This document aims to share learnings about the key considerations in starting and operating a liaison office successfully. This document is based on the multi-year evaluation of the OFL, along with interviews with its founders and of leaders of similar offices in other states and regions.

This on-demand recording features a discussion on mission-driven succession planning. Learn from those who have experienced transitions successfully, lessons learned and gather resources to assist with your organization’s succession planning. This conversation includes Angelique Power, president & CEO of The Skillman Foundation, Ron Hall Jr., vice chair of The Skillman Foundation board, Carol Goss, a former Skillman Foundation president and CEO and current BoardSource trustee, and Monika Kalra Varma, the current president & CEO of BoardSource.

This resource is intended to provide sample documents for the initial stages of the grantmaking process. 

Change is a force that is simultaneously generative, stimulating creativity and innovation, and disruptive, destabilizing or re-ordering existing conditions. Organizations embarking on equity transformation processes often grapple with questions about the work they are engaging in and where they aspire to land as it relates to advancing change. These common questions can present moments of tension or stuckness, for organizations, staff, boards and equity practitioners, whether in identifying the greatest power levers, unaddressed challenges, or navigating fear or misalignment that can impede larger transformation journeys. Through this publication, Sheryl Petty supports systems to unstick and deepen their ability to advance and embody Deep Equity.

This resource is intended to fill a gap in available source material to provide a useful overview for grantmakers of all sizes and types. It outlines the general steps of the grantmaking process while highlighting areas where due diligence components can be incorporated.

A common grant application is intended to be utilized by multiple foundations, minimizing the burden on nonprofit partners to complete numerous, divergent applications looking to obtain grants from multiple funders. A common grant report is similarly intended to help nonprofits save time, while assisting foundations by simplifying the process of gathering standard grant evaluation information.

This resource is intended to explore frequently asked questions involving donor advised funds. Please note that DAFs are a continued topic of regulatory debate, and federal and/or state rules that affect the operation of DAFs are subject to change.

In this conversation, we explore key findings and trends from the 2022 State of Philanthropy Tech Survey, conducted by Technology Association of Grantmakers (TAG). 

After a decade-long absence, Congress reinstituted Congressionally Directed Spending (often referred to as earmarks) in early 2021. Earmarks are included in federal funding bills and provide funding to specific nonprofits and government entities. Watch our on-demand recording to learn more.

This year’s trends share a familiar wealth of examples, data, quotes, and research publications that can help us all anticipate the vectors of change. But at the core of 11 Trends in Philanthropy for 2024, readers will find a set of questions rather than answers. Each trend poses a number of moral, economic, equity-related, tactical, and other questions that the sector will have to answer.