Essential Primers - The 101 Series

Communicating with Grantees: Building Effective Relationships Throughout the Grantmaking Process
Communicating clearly and consistently with grant seekers and grantees is essential to achieving success as a foundation. Find instructions, guidelines, and "ingredients" for creating a variety of communications - mission statement, grant application, grant agreement, and more. You'll also find a host of samples, so you can begin creating or refining your communications right away.
Members: $10
Non-members: $15

Basics of Proposal Review
Find out how to accomplish one of the most central foundation tasks without getting lost in paper. Help your board focus its time on the proposals most relevant to your foundation's interests.
Members: $10
Non-members: $15

Effective Governance for Unstaffed Foundations
Get oriented to the full range of governance responsibilities, and how unstaffed foundations can carry them out effectively and efficiently. Your "one-stop" intro to governance.
Members: $10
Non-members: $15

How to Start a Private Foundation **FREE **
Get an "A to Z" overview of everything you need to start a private foundation, from choosing the structure, to filing with federal and state agencies, to operating within the law.
Download a free copy from the Bookstore

Keeping Good Records: Small Foundations' Guide to Staying Organized
Explains what documents to keep and for how long, also describing how to organize, archive, and protect your documents - not just now but consistently over time.
Members: $10
Non-members: $15

Legal Essentials for Small Foundations
Become familiar with the most important laws governing private foundations. Get a solid overview to operate legally and know what further questions to ask legal and tax counsel.
Members: $10
Non-members: $15

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Additional topic areas
Essentials - The 101 Series
Administration
Getting to Impact
Grantmaking
Boards & Governance
Investments
Succession & Family Issues
Tax & Legal
Other Topics

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