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Council on Foundations—Commonfund Study of Investment of Endowments for Private and Community Foundations

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Commonfund Study of Investment of Endowments Cover
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This report is a timely and reliable reference resource for those responsible for investment, financial, and governance decisions at private and community foundations throughout the country. It is the field’s most comprehensive and authoritative study on investment and governance policies and practices.

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Consumers Guide to Grants Management Systems

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Consumers Guide to Grants Management Systems Cover
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This resource reviews 14 of the most widely used grants management systems against hundreds of requirements criteria developed with the expertise of consultants, vendors, foundation program officers, and system administrators. For the first time, the guide also includes an interactive digital version to make it easier than ever to compare features, systems, and pricing to help your foundation choose the best software for its needs.

Understanding Software for Program Evaluation

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To help nonprofits in the area of program evaluation technology, Idealware has researched and written the report, Understanding Software for Program Evaluation.  This handy reference guide provides overviews of the types of software that, when brought together, can enable your organization to accurately and confidently collect, measure, and monitor the outcomes and effectiveness of its programs.

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Guidelines for Comprehensive Fiscal Sponsorships

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In a Comprehensive Fiscal Sponsorship Relationship, the fiscally sponsored project becomes a program of the fiscal sponsor and is a fully integrated part of the fiscal sponsor who maintains all legal and fiduciary responsibility for the sponsored project, its employees, and activities. Any work product is available to the public or to the charitable sector. The fiscal sponsor assures funders that the purposes and any restrictions of all grants and/or contributions will be met.  This document outlines guidelines for comprehensive fiscal sponsorship.

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Getting Started With Data- Driven Decision Making: A Workbook

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Could you use more help thinking through how to use data to help your organization make decisions? If so, you’re not alone. Our recent report on how nonprofits are using data showed that although some organizations are relying heavily on data, a number were doing very little to actually measure their work or use the data to inform other decisions.

Measuring may not be as difficult as you suspect. When we talked to experts, they agreed that simply starting to track a few strategic metrics was a huge step toward a more data-driven culture. Once your staff has data that they can use to make decisions, they will often start to want more. A few, straightforward metrics can start the snowball to a more broad-based program.

Getting started isn’t a trivial process, however. What metrics will be useful and actionable—but not require a ton of time to collect and understand? How do you define and communicate data in order for your organization to make decisions?

This workbook will help you with those questions.

Best Practices for Private Foundations: Using the Form 990-PF as a Guide

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This manual, from Morgan Stanley, highlights some of the things private foundations must do, must not do, and may do. It describes how trustees can use Form 990-PF to examine the inner workings of a private foundation. In fact, Form 990-PF is a useful “check-up” mechanism for evaluating the overall “health” of a private foundation. This manual identifies sections of Form 990-PF that reveal possible improprieties and suggests “best practices” to avoid violating the private foundation rules.

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