Ten questions you should ask your clients
Information to collect from your client before advising.
Guide
Ways to talk about philanthropy with your clients
Sample conversation starters.
Foundations & Donor-Advised Funds: Can Foundation Management Be Done Smarter?
Page Snow, Chief Philanthropic Advisor for Foundation Source, writes about the rise of outsourced philanthropic support solutions.
Due Diligence Done Well - A guide for grantmakers
This GEO publication argues that doing due diligence well means striking a balance between obtaining the information you want and need as a grantmaker and not asking for so much that it places an undue burden on the grantseeker.
Transition Guides
Transition Guides is a website dedicated to sustaining and strengthening nonprofits through better managed leadership transitions and related organizational development.
CGO Search Criteria
The online database is searchable using nine different input options.