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Table of Contents
Table of Contents
Transform your understanding of how private foundations operate, from legal formation to strategic grantmaking, and build the skills to manage a foundation that achieves lasting philanthropic impact.
What You Will Learn
- 1 Learn the legal and governance structures of private foundations
- 2 Understand the process of establishing and registering a private foundation
- 3 Develop a strategic grantmaking framework aligned with mission
- 4 Apply financial management principles including budgeting and endowment oversight
- 5 Design investment policies and asset allocation strategies
- 6 Navigate regulatory compliance requirements including IRS rules and excise taxes
- 7 Strengthen board governance and fiduciary responsibilities
- 8 Implement impact measurement and reporting frameworks
- 9 Explore donor advised funds and collaborative giving models
- 10 Plan for sustainability and succession in foundation leadership
What's Included
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Private Foundation Management