This guide is for professional advisors whose clients want to formalize their charitable giving through a giving vehicle such as a Donor Advised Fund (DAF) or a private foundation. Experienced professional advisors know that helping clients find the best giving vehicle available for them creates a win-win situation. The clients will be happier with a vehicle that is a... Read More
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,... Read More
One of the most important decisions you will make for your foundation is selecting your board members. The people you choose will help shape your foundation’s future and influence its ability to fulfill its mission. This primer guides you through an effective board recruitment process. It covers topics including: Identifying and cultivating potential board members... Read More
Partner with Exponent Philanthropy to learn how your grantees and applicants feel about your relationship and grant process. This custom, confidential online survey helps lean foundation boards and staff understand their strengths and weaknesses, initiate dialogue, and agree on a plan of action. Survey themes include: Understanding your goals and strategies Application, due diligence, reporting, and... Read More
The Getting to Impact Discussion Guides are designed to help you facilitate discussions among your board members or local community of grantmakers with one purpose: to explore and strengthen a commitment to impact with your giving. The first discussion guide helps you understand impact, the importance of pursuing it, and a basic framework for achieving... Read More
Site visits are one of the best ways to make grant decisions because in essence, site visits are a living, breathing grant proposal. These visits give you the chance to connect directly with the organization’s board and staff, discover things that can’t be learned from a written proposal, and clarify information that is important to... Read More