Grantmaking Strategy and Evaluation

The Rockefeller Foundation’s Program-Related Investments Portfolio

Posted on July 8, 2013 by Arabella Advisors

From the Executive Summary: The Rockefeller Foundation’s Program-Related Investments (PRIs) have generated modest financial returns for the Foundation, contributed to investees’ financial sus- tainability and generated positive social returns on a variety of fronts. Individual invest- ments have helped organizations promote asset ownership, extend access to products and services on more equitable terms and in new ways to previously excluded… Read More

Disaster Philanthropy: the Role of Family Giving in Preparedness, Response and Recovery

Posted on June 13, 2013 by Barbara Andersen, Lois Mitchell, Lori Bertman, Regine A. Webster

Usually, disasters bring out the best in people. Donations to charities surge as television coverage increases. Government agencies work closely with non-profit organizations, private philanthropy, and corporations. Yet we know from experience that both coordination and effective spending of donor dollars is a particular challenge, not just while the disaster is underway, but also in the long-term, as rebuilding begins… Read More

No Cost Extension Policy

Posted on May 7, 2013 by Anonymous

Sample language for extending the time required to complete goals of a grant: A no cost extension formally authorizes you to take more time to complete the original purposes of your grant. Please contact your grant team if you would like to request a no cost extension. … Read More

Budget Modification Policy

Posted on May 7, 2013 by Anonymous

Sample policy for modifying a grants budget: We understand that changes in your grant budget may occur after your grant has been approved. You may modify the approved grant budget to reflect actual costs without the prior written consent of the foundation, so long as the modification falls under one the following categories: the change does not change any budget… Read More

Community Connections: Place-Based Family Philanthropy

Posted on April 11, 2013 by Reginald Jones, Valerie Jacobs Hapke

While some families pay particular attention to the family’s legacy of giving, and some focus on a particular issue or cause, many choose to limit their grantmaking to a specific city, state or region. Hometown serves as both the family’s sense of place and commitment. Gratitude to a supportive community and a desire to give back mean developing giving interests along geographic lines… Read More

What is my giving style? Two considerations: Visibility & Impact

Posted on December 22, 2012 by Rockefeller Philanthropy Advisors

This guide identifies two (among many) considerations that shape a philanthropist’s giving style. The first is the degree of visibility a donor wants (or does not want): at one end of the spectrum is the anonymous giver, and on the other end is the public advocate. The second consideration is the level of impact the donor desires: at one end is the giver who is interested in providing immediate, direct relief, and at the other is the philanthropist committed to long-term social change… Read More

Strategic plan framework (McKnight Foundation)

Posted on December 22, 2012

In 2011, the McKnight Foundation’s board and staff engaged in an external scan to consider major trends and patterns in our external context and to develop a shared sense of what these mean for our work. The foundation considered a set of three questions — What?, So What?, and Now What? — a useful discussion model to explore and reflect… Read More

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