Resources for Advisors

Paul Connolly, TCC Group, talks with ASF members

Did You Know? The top issues facing ASF member foundations: 1. Succession 2. Need for greater focus or impact in grantmaking 3. Regulatory changes 4. Family/board dynamics 5. Keeping mission aligned with the donor intent Source: ASF 2007-2008 Foundation Operations and Management Survey Frequently Asked Questions How can my foundation fulfill its payout requirements within the calendar year? Read our response

ASF members operate their foundations with few or no staff, and for many, professional advisors are essential to getting it all done.

 

ASF offers resources to help advisors work with foundation clients and build a specialty in philanthropy. Use our materials to get acquainted with small foundation philanthropy, and to keep as ongoing references.

 

Questions? Please contact Karen Engstrom at karen@smallfoundations.org.

 

ASF Primers
Very clear.  Very comprehensive.  Very concise. ($15 / $30)

• Legal Essentials for Small Foundations
  
• Creating a Strategy and Plan for Your Foundation’s Investing: Developing and Using an Investment Policy Statement
• Financial Reporting for Private Foundations: A Uniform System
  
• How to Start a
  Private Foundation, free
  
• Other primers >>

Foundation Operations and Management Survey

The only data specific to small foundation grantmaking, governance, investments, and administration. 

• 2007-2008 edition, $95

The Professional Directory of Foundation Advisors
Advertise in the only national directory of professionals who serve foundations. It's exclusive to member-nominated advisors. For information on how to be nominated, contact Karen Engstrom at karen@smallfoundations.org.

• Basic listing, free - preview
  
• Expanded listing, $199 - preview
  
• Browse the directory

Want to recommend membership in ASF to a foundation client? Learn more about member benefits.