Grantmaking Strategy and Evaluation

Family Foundations May Advocate

Posted on April 15, 2013 by Alliance for Justice

Family foundations may participate in many forms of advocacy activities and may fund advocacy. Although family foundations do incur a prohibitive tax on any lobbying expenditure, lobbying is only one type of advocacy and there are many permissible advocacy avenues for private family foundations. This short paper from Alliance for Justice provides a quick and helpful overview of the rules… 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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