0

A Resilient Power Capital Scan

This report, one in a series of reports by Clean Energy Group and Meridian Institute on advancing resilient power in low-income communities, seeks to address how foundations can best develop a portfolio of capital interventions—from grants to impact investments— that together would successfully scale up the solar+storage/resilient power market to benefit low-income populations and to advance their missions. It provides a capital scan of foundation opportunities and actions to guide foundation financial support for this market.





0

Supporting Grantee Capacity: Strengthening Effectiveness Together

In Supporting Grantee Capacity: Strengthening Effectiveness Together, we look at how funders approach building capacity with grantees. Through examples from foundations ranging in size, mission, and geography, we explore various strategies for capacity building and the types of awareness that funders can choose to incorporate in decision making to facilitate informed, thoughtful judgments about strengthening organizations.





0

Site visits: A useful tool for effective and engaged grantmakers

For some families, the site visit is the penultimate act before a grantmaking decision is made. They narrow down the number of grantees to a few that have made the greatest impression, or seem like the best fit for their mission, and use the site visit as a final criterion. Site visits can also help families to evaluate how well a grant already awarded is working in accomplishing the philanthropy’s goals. Visiting grantees, in an open and un-intimidating manner, can help you gauge the impact your grant is having on a given issue or organization, and to maintain ties to Read more





0

The Truth About Site Visits

Site visits are a single but critical step in most agencies’ attempts to secure funding and implement programming. As with every step in that process “” from grantwriting to hiring employees “” preparation and planning are key to improving an agency’s chances for success in obtaining a grant. Most funders say there’s nothing in particular a nonprofit can do to guarantee that a site visit results in funding “” the people doing the site visit often only make recommendations about particular programs, while others decide who ultimately receives funding. But grantmaking employees interviewed for this article offered several rules of Read more





0

Diversity, Inclusion, and Effective Philanthropy

Philanthropists are turning to diversity and inclusion as tools for effective giving. Adding these concepts to basic due diligence can create a philanthropy that is both responsive and efficient.





0

Donor Decision Tool: Questions to Ask When Researching a Nonprofit

Whether you are a donor or a grantmaker, as you embark on getting to know your potential grantees, you may find it helpful to keep this guide with key questions pertaining to: Strategy and results Leadership Financials Organization and operations The guide also includes a worksheet to help you keep track of your progress and there is a supplemental resource here: http://learnphilanthropy.org/donor-decision-tool-research-nonprofit/





0

Investing in Leadership

Leadership is one of a number of factors that determine the effectiveness of a nonprofit organization’s work. Visionary leaders possess the ability to assess the way things are and then inspire us to help create new solutions. In this sense, leadership does more than set policies and define goals; it creates a paradigm for a better world. This brief guide, part of the Philanthropy Roadmap series, is designed for both emerging and established philanthropists. It sets out five key questions that donors can ask to evaluate leadership.





0

Assessing Impact

Experienced donors know how important it is to have reliable, relevant information about the programs they fund. Assessment, done in tandem with your grantees, can provide this information. Without it, donors risk missing their planned destination by miles. With it, they can orient their giving. This guide reviews various ways to assess philanthropic impact. It looks at what assessment can accomplish and what it has difficulty measuring. It sets out a series of questions donors can ask as they consider how to proceed with their philanthropy. And finally, it details some of the limitations inherent in trying to understand exactly Read more





0

Due Diligence

Due diligence—the process by which a funder assesses an organization before deciding to invest—can cause anxiety for grantmakers and grantseekers alike. In part, this is because it’s poorly understood. In this guide, we dispel five myths, distinguish between legal compliance and the rest of the due diligence process, and clarify legal requirements.  A publication of Project Streamline – an effort of funders and nonprofits to improve grant application, monitoring and reporting practices. It is a collaborative initiative of the Grants Managers Network, in partnership with the Association of Fundraising Professionals, the Association of Small Foundations, the Council on Foundations, the Forum Read more





0

What does effective due diligence look like?

Due diligence is a process that helps grantmakers get to know grantseekers. Typically, it’s seen strictly as a means to ensure an organization’s financial and legal compliance. However, when done well, due diligence has the potential to provide insight into such critical attributes as the role of the organization’s board, the position the nonprofit holds in its field and community, and the level of alignment between our own mission and the goals of the grantseeker. The difficult part of due diligence is in asking the right questions and in a way that makes the most of the nonprofit’s time and Read more





0

Financial SCAN (Situation and Comparables Analysis)

Assessing a nonprofit’s financial health is time-consuming and challenging. Which metrics and trends should you focus on and what do they mean? What should you consider when comparing organizations? NFF and GuideStar have partnered to create Financial SCAN, an affordable, web-based way for nonprofits to show a clear, comprehensive picture of their financial condition and history. Financial SCAN brings meaning and insight to financial information, helping organizations make the connection between money and mission in financial reporting, communications and planning. Learn more about how grantmakers use Financial SCAN reports as part of their own due diligence, and view a product Read more





0

The Grantmaking School: Advanced Proposal Analysis

The Grantmaking School recognizes that for most grantmakers, working with applicants and proposals is the bread-and-butter of their career and how they spend much of their time. In response, Advanced Proposal Analysis intentionally focuses on the essential skills of proposal review, recommendations, project management, and other core competency areas. We strongly believe that mastering this work is the key to excellence in grantmaking. Key concepts include: Assessing proposals more efficiently, Spotting financial red flags, Finding and closing any gaps in your due diligence process, Using specialty grants within your organization’s mission, Assuring transparent and ethical behavior, Grantee relationship management, and Read more





0

Donor Decision Tool: How to Research a Nonprofit

What is the best way to research, or perform due diligence on, a nonprofit organization you’re considering funding? The answer to that question depends on a number of factors, including how much you already know about the organization, the size of your grant, and its importance to the nonprofit, among other things. You will want to balance the extent of your effort with respect for the busy leaders of these organizations. To get started, just answer the questions you’ll find in this tool. We’ll recommend a tailored research plan based on your responses. Includes: Due Diligence guide Site Visit guide Read more





0

Due Diligence Done Well

The challenge for you as a grantmaker is to learn as much as you can about potential grantees without asking for more information than you really need and, as a result, placing an added burden on the nonprofit organizations you work with. Learn about effective due diligence and how to create a grantee-friendly approach to information gathering that enhances communication, trust and confidence.