Fist to Five Voting and Consensus

Posted on September 13, 2016

Fist to Five is quality voting. It has the elements of consensus built in and can prepare groups to transition into consensus if they wish. Most people are accustomed to the simplicity of “yes” and “no” voting rather than the complex and more community-oriented consensus method of decision making. Fist to Five introduces the element of the quality of the… Read More

Scenario and Contingency Planning in Philanthropy

Posted on May 5, 2016 by The Bridgespan Group

Scenario and contingency planning help nonprofit leaders plan for and react to opportunities and challenges that may arise over a given time frame. They enable nonprofits to ask and answer the question, "What would we do if…?" for a variety of circumstances, taking time to consider strategic implications, identify and weigh options, and agree on trade-offs… Read More

How long should a foundation keep grantee reports?

Posted on February 19, 2016 by Andras Kosaras, James P. Joseph

Are there legal requirements, IRS or other, for foundations regarding receiving and retaining paperwork from grantees that documents how grant dollars were spent? A good rule of thumb is to keep grant materials for seven years. We suggest four years at a minimum. The IRS audit statute of limitations is three years. So, it is important to keep grant materials… Read More

Are there any lobbying red flags to look out for in final grantee reports to our foundation?

Posted on February 18, 2016 by Andras Kosaras, James P. Joseph

Are there any lobbying red flags to look out for in final grantee reports to our foundation? The foundation should look at grantee reports for lobbying flags or electioneering flags. If grantees are not following the rules it is better to know sooner rather than later. This way it can be corrected going forward. For more information, see The Rules… Read More