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Diverse Managers: Philanthropy’s Next Hurdle

This paper outlines best practices with proven results that foundations can use to find and create a diverse and inclusive staff and investment advisory team. Readers will learn how to make the business case for more diverse and equitable strategies and link success in this area with investment results.  





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Ramping Up Your Foundation: Key Considerations for Planning and Managing a Significant Increase in Giving

This guide is designed to help foundations thoughtfully and responsibly plan for a significant ramp up in giving and/or adjust to a sudden infusion of assets. Drawing on the experiences of a number of foundations that have undergone this transition, the primer addresses key considerations for foundation leadership in the areas of governance, staffing and operations, grantmaking and evaluation, investments, and tax and legal arenas.





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Keeping Good Records: Small Foundations’ Guide to Staying Organized

Discover how to organize, archive, and protect your important documents. Includes: The costs of recordkeeping โ€” in money and time; what to keep and for how long; advice on establishing a records management system and records retention policy; how recordkeeping can help you fulfill your mission and program; audits; what records you must share with the public.





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Best Practices Study: Health Foundations

This report highlights the considered experiences and views of leading health grant makers across the U.S. concerning some of the key insights they have gleaned about what practices advance or impede diversity in areas ranging from governance and management to grant making and contracting.