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In 2013, Merede Graham of the Namaste Foundation offered her perspective about how generational succession shaped her family foundation.
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My parents started our family foundation with the intent of providing their children with opportunities to build confidence and skills to serve…
From TCC Group, which developed the Core Capacity Assessment tool, this resource investigates how organizations can put these core capacities to work in achieving organizational sustainability in difficult economic times.
A video series featuring leaders sharing their insights about their organizational journey to become more diverse and inclusive and lessons learned along the way. All videos are close captioned.
Dr. Robert K. Ross
The California Endowment
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This document is a tool to help you as a private foundation determine when to use expenditure responsibility for grants to public charities.
Expenditure responsibility is a five step procedure that is designed to ensure that foundation funds are used for exclusively charitable purposes.
The five basic steps that are required for completing expenditure responsibility include:
Conducting a pre-grant inquiry including a reasonable…
https://cof.org/content/grants-organizations-donor-advised-funds-expenditure-responsibility-required
Use this flowchart to determine if grants from donor-advised funds require expenditure responsibility.
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The steps of expenditure responsibility are the federally-mandated procedures a private foundation (and DAFs) must follow for any grant made to a non-charity. While the rules for exercising expenditure responsibility are relatively straightforward, many issues and concerns can…
Leaders of corporate foundations and giving programs have an opportunity to redefine the role of corporate philanthropy. By taking the initiative to align and engage their efforts more closely with the business, these leaders can help unleash new resources and ideas to enhance the company’s…
To support leaders in their efforts to take meaningful action to address diversity, equity, and inclusion (DEI) in their organizations, D5 commissioned JustPartners, Inc. to identify the most effective policies, practices, and programs to advance DEI.
The Analysis of Policies, Practices,…
This study conducted by Forward Change provides a holistic, in-depth picture of the career experiences of 43 philanthropic professionals of color ranging from Program Officers to CEOs working in a diverse array of foundations. The study surfaced a set of potentially common points of entry, career…