All Resources
Displaying 241 - 256 of 502 results
A Compliance Checklist for Private Foundations
Legal Compliance Guidance
The persistent scrutiny of nonprofit governance has prompted leaders at many types of organizations to take steps to assure that their own houses are in good legal and financial order. This checklist is a good place for you as a private foundation to start.
Tips for Effective Grantee Relations
External Resource
This checklist for developing effective grantee relations was prepared by Jane Kendall, president of the North Carolina Center for Nonprofits and a trustee of the Kathleen Price Bryan Family Fund.
Glossary of Philanthropic Terms
Fundamentals
Search by Letter
A B C D E F G I J L M O P Q R S T U
Certain definitions are defined by law.
A
501(c)(3):
Section of the Internal Revenue Code that designates an organization as charitable and tax-exempt. Organizations qualifying under this section include religious, educational, charitable,…
A Quest for Equality: Breaking the Barriers for People with Disabilities
External Resource
From The Chicago Community Trust, this white paper challenges all of us with a set of thoughtful recommendations to realize our promise for the full inclusion of people with disabilities in our communities, our schools and our workplaces.
Thinking about an Audit? Read this First
Legal Compliance Guidance
Audits are everywhere these days. Consider:
In the wake of corporate accounting scandals, the Sarbanes-Oxley Act was enacted in 2002, imposing corporate governance reforms on public, for-profit companies, including provisions on how financial audits are managed and carried out by auditors.…
More than Money: Making a Difference with Assistance Beyond the Grant
External Resource
From the Center for Effective Philanthropy, most of foundations’ efforts to contribute ‘beyond the money’ have little beneficial impact on grantees. More than Money: Making a Difference with Assistance Beyond the Grant reveals that only when foundation staff provide assistance beyond the grant in…
Legal Basics: What Every Foundation Leader Should Know
Legal Compliance Guidance
A guide to legal basics for foundation leaders covering: tax on investment income, self-dealing, payout requirements, excess business holdings, jeopardy investment rules, taxable expenditures, intermediate sanctions, reasonable compensation, and grants to non-charities.
Effective Collaborations: Recommendations for a Connected Philanthropic Infrastructure
Publication
The report explores the ways in which infrastructure organizations think about the value and the mechanics of collaboration—the drivers and barriers to collaborative work—and determine ways to encourage more effective partnerships. The publication features a framework for understanding…
Closing a Foundation: The Lucille P. Markey Charitable Trust
Publication
Closing a nonprofit charitable institution presents a range of unknowns to the grantmaking community. In this analysis, authors John Dickason and Duncan Neuhauser provide guidance to foundations considering whether to create a time-limited foundation or bring a foundation to an end. Topics include…
Addressing the Impact of Currency Fluctuations on International Grantmaking
Publication
Understanding the challenges of currency fluctuations on international grantmaking, and taking action to minimize their impact can ensure that this natural process does not become an added barrier to overseas giving. This resource focuses on some of the challenges foundations and giving programs…
Checklist for a Successful Meeting with Your Members of Congress
Fundamentals
How to Make the Most of your meeting
Consider the following to ensure a productive meeting that runs smoothly.
Determine Your Message
Before your meeting, you will need to decide what your message will be. This is going to depend largely on the purpose and goal of your meeting, and can range…
Nonprofit Law in Vietnam
Legal Compliance Guidance
Current as of March 2024 | Download print version (PDF)
This section describes the legal framework of nonprofit organizations (also known as non-governmental organizations or NGOs) in Vietnam, along with translations of legislative provisions relevant for a foundation or advisor undertaking an…
Catalytic First Loss Capital
External Resource
This issue brief from the Global Impact Investing Network (GIIN) details the motivations, benefits, considerations, and suitable scenarios behind the use of catalytic first-loss capital in impact investing transactions. Catalytic first-loss capital refers to socially- and environmentally-driven…
Impact Investing 2.0: The Way Forward: Insight from 12 Outstanding Funds
External Resource
The Impact Investor Project was established in 2012 as a two-year research partnership between InSight at Pacific Community Ventures, CASE at Duke University, and ImpactAssets. The goal was simple: supplant the guesswork and conjecture in impact investing with solid evidence of high performance and…
From the Margins to the Mainstream: Assessment of the Impact Investment Sector and Opportunities to Engage Mainstream Investors
External Resource
In this report, the World Economic Forum Investors Industries consulted the senior decision-makers and portfolio managers of the largest and most innovative investors in the world to facilitate a more realistic vantage point on the challenges in scaling the sector.
Northern New England Community Foundation Impact Investing: A Rural Community Foundation Case Study
External Resource
In summer 2011, the Maine Community Foundation, New Hampshire Charitable Foundation, and the Vermont Community Foundation came together, with the help of GPS Capital Partners and TPI, to jointly evaluate the potential for expanding impact investing as a program strategy and donor service. This case…
