Grantmaking Strategy and Evaluation

Investment policy statement with focus on socially responsible investing (Needmor Fund)

Posted on April 15, 2004 by Needmor Fund

An investment policy with a special focus on socially responsible investing. From the policy’s introduction: We believe that a foundation lives out its mission and values not only through the organizations it supports, but also by how it uses its assets. Mission related investing is an investment process that considers the social and environmental consequences of investments in addition to… Read More

Model for foundations with many eligible trustee candidates

Posted on October 30, 2002 by Elaine Perachio

The Harris and Eliza Kempner Fund focuses its grant-making efforts on the greater Galveston, Texas, area. Board and family members reside in locations throughout the country. The Fund has developed an effective model for involving current and future generations of family members in the work of the foundation. … Read More

Difficult Discussions at Difficult Times

Posted on March 4, 2002 by Deanne Stone

This Passages Issue Brief offers suggestions for preparing for and responding to the effect of crises of different magnitude on philanthropic families. These include personal crises such as death, illness, and interpersonal conflicts, as well as community and national crises — including natural disasters, riots, economic recession, and terrorism… Read More

Discretionary Grants: Encouraging Participation… or Dividing Families?

Posted on August 5, 2001 by Jason Born

The practice of discretionary grantmaking brings out a wide variety of responses. This Passages Issue Brief looks at the common reasons that families use or opt not to use discretionary grants, and the typical process that is used to make these types of grants. The paper also examines how different approaches to discretionary grants can support or hinder the work… Read More

Family Foundations: High Risk, High Reward

Posted on July 29, 1999 by Paul Ylvisaker

Foundations are a remarkable human invention. They provide private persons a free-wheeling opportunity to be socially and publicly influential. Without having to meet the tests either of the market or the ballot box, private persons can independently determine what the needs of society are and how best to go about meeting them… Read More

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