Getting Started

Community Foundation Spending Policy Example

Posted on October 7, 2016 by Anonymous

We adopt an annual spending policy to preserve and build the permanent funds entrusted to us, and to maintain grant levels during periods of down markets. Endowment studies by the Council on Foundations and the Commonfund Institute demonstrate that prudent spending levels allow a fund to grow, while spending more than net returns after inflation reduces the fund’s purchasing power… Read More

Community Foundation Spark Session: Building Blocks for Community Foundations Starting Family Donor Relationships

Posted on August 25, 2016 by Jennifer Olson Curry, Laura Winter, Whitney Hosty, Tony Macklin

Community foundations of all sizes and experience levels increasingly respond to donor needs for deeper support in their multigenerational family philanthropy. Whether it is helping craft a family values statement, increasing involvement of adult children, or sharpening the family’s strategic focus, community foundation donor services teams are figuring out how to offer support in an effective way… Read More

Report to Congress on Supporting Organizations and Donor Advised Funds – Department of the Treasury

Posted on July 21, 2016 by National Center for Family Philanthropy

Title XII of the Pension Protection Act of 2006, Pub. L. 109-280, 120 Stat. 780 (2006) (the PPA) made numerous changes to provisions of the Internal Revenue Code (the Code) addressing charitable giving and tax-exempt organizations. Particular changes to the law were made regarding supporting organizations (SOs) and charitable giving arrangements commonly referred to as donor advised funds (DAFs). The legislation provided a statutory definition… Read More

Core Components of Foundations that Learn

Posted on July 21, 2016 by Harold Richman, Josh Weber, Leila Fiester, Prue Brown, Ralph Hamilton, Robert Chaskin

There is a growing sense in the philanthropic field that knowledge, strategically applied, is as important to community-change efforts as money. If this is true, then foundation leaders must re-imagine and reconstruct the role of learning and give it a central place in their organizations’ missions, goals, strategies, internal structures, and external partnerships. In short, foundations must become learning institutions… Read More

How Social Justice Giving Honors Our Roots and Strengthens Communities – NCRP

Posted on July 21, 2016 by National Committee for Responsive Philanthropy

In this paper, we offer a snapshot of family philanthropy as it often is practiced today, including what makes traditional family philanthropy different from other forms. It is our hope that our suggestions will be considered when developing strategy, both by family funders for whom our research rings true, and for those whose experiences differ. … Read More

Igniting the Spark: Tracy Family Foundation

Posted on June 22, 2016 by Youth Philanthropy Connect

The Tracy Family Foundation is located in Mt. Sterling, Illinois, with family geographically dispersed around the country.  The foundation’s mission is to provide resources to organizations that foster the values of Robert and Dorothy Tracy—a Catholic/Christian belief, honesty, integrity, fairness, and a strong work ethic. The foundation seeks to proactively strengthen Brown County in Illinois and the surrounding Region by… Read More

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