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This white 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…
Many foundation staff members remain mystified (and enamored) with mission investing and the promise it holds for leveraging foundation resources to support their missions. However, it is clear that many foundations do not fully understand the full complement of mission investing strategies and how…
A Chapter in Mastering Foundation Law:
The Council on Foundations Compendium of Legal Resources
The purpose of this chapter is to help you understand the federal tax laws and regulations that govern how, when, and to what extent different types of foundations can engage with policymakers, their…
On April 25, 2016, the Treasury Department officially published final regulations providing nine new examples of permissible program-related investments (PRIs). The new examples were first drafted as foundations came to sense that the existing regulations were too narrow and did not adequately…
This template community foundation board resolution authorizes the foundation to make a loan as a program-related investment (PRI). These types of activities are generally permitted by state and federal law when they serve to advance the charitable purposes of the foundation.
The term "program-…
Find your Representative(s)
Members of Congress are interested to learn about the work that you are doing in their communities. When identifying your representative(s), it is helpful to think—not only about the district in which your home office is located—but also the areas in which you fund.…
It is easy to get hung up on what you think you cannot do in terms of engaging with your policymakers. The good news is, you can do more than you may think!
Though the law varies somewhat between what community and public foundations are allowed to do, versus what private foundations are allowed…