Resource Library
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Building Trust and Shaping the Future through Storytelling
Build your narrative skills and explore the power of storytelling—along with the risks of leaving certain stories untold.
Member Only
Featured
Changes to Tax and Estate Planning After OBBBA
The recently passed One Big Beautiful Bill Act (OBBBA) introduces changes to tax and estate planning that may impact how donors think about their...
Expenditure Responsibility & Donor-Advised Funds: A Guide for Community Foundations
This guide explains when ER applies, how it differs from general due diligence, and what steps are needed to stay compliant.
Protecting Nonprofit Privacy in Beneficiary Claims: Charitable Beneficiary Affidavit
Ready-to-use letter that members can send to financial institutions when responding to requests for personally identifying information.
Member Only
Grant Declination Letter
Fillable grant declination letter templates available for customization.
Member Only