The GMA Foundations 2008 Annual Report features highlights of our clients’ grantmaking, special initiatives, consulting and other activities.

The report includes GMA by the Numbers, which categorizes the types of grants made and provides a roster of clients.

To receive a paper copy, please call or email Mary Nicosia at 617-391-3085 or mnicosia @ gmafoundations.com.

Amy Segal Shorey, a senior consultant at GMA Foundations, has completed the National Center for Family Philanthropy training necessary to lead a family foundation through its Pursuit of Excellence Assessment Process.

The Pursuit of Excellence assessment process is the first such tool designed specifically for family foundations. It enables a family foundation to understand your strengths as well as areas for improvement such as legacy, vision, mission, governance, family involvement, board functions, grantmaking, fiscal oversight and foundation management.

The tool measures trustees’ views on both current operations and the foundation’s aspirations.  The assessment forms a basis for the board to work with its consultant to elevate foundation practice and effectiveness.

GMA Foundations hosted a briefing highlighting the progress of the asset building movement in Massachusetts.

The June 2nd briefing featured consultant Christine Robinson, one of the pioneers of the foundation asset development movement, Monalisa Smith, a vice president at Citizens Bank, the lead funder of Greater Boston Interfaith Organizations’ “From Debt to Assets Program”, and Angela Brown, Senior Program Officer of the Hyams Foundation and a member of the Asset Development Commission for the State of Massachusetts. Continue Reading »