Grantmaking Strategy and Evaluation

How to Do A Trust-Based Grantee Meeting

Posted on October 2, 2020 by Trust-Based Philanthropy Project

How can funders approach grantee check-in meetings to foster productive relationships and glean important insights, all while proactively alleviating power imbalances? And how can we consider grantee check-ins  as an alternate approach to reporting? This funder-specific tool offers a checklist of trust-based considerations before, during, and after grantee check-in meetings… Read More

Trust-Based Philanthropy Self-Reflection Tool

Posted on October 2, 2020 by Trust-Based Philanthropy Project

Trust-based philanthropy is a holistic approach that requires alignment in a grantmaking organization’s four interrelated areas: 1) practice, 2) leadership, 3) culture, and 4) values. This tool is designed to help funders at various stages of the trust-based journey examine how trust shows up across your organization, and identify areas that may need more inquiry, refinement, or deepening. This is… Read More

Trust-Based Philanthropy At-A-Glance

Posted on October 2, 2020 by Trust-Based Philanthropy Project

This 2-page overview provides the overarching context for trust-based philanthropy, descriptions and rationale for the six interrelated principles, recommended steps you can take, and the benefits you will see. This introductory primer will be most relevant to foundation leadership, trustees, and staff. It can be used as a general reference point, or for more in-depth discussion and reflection among colleagues… Read More

Balancing Purpose, Payout, and Permanence

Posted on August 30, 2020 by Council on Foundations, National Center for Family Philanthropy, Tony Macklin

How much should we spend? This is an essential question for foundations, and one of the most complex, particularly in moments of change or turmoil. This Strategy Guide invites you to reflect more deeply on how your foundation chooses to balance four factors—purpose, conditions and trends, time horizons, and assets for mission—especially in times of greater crisis or opportunity. It… Read More

Listening to Those Who Matter Most, the Beneficiaries

Posted on August 25, 2020 by Valerie Threlfall, Fay Twersky, Phil Buchanan

To become more effective, nonprofits and foundations are turning to various sources for advice. Some look to experts who can share knowledge, research, and experience about what works—and what does not. Others turn to crowdsourcing to generate ideas and even guide decisions about future directions or funding. Experts and crowds can produce valuable insights. But too often nonprofits and funders… Read More

Deciding Together: Shifting Power and Resources Through Participatory Grantmaking

Posted on August 24, 2020 by Cynthia Gibson

Deciding Together: Shifting Power and Resources Through Participatory Grantmaking looks at why and how funders are engaging in participatory grantmaking and shifting decision-making power to the very communities impacted by funding decisions. Through examples and insights from a diverse range of participatory grantmakers, the report explores the benefits, challenges, and models of participatory grantmaking… Read More

Bridging The Gap: A Review of Foundation Listening Practices

Posted on August 24, 2020 by Ekouté

While much has been written about how funders can pursue direct listening at the local scale, comparatively less has been written about how larger systems-level funders working across multiple geographies can approach this work in meaningful ways. Based on their research, the authors recommend the following as particularly promising and relevant practices. Advisory committees, if structured correctly, can be powerful… Read More

Resiliency Guide

Posted on August 17, 2020 by S. D. Bechtel, Jr. Foundation

This Guide is designed to help deepen thinking about where, when, and how to invest in capacity building, while also helping funders to explore the dimensions of resiliency and help their grantee organizations prepare for eventual independence from grant funding… Read More

Balancing Purpose, Payout, and Permanence

Posted on August 14, 2020 by Peter F. Bird, Jr., Liz Sak, George Suttles, Nicholas A. Tedesco, Tony Macklin

“How much should we spend?” It’s an essential question for all funders, and an especially complex one for endowed private foundations. The answer of “around 5%” was never universal as foundations sought creative means of ensuring that assets would serve mission rather than the other way around. In recent times, the pressure to revisit payout has increased. Endowed foundations have… Read More

Leading with Love and Gratitude: The David Rockefeller Fund at 30

Posted on August 4, 2020 by David Rockefeller Fund

The David Rockefeller Fund charts its history with a fascinating look into the evolution of the family and its philanthropy. The Fund’s history reflects the fact that change is inevitable and necessary, but must be rooted in the values and legacy of the family. The family’s recognition of this positions them for long-term success, encouraging them to remain flexible and… Read More

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