A checklist of documents and processes that foundations should consider when assessing compliance with IRS regulations.

Offers brief but practical advice for foundations considering the use of social media tools as part their marketing and communications strategy.

On this site, full data from the Council on Foundations (COF) annual Grantmaker Salary and Benefits Survey is available for purchase.

The Council provides links to helpful resources to help foundations effectively respond to domestic and international disasters.

The Commonfund Institute conducts a comprehensive survey of financial, governance and policy practices at educational endowments, foundations and health care institutions. These surveys are published, with analytical and descriptive commentary, in a series called the Commonfund Benchmarks Studies®.

This publication of the Consumers Union provides a framework for community engagement in the development of a health legacy foundation.

Created by Asibey Consulting, this guide delineates a nine-step process to evaluating foundation marketing and communications.

The EEI is a five-year initiative designed to assist funders in developing equitable evaluation practices as the next step in addressing equity within their grantmaking processes.

ERI produces comprehensive salary studies of the nonprofit sector each year. Data is available in a compiled report or through an interactive benchmarker service.

FFOG is a nonprofit membership organization of financial and investment officers of large private foundations in the United States and abroad.

This toolkit is designed to help foundation leaders engage their trustees in evaluation. Includes a self-assessment survey for trustees, discussion guide, and sample framework.

GIA has partnered with the Foundation Center (now Candid) and the National Assembly of State Arts Agencies (NASAA) to publish an annual update on trends in public and private funding for the arts.

Explores analysis and insights from recent research into health legacy foundations from The Bridgespan Group.

Published in 2014, this article provides an updated count and listing of health legacy foundations in the U.S. Health Affairs publishes updates and research on health legacy or health conversion foundations.

InDEEP is a professional development series that engages a network of foundation staff, including senior leaders, committed to integrating racial equity and social justice throughout their environmental philanthropy. We support environmental grantmakers to cultivate opportunities to increase funding for organizations led by people of color, use a justice and equity lens in their grantmaking, and strengthen the capacities of grantee organizations and leaders across the field to create a more diverse and inclusive environmental movement.

This site was launched in 2014 by David Callahan, journalist and author of The Givers: Wealth, Power, and Philanthropy in a New Gilded Age. Inside Philanthropy explores the many trends and new developments in giving by foundations and prominent individual donors. Articles offer insightful commentary and occasional editorializing. Readers can view a limited number of articles for free, with the option to subscribe for full access. Subscription access also includes a directory of foundations and their staff.

From the IRS, this page provides a listing of resources and documents most private foundations will need as they proceed through the phases of their life cycle.

The IRS provides a draft charter for use in filing initial formation documents at the state level.

This monograph features foundation CEO and trustee reflections on the impact of a broad array of diversity and inclusiveness efforts. The authors have identified diversity and inclusion as important tools in advancing their organizational missions and program goals. Their strategies range from institutional issues such as board development and staffing to community outreach and redefining grantmaking success.

This report presents examples of innovative ways for foundations to enhance their engagement with issues of diversity, equity, and social justice through policy statements, governance and workforce, grantmaking, vendor and consultant contracting, and investments.

Published by the Center for Lobbying in the Public Interest, this guide offers strategies and resources for private foundations to support civic engagement both through funding to their grantees and by direct advocacy efforts.

This paper by Margaret Garigan at Georgetown University provides an overview of the development of health legacy foundations through the early 2000s and offers profiles of selected foundations created through hospital or health plan conversions.

This report examines how philanthropy's approach to diversity has evolved over time and the major strategies that have been piloted.

Through its work on the Emergency Preparedness Demonstration project, MDC developed a series of guides and information sheets to help agencies understand the barriers that prevent disadvantaged communities from being aware of and prepared for disasters.

Developed by the Council of Michigan Foundations, this resource is intended to explore frequently asked questions involved in managing disaster funds, specifically issues of concern to private foundations, community foundations, corporate foundation/giving programs and other public charities that manage grantmaking.

