Does your charitable giving match your philanthropic personality? Is your grantmaking portfolio balanced? Find out in this 45-minute webinar with leading industry experts as they take you through the 5-Point Private Foundation Checkup. You’ll get tips and tricks for staying on track and achieving operational excellence and discover how making an impact can become a reality with the right tools and partners.
Key takeaways from this discussion will include:
- Mission and Goals Gap Analysis
- Grantmaking Portfolio Review
- Foundation Personality Check
- Operational Deep Dive
- Tech Stack Check-In
