Foundation Management

Foundation staff are expected to be knowledgeable and have developed a broad range of skills, from donor relations to human resources and community leadership. The Council is here to offer support by providing relevant resources to help guide your learning and sharpen your skill set in foundation management practices.

In-Depth Topics Under Foundation Management:

Mission, Vision & Values
Public Disclosure Requirements
Record Keeping and Retention
Staff Administration
Stewardship Principles
Strategic Planning

In-Depth knowledge on Foundation Management

This quarter's member update will focus principally on important issues related to foundation financial management and endowment performance. We will look in depth at the Council's recent research on endowments and preview our upcoming Endowments and Finance Summit in New York City. We will discuss how members might better understand their own institution's financial management and investment performance in broader context.

Sharing knowledge with stakeholders is an important part of many nonprofit programs, but what does this look like? To answer this question, the Cornerstone OnDemand Foundation and NTEN: The Nonprofit Technology Network surveyed nonprofits and foundations to understand the most common online learning strategies organizations are using to train their employees, volunteers, and beneficiaries. This webinar provides an early look at the insights gained from the survey and participants can discover how their organization aligns with others in the sector. Find out more about the latest innovations in technology-based learning and get actionable tips you can put to use in your organization today.

Modern life is full of data—a lot of data. Sometimes it feels simply overwhelming. And that’s especially true in the philanthropic sector. It can feel like our work is simply an endless string of profiles, templates, accounts, applications, and reports. If we aren’t thoughtful about it, the flow of data in philanthropy could be a barrier to effectiveness instead of a way to amplify our impact. Data standards offer part of the solution, a way to bring order to the flow of data. In the last few years, several core standards have emerged, including eGrant, the BRIDGE ID, and GuideStar for Grant Applications. These standards will, we believe, become a part of the underlying flow of data in philanthropy.

The 2015 Administrative Expenses Tables provide foundations with tools to benchmark their administrative expenses – their grants, salaries, qualifying distributions, etc. – against peers in the field. Containing data collected through the Council’s 2015 Grantmakers Salary and Benefits survey, this report offers detailed breakdowns of the data by foundation type and asset size.

Is your foundation using best practices for internal processes? Hear how the Archstone Foundation addressed the various needs of a multigenerational workforce that values its employees and offers incentives to increase motivation, productivity, and employee satisfaction. You will also learn how The Irvine Foundation reviewed its 10-year-old, paper-intensive grant process and developed a more streamlined, technology-driven approach while providing more readily available information to program staff and key executives.

In this age of austerity, it is more important than ever to ask and answer how foundations' decisions impact the fields they work in. Join foundation grantmakers for this two-part webinar as they share lessons learned from grantee budget reductions and business model changes.

Representatives from the Robert Wood Johnson Foundation discuss how their foundation became a Web 2.0 philanthropy and the effects it had on their employees, grantees, and programming.