Tool

Grantmaking with a Racial Justice Lens

Posted on July 21, 2020 by Philanthropic Initiative for Racial Equity, Lori Villarosa

In recognition of the complexity of these shifts and the evolution of the work, PRE has published Grantmaking with a Racial Justice Lens: A Practical Guide, to help foundation leaders understand what it means to move from racial equity to racial justice funding strategies, co-written by PRE Senior Fellow Rinku Sen & Executive Director Lori Villarosa. It also addresses how… Read More

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Checklist of Critical Issues for Family Offices

Posted on April 28, 2020 by Family Office Exchange

Keeping your staff and family informed is critical in times of crisis. Consider the following as you steer your Family Office through unknown territory… Read More

Structuring for Impact: Creating Integrated Engines of Change

Posted on April 20, 2020 by Sharon Schneider, Sarah Griego Cooch

Which operating structures best support the use of an integrated, multi-tool approach (grants, investments, and/or advocacy) for achieving strategic impact? … Read More

Power Moves: Your Essential Philanthropy Assessment Guide for Equity and Justice

Posted on April 16, 2020 by National Committee for Responsive Philanthropy

Taking time out for self-assessment and learning is an important part of the organizational cycle of planning, action and reflection. It helps ensure that your strategies make sense given your goals, and that those strategies are having the impact you seek for the communities you care about. … Read More

Foundation Start-Up Checklist

Posted on January 12, 2020 by The Giving Practice

Starting a new foundation? Going through a period of growth that is significantly changing your foundation? This tool can help you think through the different elements needed to get you up and running… Read More

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Background on Business Modeling for Community Foundation Services

Posted on October 1, 2019

Community foundations face tough choices about their overall business models and the business models and financial models for specific products and services. This white paper summarizes insights on those choices from inside and outside the community foundation field. It may be particularly helpful to staff and volunteers newer to the field of community foundations. Terminology What are the differences between… Read More

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Building an Effective Marketing Strategy for Families

Posted on September 11, 2019

This worksheet from Turn Two Communications provides an overview of the key questions community foundations should answer as they build a marketing strategy for their family philanthropy programs… Read More

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Philanthropic Services Support Activities Template

Posted on September 11, 2019

NCFP developed this Excel spreadsheet to help you think through the skills, knowledge, and processes you’ll need from each functional area of your foundation as you plan, test, launch, and sustain your philanthropic services… Read More

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5 Cases on Family Philanthropy Dynamics

Posted on September 11, 2019

The Philanthropic Initiative (TPI) developed these quick case studies for internal discussion by community foundation staff. They deal with issues such as dictated participation, uneven levels of involvement, and family member ambivalence… Read More

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Involving Advisors in Philanthropic Planning

Posted on September 11, 2019

In 2005, Steven Johnson, former VP at The Philanthropic Initiative, summarized 10 years of research and practice in philanthropic planning in this article for the Journal of Gift Planning… Read More

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