Board members and staff of philanthropic institutions regularly reach out to CMF to learn more about succession planning. The Ask CMF team has curated the following resources for organizations considering how to plan for a hypothetical or forthcoming transition for executive positions.
This tool is intended as a starting point. Use it with your board members and leadership staff to inform internal conversations about pursuing potential partnerships.
In Do More than Grow: Realizing the Potential of Community Foundation Donor-Advised Funds, new data and analysis of donor behavior reveals the significant untapped strategic value in community foundation DAFs.
This report examines 2015 through 2019 fiscal year data from 989 charities. For the tenth consecutive year, there was growth in donor-advised funds (DAFs) in every key metric.
This publication offers an introduction to their demonstration projects and provides a glimpse of their early results. Moreover, their stories demonstrate the breadth of opportunities community foundations have to play a leadership role in the shift to clean energy in our state.
Our team of experts is here to answer your technical questions, track down research and connect you with best practices in grantmaking, legal and operational insights, sample documents and more.