Maximizing Returns: Mission Related Investing
By divorcing grantmaking from investment strategies, many foundations use only a small portion of their fiscal power and influence in trying to make an impact for good. Read More
Six Simple Steps to a Successful, Stress-Free Family Meeting
May 15, 2006 | Sarah Trzepacz
Like so many other things preparation for a family meeting is vital to its success. With a little planning you can orchestrate and carry off a family meeting that accomplishes your philanthropic goals, strengthens your family’s commitment to effective governance of your giving vehicle, and is more enjoyable than you thought possible. By taking time to think through why, when, Read More
Black Philanthropy: Past, Present and Future
October 24, 2005 | Karen Gray, Nora Hall
Black philanthropy has a very pragmatic character. It is shaped both by needs in the black community and limitations imposed by larger forces in the society. Read More
Using competitions and RFPs: Requests for proposals
November 18, 2004 | Ellen Arrick
When does it make sense to hold a grant competition or use an RFP? In addition to looking at management issues to consider along the way, this guide explores how grant makers shape competitions to serve larger strategic goals, communicate with wider audiences, create a learning community, and find ways to work with those who are not selected. Now with Read More
The 990-PF in a Nutshell: What You Need to Know
August 15, 2004
What is the 990-PF and who needs to fill one out? The 990-PF is the tax return used for all private foundations filing under tax-exempt status, which inventories all of a foundation’s assets, investments, revenue, expenses, and charitable disbursements throughout the fiscal year. It also lists foundation officers, trustees, and the number of staff, itemizes its grants, and gives information Read More
Investment policy statement with focus on socially responsible investing (Needmor Fund)
April 15, 2004 | 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
Conflict of interest policy (Self Foundation)
October 27, 2002 | Self Family Foundation
The South Carolina-based Self Foundation’s policy on dealing with potential conflicts of interest between board members and grantees. The Foundation encourages board members to play an active role in the community by serving as board members or other-wise being involved with a wide spectrum of nonprofit organizations. Read More
Ambassador James A. Joseph: Building a Foundation for Faith and Family Philanthropy
October 24, 2002 | Ambassador James A. Joseph
A family’s journey toward faith-directed philanthropy can begin with a single step — a look at the family’s own values, motives, and traditions. The family might first look into the mirror of history and tradition, says James A. Joseph in this introductory essay, “Building a Foundation for Faith and Family Philanthropy.” Read More
Families of Faith Support Healthcare for the Working Poor in Memphis
October 24, 2002 | Bob Abernethy, Claude O. Norcott
It could be any city in America, but it’s Memphis, not long ago rated the poorest major city in the nation. A nonprofit organization, the Church Health Center, stands as an example of the kind of work that faith-based and faith-supported organizations can do. Read More
Andrew Carnegie: The Gospel of Wealth
October 22, 2002 | Andrew Carnegie
Long accustomed to the excesses of the robber barons of industry, the American public was startled in 1889 when one of the wealthiest men in the nation — and in the world — issued his great manifesto, “The Gospel of Wealth.” Powerfully influenced by his strict Scottish Presbyterian heritage, Andrew Carnegie urged rich people to give their money away, or at least most of it, and to base their philanthropy on their religious faith. Read More
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