Ramping Up Your Foundation: Key Considerations for Planning and Managing a Significant Increase in Giving

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By Ellen Remmer, Katherine Linder, and Hanh Le. Produce by Exponent Philanthropy in partnership with The Philanthropic Initiative.

This guide is designed to help foundations thoughtfully and responsibly plan for a significant ramp up in giving and/or adjust to a sudden infusion of assets. Drawing on the experiences of a number of foundations that have undergone this transition, the primer addresses key considerations for foundation leadership in the areas of governance, staffing and operations, grantmaking and evaluation, investments, and tax and legal arenas.

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