Public Policy Session Recaps

Your Foundation's 990-PF: Mistakes You Don't Want to Make

It’s no secret that your foundation’s form 990-PF is a public document and provides information about your grantmaking, governance practices, investment portfolio, and financial operations. Is your 990-PF telling the right story? In this session, Tom Blaney of PKF O’Connor Davies identified the “red flags” that can result in negative perceptions of your philanthropy. Full audio available here


Tom Blaney
Photography by: LILA PHOTO

How Client Feedback Can Improve Philanthropy

Many nonprofits and foundations are overlooking a critical source of insight into the relevance and impact of their work — the people they ultimately seek to help. Is the work we’re supporting meeting their needs and making a positive difference in their lives? This session offered an inside look at Listen for Good, a national partnership of almost 100 funders and over 200 nonprofits that is adapting a private sector tool to create simple, systematic, and rigorous feedback loops in the social sector. Attendees heard about how giving, collecting, using, and sharing beneficiary feedback data is informing, changing, and improving the way nonprofits and foundations do business and impact people’s lives. Listen to the audio here.


Left to right: Rick Moyers, Lissette Rodriguez
Photography by: LILA PHOTO

Using Donor-advised Funds to Protect and Enhance Your Philanthropic Mission

Donor-advised funds (DAFs) are the fastest-growing philanthropic vehicles in the U.S., yet they are still misunderstood and attacked by critics who argue that they are “distorting philanthropy.” In this session, three DAF experts discussed how savvy donors — individuals and private foundations alike — are utilizing donor-advised funds to advance their philanthropic missions by protecting donor intent and donor privacy, and by increasing their grantmaking efficiency and effectiveness. Listen to the audio here.


Left to right: Sean Parnell, Lawson Bader, Steve Woolf
Photography by: LILA PHOTO