Planning for Institutional Development and Developing Budgets and Financial Management Systems

Global Philanthropists Circle (Synergos)



Case Study Sector


These three mini case studies, excerpted from the book Foundation Building Sourcebook: A Practitioners Guide Based upon Experience from Africa, Asia, and Latin America, lay out issues related to strategic planning by the Foundation for Community Development (FDC) and illustrates the development of budgets and financial management systems by the Philippine Business for Social Progress (PBSP). Also explored here is the financial reporting system set up by the Esquel Ecuador Foundation (FEE) for their grantees.

  • Strategic Planning Process—Foundation for Community Development (Mozambique)
  • A Financial Planning Package—Philippine Business for Social Progress
  • Financial Guidelines and Procedures for Grantees—Esquel Ecuador Foundation



  • Strategy


  • Africa
  • Asia
  • Latin America

Blog Posts

Start Spreadin’ the News

October 3, 2018

The Charles H. Revson Foundation and six philanthropic partners this week launched a new local news outlet in America’s largest city.


Jan 30

Join Professor Joel Fleishman and the President & CEO of Fairfield County's Community Foundation, Juanita James - for the Foundation Impact Res