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The Charitable IRA Portfolio is a collection of tools designed to help communicate the exciting giving opportunities available to donors.
Revised to reflect recent legislative changes, the portfolio includes:
Talking points, a fact sheet, and Web content
An event presentation…
An annual report is your foundation's report to the community—a year-end summary of your activities, a record of grants and issues funded, and a description of donor contributions. The annual report is likely your community foundation's most important public relations tool and part of your larger…
This is a sample document to guide the development of your Board of Directors election and retention policy.
Both the board and CEO advance each foundation’s mission. They hold different responsibilities, but they need to support and balance each other.
The board chair-CEO partnership is crucial to your foundation’s effectiveness, as well as to your success as a CEO. As one CEO said, “To have a…
You can use this document to guide the development of your disclosure and confidentiality statement for staff and board of directors.
Social media is an increasingly prevalent part of our world. Whether it’s on the news, sitting in traffic, or talking with colleagues, you’ll be hard-pressed to avoid mention of Facebook or Twitter. Is there a good way for your foundation to become involved?
Perhaps your board chair suggested…
From the New Economics Foundation, Mission Possible considers how foundations might more effectively use a proportion of their endowment in support of the change they set out to create – their mission. Starting from the premise that paths are made by walking, it explores the potential of ‘mission-…
This report by FSG Social Impact Advisors provides the first comprehensive analysis of mission investing by U.S. foundations and analyzes the activity of 92 U.S. foundations, which have made a combined total of $2.3 billion of mission investments.