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Resource Guide

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

Budgeting is key to financial management. Learn how to plan, develop, and use budgets for your organization in a budgeting toolkit from Civicus.

Audience: All Funders
Topic: Finance
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
This includes insights and tips related to board governance, legal compliance, grantee communications, fiscal responsibility, public disclosure, and many other key areas of foundation governance and operations.
Audience: All Funders
This toolkit is designed to walk you through some of the key steps and choices to consider as you establish or grow your fund, reflecting lessons and experience gathered from existing funds and foundations in Black, Asian, Arab, Latino and Native-American communities.
Audience: All Funders
Topic: Grantmaking
This tool for unstaffed foundations includes an accountability self-assessment and a legal checklist. It is divided into nine topic sections, each of which is divided into three levels, which can help foundations tailor the tool to meet their specific interests and needs. Also included are an Excel spreadsheet to help tabulate responses, an extensive accountability resource list, and a glossary of key words and concepts used in the tool.
Audience: Family Foundation
Topic: Governance
The heightened focus on nonprofit accountability in recent years has spurred calls for foundations and public charities to have adequate policies and procedures in place to ensure sound governance. One such policy that has become a recommended best practice for the sector is a whistleblower protection policy, yet most nonprofits still don’t have one. Here are some basic issues to consider when developing a whistleblower protection policy for your grantmaking organization.
Audience: All Funders
Topic: Governance

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