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Do Your Homework to Increase Grantmaking Success

When funders develop new grantmaking strategies, they should dedicate time and resources to understanding the needs of the issue or population they want to help, identifying best practices and models that are already demonstrating success, and finding the right partners to help them succeed. Putnam Consulting Group gives six steps to successful funding.





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Solutions for Impact Investors: From Strategy to Implementation

In this publication, Rockefeller Philanthropy Advisors highlight some of the areas in which behavioral economics and innovative organizational and legal structures can be applied to the discipline of impact investing. By describing best practices in transparency, disclosure and rigorous decision making, they also hope to bridge the divide between traditional and social purpose investing.  





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Who’s in the Room? Who Should Be?

Bringing people together is one of the key roles of philanthropy. It’s important to make sure you have the right people in the room so that the time spent is productive and the outcome is useful for everyone. To ensure you’ve tapped the right players for your next gathering, ask yourself these three questions before you issue invitations: What is our overall goal? What roles are essential to accomplish our goal? How can we make the best use of others?





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Climate Adaptation – The State of Practice in U.S. Communities

This executive summary of the report that examined efforts to develop and implement climate-adaptation projects in 17 cities across the U.S. includes findings to key questions, conclusions, and tactical recommendations.    





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Advancing Diversity, Equity, and Inclusion — Message Manual for the Field

This guide will help you communicate with a variety of audiences about the importance of advancing diversity, equity, and inclusion in philanthropy and help your organization better achieve its mission. The language can be used as a reference or as a template for preparing materials and presentations.





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Values-Based Grantmaking: Why It Matters

PEAK Grantmaking continually advocates for the adoption of effective practices in the philanthropic sector. 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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35 Keys to Effective Evaluation

As the need for scarce grant dollars grows more intense, so does the need to make certain those dollars are spent as effectively as possible. Hence the question of how to evaluate the consequences of grant supported activities has risen to the forefront.





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“I have the report- now what?” 7 Questions to Ask When Reading Program Evaluations

Program evaluations provide answers to a key question: “Did this program work in a particular population and setting?” For funders who haven’t been trained in reading evaluations, wading through such reports can be confusing and time-consuming. So, to get the most out of program evaluations, here are 7 questions to ask when reading them.





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Enhancing Foundation Capacity: The Role of the Senior Leadership Team

This article examines the issue of foundation organization design and assesses how foundation leaders might think about their organizations as institutions. Noting that any organization structure inhabited by human beings creates silos and territorial issues, foundation leaders are increasingly using two primary mechanisms to minimize these artificial barriers and maximize collaboration: enhanced headquarters functions to help integrate across the organization, and senior leadership teams. This article reviews the structure, roles, responsibilities, and value-add of senior leadership teams at 19 foundations. The senior leadership team plays a crucial role in foundations, functioning as an advisory group to the president and chief Read more





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DEI Self-Assessment

D5’s self-assessment is a tool for identifying areas of work that your foundation is already engaged in and opportunities for growth. We invite you to complete the assessment to: Capture your foundation’s current situation Spark conversations about DEI and what is possible Identify tangible action steps that will improve your foundation’s effectiveness and strengthen its relevance in our increasingly diverse society







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Benchmarking Foundation Governance

On a typical foundation board, what are its members’ most common areas of expertise? How common is it for an original donor — or a family member — to sit on a board? To what extent are board members involved in grantmaking? There are lots of questions out there about foundation governance. Yet there has been little data about foundation boards’ structures and practice. In surveying foundation CEOs as part of a larger benchmarking study, CEP worked closely with BoardSource to design and include questions related to governance to collect and bring to light new data on foundation boards. Benchmarking Read more





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Engaging Diverse Communities

The guide shares and explains the experiences of several institutions that broadened their donor bases, services, and programs by reaching out to diverse communities. The publication focuses on the African American, Asian American, Latino, and Native American communities. This guide explores how the philanthropic field has identified, attracted, and invited participation by individuals from culturally defined communities. This is not a handbook with explicit instructions on how to succeed with your outreach efforts: strategies and programs are still evolving; learnings are iterative.