-
Determining When Your Foundation is Listed as a Beneficiary
Does anyone have a best practice for identifying when your foundation is listed as a beneficiary for an estate, an IRA account, etc? We ask our donors to let us know, but we have not historically had a great protocol for saving and storing this information and we are not certain we are aware of all of the accounts for…
-
Ideas for evaluation tool for client
We have a grantee who is giving out beds to any / all who "need" them. The need is determined by the person / family voicing their need - there are no "qualifications" of any sort. The organization does not collect any information from the person who receives the bed, except name and maybe a phone #. This org is run by…
-
Working With Other Grantmakers In Your Geographic Area
I've noticed a recent trend with our GLM clients finding little ways to make their grant applications easier for applicants. Often times this means creating a shorter, simpler application - but what about creating more similar applications? Are there any grantmakers out there who are working together with other funders in…
-
Scholarship Withdrawals
We have a scholarship program for dependents of employees. We increased the amount of per semester scholarship to $3,000. Several schools do not cost this much leaving the student a balance on their fee bill. I have had a request from a student for permission to withdraw the remainder to purchase supplies/computer etc.…
