New to philanthropy? Learn the basics with our helpful glossary of philanthropic terms, compiled from the very best resources on the Web.
An introduction to philanthropy and the different types of foundations and grantmakers.
Why you should talk with your client.
Information to collect from your client before advising.
Sample conversation starters.
Page Snow, Chief Philanthropic Advisor for Foundation Source, writes about the rise of outsourced philanthropic support solutions.
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.
Transition Guides is a website dedicated to sustaining and strengthening nonprofits through better managed leadership transitions and related organizational development.
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.
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.