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
Managing and running a foundation is fantastic work. However, in addition to the joy of grantmaking comes the critically important task of complying with a myriad of tax and other laws governing grantmaking, investment strategies, and public disclosures, to name just a few. This primer summarizes important laws that are relevant to running a foundation.... 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
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
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
This series introduces young people to strategic, thoughtful philanthropy, and inspires them toward giving with impact. Families and adults who work with youth can use these guides to facilitate peer discussions and fun activities around giving. On the menu Order a full-color, printed set of these readers. This project is a partnership of Exponent Philanthropy and... Read More