Conducting Your Annual Review

Look Back to Move Forward

With year-end almost in the rearview mirror, you may be beginning to chart your foundation’s course for the coming year. Before moving forward, however, consider taking a look back. By conducting a full and thoughtful review of last year’s grantmaking priorities, social impact, and finances, foundation members can craft meaningful goals for the foundation and even for themselves. When conducting your annual review, here are some topics you might want to discuss together:

The Foundation's Fiscal Realities And Future Forecast

A financial review is an ideal starting point for this exercise because many of your subsequent decisions, such as how best to allocate funds, may depend on your bottom line.

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