Grantmaking Strategy and Evaluation

Planning for an Influx of Assets

Posted on September 10, 2015 by Tara Brown, Katherine Lorenz, Elaine Gast Fawcett

An influx of assets—whether sudden or expected—is a powerful transition point in your family’s philanthropy. With rising resources comes the budding potential to do more of what you’re already doing: making a difference according to your foundation’s mission. For family foundations—particularly those for whom the influx comes as a complete surprise—a change in asset size can feel downright disorienting. … Read More

Program Grants and Committees policies and procedures

Posted on August 20, 2015 by Anonymous

__________ Foundation Policies and ProceduresProgram Grants and Committees BackgroundThe original policies and procedures (articles 1 – 18) for program grants and committees were approved individually by each program committee (i.e., the Community Development, Environment, and Youth Violence Prevention program committees) prior to their presentation to Trustees at the November 2000 meeting. It was noted at that meeting that each committee… Read More

Risk in Philanthropy: A Framework for Evaluation

Posted on June 29, 2015 by Open Road Alliance

To help both grantmakers and NGOs better identify, assess, mitigate, and plan for risk in their portfolios, Open Road Alliance offers this framework for evaluating risk. This brief framework is designed to provide grantmakers and NGOs with tools to conceptualize and describe risk and its implications within the scope of their philanthropic work… Read More

Ten ways philanthropic families work with community foundations

Posted on June 11, 2015 by Audrey Jacobs, David O. Barrett, Elizabeth Sullivan, Lauren Amos, Mark Neithercut, Rob MacPherson

This special webinar as we count and describe the many ways that philanthropic families work with the more than 800 community foundations spread across North America. From partnering for impact to serving as a training ground for younger family members, community foundations and families have been partners since the very first community foundations were founded just over a century ago… Read More

Leading by Design: a Special Retreat for Family Foundation CEOs

Posted on June 7, 2015 by Virginia M. Esposito, Gayle Williams, Jan Jaffe

The role of a family foundation CEO is unique, often bridging generations of family members, community leaders, staff, advisors and partners. Expectations can be challenging to meet and boundaries are sometimes vague and ever-changing. Success in this role requires a cadre of specialized leadership skills. This retreat will help you identify the roles essential to your position—and envision them with… Read More

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