Benchmarking Foundation Evaluation Practices

Developed in partnership with the Center for Evaluation Innovation (CEI), Benchmarking Foundation Evaluation Practicesis the most comprehensive data collection effort to date on evaluation practices at foundations. The report shares data points and infographics on crucial topics related to evaluation at foundations, such as evaluation staffing and structures, investment in evaluation work, and the usefulness of evaluation information.

Categories: Standards, Codes, and Ethics

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Conflicts of Interest at Foundations: Avoiding the Bad and Managing the Good

Produced in conjunction with BoardSource, this guide has been designed to help board members and foundation managers in defining conflicts of interest, identifying prohibited transactions and developing a conflict-of-interest policy.

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Conflicts of Interest: Steering Clear of Potholes and Other Bumps in the Road

Most family foundations prefer to focus on the business of giving, without having to worry about tripping over the sometimes obscure rules and regulations that govern this work. But the fact is that family foundation boards need to be aware of potential potholes on the road named philanthropy. Driving blind down this road can get you into trouble.

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Guiding Principles and Effective Practices for Connecticut Grantmakers

This concise resource lists eight guiding principles for Connecticut grantmaker accountability and suggested effective practices. CCP recognizes that there are different ways to implement each of the Guiding Principles and offers suggestions for effective practices that can be adopted or adapted to best suit your organization. More information on implementing these guiding principles can be requested by contacting ccp@CTphilanthropy.org.

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LearnPhilanthropy’s Real Simple Taxonomy

By: Dara Major, Philanthropy Consultant Good content needs a good search – but sometimes a simple keyword search is not enough to produce the result a user seeks. That’s where a taxonomy comes in: a taxonomy is a classification or categorization system that groups similar items into broad topics or buckets. A taxonomy can help to organize knowledge “at a glance,” describe concepts not found directly in the content, and includes terms, categories and keywords. LearnPhilanthropy has developed a Real Simple Taxonomy, created with extensive testing and feedback at each stage (and ongoing) by dozens of grantmakers and others across Read more

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National Standards for U.S. Community Foundations

The Council on Foundations takes a leadership role in shaping community foundations’ self-regulation by promoting The National Standards for U.S. Community Foundations®, an accreditation program created by community foundations for community foundations. They are peer-driven, voluntary, and self-regulatory. National Standards accreditation represents operational effectiveness to foster excellence in community philanthropy. We do this in two ways. First, we create standards for operationally and legally sound community foundations. Second, we lead community foundation staff and boards through the process of achieving operational excellence. With confidence in their operations, community foundations can innovate and take risks necessary to solve complex problems. The National Read more

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NNCG Member Code of Ethical Conduct

NNCG’s Code of Ethical Conduct was crafted and adopted to advance professionalism and ethical behavior in the field of philanthropy consulting.

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Philanthropy Lessons: Being Transparent

In this video, seven funders discuss how successful philanthropy is built on transparency between the funder and the grantee, and within the funding community.  

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Practicing Transparency for Discovery and Learning

Transparency is as much about discovery as disclosure. That’s because the discovery process is how we determine: what we know what we don’t know where we stand what boundaries, if any, exist for a specific topic. Discovery can be a humbling and inspiring experience. Learning is the payoff for investing.

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Principled Philanthropy

As part of the Minnesota Council on Foundations continuing efforts to help foundations maintain and improve the effectiveness of their work, MCF has prepared several comprehensive resources to help foundations conduct their work legally and ethically. Principles for Grantmakers & Practice Options for Philanthropic Organizations What Every Grantmaker Should Know & Frequently Asked Legal Questions

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Sharing What Matters: Foundation Transparency

The Center for Effective Philanthropy (CEP) examined the perspectives of foundation CEOs and learned that there is much agreement on the audiences for their transparency efforts. Foundation CEOs also agree about what they believe is the most important information to share with those audiences.

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STARTING A FOUNDATION: FORMATION AND CONSIDERATIONS

Many people want to start foundations, but few start out knowing exactly what sort of organization they are going to create. The purpose of this e-book is to help potential donors understand the many different entities that are commonly referred to as foundations and to provide an understanding of the legal framework necessary to establish a foundation. This publication is broken into five different parts plus it includes sample Articles of Incorporation and Bylaws to get you started. List Price: $149 Member Price: $99

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Values-Based Grantmaking: Why It Matters

According to a survey of our members and others in philanthropy, we found that, while many believe that grantmaking process and structure very much (65%) or moderately (25%) affect the ultimate success of grants, many grantmakers (41%) believe that assessing and changing how grants are made isn’t a priority. One way PEAK Grantmaking is seeking to encourage members to analyze their practices is by engaging them in conversations on whether their practices reflect the values that are explicit or implicit to their organizations.

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When is transparency a really bad idea?

Fashions in philanthropy can be every bit as startling as the catwalk: evaluation methods and grantmaking approaches change as fast as hemlines. But onefashion that is probably here to stay (a bit like men’s suits) is transparency, which makes it worth taking a longer look at. Transparency for funders is a helpful idea, but it’s not a panacea. If private foundations and grantmakers think it is, then their attempts to bring a measure of sunlight to a sector shrouded in mist are likely to fail or, much worse, do damage. We need to recognize that glass-pocket principles need to be Read more

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