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Grantmaking Strategy and Evaluation
U.S. Trust Study of the Philanthropic Conversation (US TRUST-TPI, 2018)
Posted on August 30, 2018 by Bank of America Private Bank, The Philanthropic Initiative, US Trust Bank of America Private Wealth Management
Discussions between advisors and high net worth (HNW) clients about philanthropy are on the rise, finds the U.S. Trust Study of the Philanthropic Conversation, as clients report advisors to be a valuable source of information, second only to their spouse or partner. However, the study reveals several disconnects between advisors and their clients. For instance, many advisors underestimate their clients’ desire… Read More
This content is for Network Partner: Community Foundations subscribers only.
Business Models for Family Philanthropy Services
Posted on August 16, 2018 by Tony Macklin
This content is for Network Partner: Community Foundations subscribers only.
Donor Education: Real Estate
Posted on August 14, 2018 by Community Foundation for Greater Atlanta
This content is for Network Partner: Community Foundations subscribers only.
Private Foundation Services: Greater Cincinnati Foundation
Posted on August 12, 2018 by Greater Cincinnati Foundation
This content is for Network Partner: Community Foundations subscribers only.
Oregon Community Foundation Family Giving Center
Posted on August 10, 2018
Cricket Island Foundation: A Case Study of a Small Foundation’s Impact Assessment
Posted on June 23, 2018 by Liz Sak, Seema Shah
This case study explores what was learned from a model of providing long-term capacity-building investments to grassroots organizations, and discusses the ways in which even small foundations can implement meaningful assessment protocols while minimizing data-collection burdens on grantee partners… Read More
This content is for Network Partner: Community Foundations subscribers only.
Private Foundation Services: Fact Sheet
Posted on June 18, 2018 by California Community Foundation
Grantee Eligibility Quiz (Cafritz Foundation)
Posted on June 1, 2018 by The Morris &Amp; Gwendolyn Cafritz Foundation
The following quiz has been developed to help organizations determine their eligibility for a grant from The Morris & Gwendolyn Cafritz Foundation… Read More
Investment Policy Statement (McKnight Foundation)
Posted on May 15, 2018 by McKnight Foundation
Investment policy statement for the McKnight Foundation… Read More