All foundation leaders have one thing in common: the desire to make a difference. But achieving impact requires good planning, intentional work, and a drive to keep learning and improving.

This primer will help you undertake a thoughtful planning process that answers two important questions: What do we want to accomplish with our limited resources, and what is the best way to do so?

Specifically, this primer will help you:

• Set the stage for planning at your foundation.
• Clarify your foundation’s purpose as a first step in planning.
• Create a roadmap for your giving with your purpose as the driving force.
• Align all of your work to follow the roadmap and enhance your impact.

Wherever your foundation is on the road toward impact, taking time to plan helps you clarify what you want to achieve, use your resources wisely, measure progress, learn together with your trustees and staff, and move closer to your goals.

49 pages

Electronic version available here.