Forum of Regional Associations of Grantmakers

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A National Scan of Giving Circles and Shared Giving – Forum of Regional Associations of Grantmakers

Posted on July 20, 2016 by United Philanthropy Forum

Giving circles have not been widely studied. In this report, New Ventures describes the results of a national scan of giving circles, explores the unique characteristics of these circles, and discusses the significance of the phenomenon in the context of today’s philanthropic landscape. By no means did we capture all the circles alive in the country in our sample. The Web-based Giving Circles Knowledge Center exists… Read More

A Handbook for Giving Circle Hosts- Forum of Regional Associations of Grantmakers

Posted on July 20, 2016 by United Philanthropy Forum

This handbook contains useful advice and a number of ready-to-use tools for you to write on, share with your board and your (potential) giving circle members, modify, and adapt.  More tools, sample documents, and information are available at the Forum’s Giving Circles Knowledge Center: www.giving forum.org/givingcircles. This online resource is continually updated with stories and resources from giving circles across the country. We hope you will visit… Read More

Self-Dealing: A Concise Guide For Foundation Board And Staff

Posted on October 27, 2006 by John A. Edie

In basic terms, the rules against self-dealing are broad and far-reaching. They generally prohibit any direct financial transaction between the foundation and virtually all persons closely related to the foundation. Even if the financial transaction is between the private foundation and an unrelated third party, the act can be a violation of the self-dealing rules if the transaction provides an indirect financial or economic benefit to a foundation insider… Read More

What You Should Know Before Signing Your Organization’s Form 990-PF

Posted on April 21, 2004 by PricewaterhouseCoopers LLP

In this era of increased public interest and accessibility, submission of the 990-PF foundation tax return to the IRS has taken on new meaning and importance. Reporters, researchers, grant seekers – and others – look at the 990-PF for information about your organization. According to the Urban Institute, it is the most commonly used data source about nonprofits. … Read More

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