Expert Q & A: How can grantmakers best read and analyze nonprofit financial statements?

By: Chad Gorski, Grants & Finance Coordinator at Howard Hughes Medical Institute Understand the goal of the statement analysis and consider the risk assessment needs of your organization: What part of the required due diligence process does it fulfill? How much risk is acceptable? What red flags will impact decision-making? Is a ground-up analysis necessary or can third party info be used? See Project Streamline’s guide on Grant Budgets and Financial Reports, which helps grantmakers think through what information is really needed to make a grant. The Due Diligence Done Well guide from Grantmakers for Effective Organizations is also very useful. Understand the Read more

Categories: Grantmaking, Online Publication, Financial Stewardship, Ask an Expert

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Final Impact Assessment

During its time-limited lifespan, the Beldon Fund sought to maximize its impact with focused investments in environmental advocacy and health. The Fund pursued three unique but interrelated strategies to advance positive change on the issues it cared about: 1) Build capacity and clout, 2) Support civic engagement, 3) Broaden the base of support. A fourth strategy, Giving more than grants, supplemented the three main strategies. To pursue these strategies, the Beldon Fund developed two program areas through which it made long-term grants: 1) the Key States Program, which invested in building long-term sustainable infrastructure, capacity, and tools in a limited Read more

Categories: Grantmaking, Field/Sector Learning and Evaluation , Models & Approaches, Online Publication

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Grantmakers for Effective Organizations

GEO’s publications are driven by the issues we care about. We dive into specific topics and connect themes across the sector in short and longer works. Our publications elevate real examples from your peers, providing innovative ideas to your own organization. We also craft practical tools and friendly guides to help transform your knowledge into action. Our most popular resources: Shaping Culture Through Key Moments Strengthening Nonprofit Capacity The Source Codes of Foundation Culture To see learn more about our publications, explore our resource library. Members greatly value our publications because they lift up the experience, wisdom and insights of Read more




Improving the Practice of Philanthropy: An Evaluation of the Hewlett Foundation’s Knowledge Creation and Dissemination Strategy

LearnPhilanthropy is excited to share this resource, written by the William and Flora Hewlett Foundation and Harder + Company Community Research. As part of the Hewlett Foundation’s evaluation of the $24 million it has invested to-date in knowledge creation and dissemination about philanthropic practice, the evaluation team used LearnPhilanthropy’s taxonomy to categorize the types of knowledge produced by its grantees.

Categories: Field/Sector Learning and Evaluation , Online Publication, Resources

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Understanding Philanthropy Consulting: A Tool to Identify the Roles and Capabilities Needed From External Support

Brian Leslie M.B.A., SwitchPoint LLC; Kelsey Noonan B.A., SwitchPoint LLC; Clint Nohavec M.B.A., SwitchPoint LLC This article categorizes the distinct roles played by philanthropy consultants and presents a tool and framework for charitable foundations to identify and evaluate the roles and capabilities they need from those consultants. The article categorizes seven capability areas, from strategy setting to talent development, that are core to all foundations. Then, it identifies trigger points within these capability areas that lead foundations to undertake projects that may require outside support. Third, the article maps the capabilities that foundations consider in determining whether and how to engage philanthropy Read more

Categories: Online Publication, Organizational Development - Strengthening/Building Your Team

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