Best Practice

Exponent Philanthropy in the 2014 Issue 1 Essentials reviews the Case Study: The Cynthia and George Mitchell Foundation, as they "Ramp Up," or significantly increase their charitable giving and activities. Included are 5 Tips for Ramping Up.

Dynamic Families: How Small Family Foundations Decide to Make Big Changes Through Public Policy

This investigation reveals common patterns among small family foundations that have thrived in the world of policy philanthropy. This publication spotlights efforts by four foundations, including Connecticut's William Caspar Graustein Memorial Fund.

Self Dealing: A Concise Guide for Foundation Board and Staff Guide

From the Effectiveness and Accountability Educational Series: This guide provides an overview on the self-dealing law, including definitions, common problem areas, exceptions, penalties, and resources.

What You Should Know Before Signing Your Oganization's Form 990-PF

A guide for foundation officers who sign the Form 990-PF. This resource helps top officers to understand the important safeguards they should undertake before signing the tax return.

10 Common Errors to Avoid in Completing A Private Foundation's 990-PF

A guide for tax preparers of the 990-PF, this publication highlights those areas most commonly completed incorrectly and provides explanations and directions for proper completion.

Due Diligence Done Well - A guide for grantmakers

This GEO publication argues that doing due diligence well means striking a balance between obtaining the information you want and need as a grantmaker and not asking for so much that it places an undue burden on the grantseeker.

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