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FEATURED EVENT
Global Grantmaking Essentials
Practical Solutions for Foundation Staff Making Grants Abroad
October 9, 10, 16, 2024 | 1:00 p.m. - 5:00 p.m. ET
Virtual
Corporate Giving Programs and Foundations
Corporate Philanthropy refers to the investments and activities a company voluntarily undertakes to responsibly manage and account for its impact on society. It includes investments of money, donations of products, in-kind services and technical assistance, employee volunteerism, and other business transactions to advance a social cause, issue, or the work of a nonprofit organization. Corporate foundations and corporate giving programs traditionally play a major role in these areas.
Due to the large number of resources on our website, we highly recommend you use the site navigation or the search feature to find what you are looking for.
Hiring An Archival Consultant
Legal Compliance Guidance
The services of a consultant may prove beneficial to an organization considering the creation of a records management or archival program.
From a consultation, those who oversee the records and archives project should derive a general sense of the existing historical record of the organization —…
Sample Grant File Index
Sample Document
This sample grant file index allows you to see the types of information which your foundation may need to keep on each of your grantees.
Sample Expenditure Report
Sample Document
This customizable sample report allows you to track expenditures by grantees.
Sample Docket Write-up of Program Goals and Strategies
Sample Document
This sample docket write-up allows you to customize your program goal and strategies.
A Colleague's Perspective on Trustee Orientation
External Resource
By Anne H. Morgan
Becoming a trustee of a family foundation can be a complex, confusing, and confounding experience. Suddenly you are thrust into a room full of persons whom you thought you knew, but now they are all in different roles. Your favorite aunt, who has always seemed so demure and self…
A Colleague's Perspective on Mission and Vision Statements
Fundamentals
This perspective offered by William Graustein of the William Caspar Graustein Memorial Fund in 2013 provides useful context on creating your own foundation's mission and vision statements.
When you get down to it, the reason a charitable foundation exists is to change the world or, at least,…
Closing Documents Checklist
Sample Document
As you prepare to close out grants, this customizable checklist can help ensure that you've received the appropriate documents from grantees.
Sample Grant Closing Letter
Sample Document
You can send this customizable sample closing letter to grantees upon the conclusion of their grant.
Sample Grant Close-Out Form
Sample Document
This sample grant close-out form can help you wrap up outstanding grants.
Board Member Orientation Materials
Sample Document
This resource outlines the onboarding process for a new board member.
Providing Relief in Times of Disaster - Matching Gifts
Legal Compliance Guidance
Public foundations, community foundations and corporate giving programs may establish a matching gifts program that will match disaster relief gifts made by employees or other donors living in the U.S. or anywhere in the world, provided the grantees are public charities based in the U.S., and gifts…
Providing Relief in Times of Disaster - Direct Corporate Giving
Legal Compliance Guidance
Grants to Public Charities from a Corporate Giving Program
Businesses can make disaster relief grants directly from the corporation, or from its corporate giving program, to any section 501(c)(3)public charity. An added plus is that such gifts are eligible as charitable deductions for the company…
The Savvy CEO
Publication
The role of the foundation CEO is pivotal to the success of a foundation’s goals. Even at foundations without staff, the tasks of the CEO do not disappear, but rather are carried out by board members. In this publication, we explore some of the critical issues and challenges that foundation CEOs…
Principles of Accountability for International Philanthropy
Publication
While cross-border philanthropy has much in common with domestic giving within a country, it also differs in significant and challenging ways. Language differences, communication across vast distances, unfamiliar cultural values and perspectives, multiple legal systems, and disparate accounting…
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