Transparency and accountability

Personnel Policies (The Wallace Foundation)

Posted on June 18, 2014 by The Wallace Foundation

From the introduction: We… recognize that as staff of a philanthropy we hold a ‘public trust.’ We must demonstrate in our grantmaking and every aspect of our business that we hold ourselves to the highest stand- ard of ethical behavior. We act with integrity, strive for transparency, and avoid any action that could be perceived as or create a conflict… Read More

Telling your story to maximize community impact

Posted on February 13, 2014 by Jay Ruderman, Kate Wolford, Lora Smith, Vince Stehle

Have you thought about using Twitter or google hangouts but aren’t sure if it is a good use of your time? Have you been approached by a long-time grantee who has an idea to create a film dedicated to highlighting their cause – and wondering if this is a good use of your philanthropic dollars? Have you been told to have a website but not sure it is worth the bother? Are you interested in learning how to leverage the reputation of the foundation in the twittersphere to make a difference in issues you care about?… Read More

FAQ: How to apply for a discretionary grant

Posted on February 2, 2014 by Knott Foundation

This FAQ page describes The Knott Foundation’s guidelines around discretionary grantmaking, and provides a good example for other family foundations. The Knott Foundation provides a limited number of Discretionary Grants on a rolling basis throughout the year… Read More

Do we need formal policies on trustee selection, orientation, and evaluation?

Posted on December 11, 2013 by Michael Rion

Although there are no legal requirements, commitment to responsible trusteeship includes ensuring that such policies and procedures appropriate to the size and nature of the board are in place. For many foundations, this may mean nothing more than a mutual understanding between two spouses or siblings that review and evaluation of one another’s actions as trustees is appropriate when needed… Read More

Storytelling and Social Change: A Strategy Guide for Grantmakers

Posted on November 15, 2013 by Paul VanDeCarr

This guide is not so much about how to tell a good story, but about how to use “narrative strategies”— strategies that use storytelling to advance social change. Inthese pages, grantmakers will find guidance and considerations regarding how and why to: make story grants to advance their own program goals in any issue area, and evaluate the impact of funded… Read More

The Power of Urgency – The Eckerd Family Foundation

Posted on October 16, 2013 by Jason Born

Organized from its inception as a limited life foundation, the Eckerd Family Foundation took a bold and strategic approach to using its assets to create significant change on issues affecting young people, including juvenile justice, foster care, and education… 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

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