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Resource Guide

The Investment Management Code of Conduct for Endowments, Foundations, and Charitable Organizations outlines ethical responsibilities for the sound management of longer-term financial assets.

Audience: All Funders
Topic: Governance

An Accounting Procedures Manual template created by Deborah Cooper and Meredeth Clark of the California and Steve Zimmerman, C.P.A.

Audience: All Funders
Topic: Finance

A five-step guide to formalize your organization's response to disasters.

Audience: Corporate Giving
This guide was designed to help the state’s philanthropic community understand their ethical, legal, and fiduciary requirements and obligations.
Audience: All Funders
Topic: Governance

Copublished by Grantmakers for Effective Organizations and IISC, this guide argues the value of engaging diverse stakeholders, highlights grantmakers who are bringing stakeholders into the center of their work and offers a variety of tools to help grantmakers better engage grantees, community mem

Audience: All Funders
Topic: Grantmaking

While donor collaboration is not a new concept, the new economic reality has more and more families, foundations and companies looking towards collaboration as a tool to increase their impact on the issues they care about

A User's Guide to Advocacy Evaluation Planning was developed for advocates, evaluators, and funders who want guidance on how to evaluate advocacy and policy change efforts.

Audience: All Funders
Topic: Grantmaking
There are many ways to start a giving circle. These 10 steps can give you a starting point and a basic roadmap.
Audience: All Funders
Topic: Grantmaking
This toolkit from North Carolina Network of Grantmakers gives practical information on establishing a fellowship program to support the next generation of foundation leaders.
The Forum's handbook of tools and resources for giving circle host organizations, including tools for deciding whether to host a giving circle, key questions to ask and a checklist of giving circle and host duties.
Audience: All Funders
Topic: Grantmaking

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