The National Assessment of Educational Progress (NAEP) test has been performed nationwide on students throughout the country since 1990. It measures students' proficiency in in eleven subjects at grades 4, 8, and 12. The Data Explorer provides aggregate data of the results of these tests for the last two decades.

NCFP is dedicated exclusively to advancing the practice of family philanthropy through learning opportunities, tools, publications, and other resources for family foundations and donors.

Sample bylaws for a family foundation, from the National Center for Family Philanthropy.

NCRP promotes philanthropy that serves the public good, is responsive to people and communities with the least wealth and opportunity, and is held accountable to the highest standards of integrity and openness.

The Center supports the dissemination of the results of health services research, with special emphasis on the growing body of evidence reports and technology assessments which provide organizations with comprehensive, science-based information on common, costly medical conditions and new health care technologies.

In conjunction with the Council on Foundations and Independent Sector, Nonprofit Vote offers this guide to voter engagement strategies for private foundations. The publication includes a review of strategies and case studies of funders that have implemented these examples in their work.

PEAK Grantmaking, formerly the Grants Managers Network, is a membership association that provides a forum to exchange information about grants management and its relevance to efficient and effective grantmaking.

Created by and for PEAK Grantmaking members, these five Principles are a call to action to transform the practice of philanthropy into the practice of principled grantmaking that is values-driven, equity-centered, and practice-based.

This annual report delivers comprehensive insights into compensation trends, benefits, and workplace practices based on the firsthand input of grants management professionals.

The Chronicle is the leading source of news on fundraising and philanthropy. Registered users can sign up for daily or weekly alerts. Subscribers have access to full articles and special features such as How America Gives, an interactive map showing charitable giving by location.

This guide will assist board members and foundation staff in defining conflicts of interest, identifying which types of transactions are prohibited or permissible, and developing a conflict-of-interest policy. Includes a sample conflict of interest policy and disclosure questionnaire.

Project Evident offers a comprehensive platform of tools and resources, direct services, and talent solutions that help practitioners and funders improve how they use data to measure, evaluate, and report results, while strengthening their alignment with one another.

The Philanthropy Roadmap is a series of guides designed to introduce individuals and families to the concepts behind thoughtful, effective philanthropy. The guides offer an overview of issues that donors should consider as they develop a giving strategy.

The Rural Health Information Hub, formerly the Rural Assistance Center, is funded by the Federal Office of Rural Health Policy to be a national clearinghouse on rural health issues.

The Forum is an annual conference providing education, networking, and learning opportunities for family offices and family-owned businesses in the Southeast.

The Technology Association of Grantmakers (TAG) is a non-profit membership organization that promotes the power of technology to advance the goals of the philanthropic sector. TAG’s Grantmakers Information Technology Survey offers insight into best practices in information technology for foundations and highlights emerging trends for practitioners.

Powered by CompuMentor, one of the nation's oldest and largest nonprofit technology assistance agencies, TechSoup.org offers nonprofits a one-stop resource for technology needs by providing free information, resources, and support.

The Philanthropy Lab partners with colleges and universities to engage students in philanthropy by giving them the tangible responsibility of directing real money to nonprofit organizations in the context of full-credit undergraduate courses.

TPI offers a range of guides intended to help all types of donors and foundations implement strategic grantmaking practices, evaluate impact, and set philanthropic priorities.

Presents final results from a three-year study of foundations' expenses and compensation patterns and the factors behind them, focusing on the 10,000 largest foundations during the years 2001-2003.

The U.S. Chamber of Commerce Foundation publishes content on disaster response and related issues.

Visit the NASCO website for a complete list of state charitable officials and state codes that regulate the nonprofit and foundation community in your state.

Neighborhood Funders Group is a network of national and local grantmakers throughout the U.S. We bring together funders to learn, connect, and mobilize resources with an intersectional and place-based focus.

This resource explores the changing demographics of poverty in the U.S. from 1964-2014.

Our bestselling compendium of private foundation rules has everything you need to know, including important provisions from the Pension Protection Act of 2006. By Benjamin T. White, Esq. Updated and reprinted in 2008 and 2023.