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
As a foundation, your success hinges on the success of your nonprofit grantees. And strong leaders play an essential role in the success of nonprofit organizations. This primer explores how your foundation can support emerging leaders in the nonprofit sector. In it, you will: Learn about the obstacles to recruiting and retaining leaders in the... Read More
This discussion guide can help you think about ways to build consensus within your foundation and convince you that impact is indeed possible and worth pursuing. Using this guide will help your board and staff: Become aware of the problem. Explore what change means to you. Convince others that impact is worth pursuing. The guide... Read More
What’s your system for foundation recordkeeping? If you haven’t yet established a system for keeping good records, now is the time. This primer explains what documents to keep and for how long, and then describes how to organize your documents by creating a records management system. Why Should You Keep Good Records? As any foundation... Read More
This discussion guide helps you understand why evaluation is critical to increasing your foundation’s impact and that evaluation is possible—even if small. Your foundation can use this guide to explore: Why to evaluate. The benefits of evaluation. Evaluation and cost-efficiency. The guide also features relevant Exponent Philanthropy primers and resources for your use. 10 pages Read More
We all want to make an impact, or in simpler terms, make a real difference. This desire often leads foundations to ask themselves: “Could we make a bigger difference?” But with limited time, it can be challenging to figure out how to get there. This simple tool offers your organization a framework that you can... Read More