be ready for bold smRecently we witnessed a grant application from a small charter elementary school in an economically struggling port city spark a private foundation’s five trustees’ enthusiasm in an unusual way. What happened next affirmed our belief that the time funders spend working on process, clarifying their goals, and developing partnerships with their grantees leads to trusting relationships and confident philanthropic investment.

The program described in the application was a perfect fit with the foundation’s stated desire to help individuals realize their full potential while utilizing existing resources and leveraging the community’s strengths. Trustees saw strength in this low-profile independent program’s adoption of acknowledged best practices; the administrators relied on volunteers, collaborated with existing service providers to meet scholars’ needs, and targeted students and families least likely to seek enhanced educational opportunities on their own.

After making a grant at the requested level, the board invited the school’s founding director to their next meeting for a conversation about the school’s progress and plans. This candid discussion further solidified the trustees’ positive impression of the program. They also learned that the school had just launched a campaign to replace their facility, an aging former public school building.

Enthusiastic about the school’s results, the trustees acted immediately and decisively. Learning about the foundation’s unexpected $500,000 capital grant on his drive home from the meeting, the school’s director called it a “game changer.” Likewise, the trustees were elated.

What inspires a private foundation to move beyond business as usual? How do trustees recognize the right time and the right opportunity for bold action? How might a grant that is transformative for the recipient also affect the giver?

Strong Preparation

Our client, a private foundation with annual allocations of about $2 million and individual grants averaging $33,000, was established nearly 25 years ago to support social services, health care, and education in New England.

The five current trustees have served together since 2012. In that time, and with GMA’s support, the trustees have systematically refined the foundation’s administrative policies and procedures, and they have developed a comfortable consensus on grantmaking interests and priorities, despite the foundation’s broad mandate. Although the trustees have expressed some interest in making a greater impact with larger grants, grant amounts have remained generally consistent.

Bold Giving

Asked for advice about a large donation, most of us would offer counsel on evaluating requests for capital and on reshaping grantmaking programs for maximum impact – counsel that would have diminished the absolute joy experienced by these trustees; counsel that may have delayed this decision and reduced its transformative impact on the school’s campaign.

These board members agreed on this grant because they trusted one another, the grantee, and their own instincts, and because they had procedures in place that kept them informed of the grantee’s financial condition, track record, and leadership. Close monitoring of prior grants and regular contact with the grantee’s leadership permitted the trustees to act quickly.

It was an optimal time in the foundation’s development to make this bold move. The trustees had recently completed an internal review of their goals. Confident in the foundation’s identity and systems, the trustees were open to new ideas.

The Power of Joy

At GMA, our staff was once again reminded not to lose sight of the joy of giving. Policies, procedures and evaluation are vital to impact, but the “great feeling” of this decision has renewed everyone’s commitment to bold decisions that affect meaningful change.


Mary Phillips, President of GMA Foundations, works with donors, trustees and families to transform their aspirations into effective philanthropic programs. She can be reached at mphillips@gmafoundations.com

This post originally appeared in the Associated Grant Makers’ blog In Philanthropy.