerpt of Chapter 10 from “Splendid Legacy 2: Creating and Re-creating Your Family Foundation”.

BOOK CHAPTER | September 21, 2017

Communicating In a Connected, Media-Driven World

This resource is an excerpt of Chapter 12 from “Splendid Legacy 2: Creating and Re-creating Your Family Foundation”.

SAMPLE | April 15, 2012

Policy Central: Sample Position Announcements and Job Descriptions

Sample position descriptions for many of the most common – as well as a number of not-so-common – staff positions in family philanthropy.