May 2021 - Exponent Philanthropy

May 2021 Resources

What are some common ways foundations engage in impact investing?

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Individual or one-off transactions—Small-staffed foundations can make investments sporadically as opportunities arise that align with their goals. This approach allows a foundation to be flexible; however, it may reveal capacity constraints because since staffing and structures are not designed to support frequent impact investing. PRI approach—Some private foundations make only below-market rate investments that count... Read More

What policies and processes help keep trustees on the high road?

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A few simple policies and processes can help trustees to make consistent, unbiased, and thoughtful decisions, including: Conflict of interest policy to minimize the potential for bias and unethical decision making Internal financial controls (and perhaps a whistle-blower policy) to ensure proper financial oversight An investment policy statement to help trustees uphold their fiduciary duties... Read More

How can our foundation prepare its next generation?

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Preparing your next generation to participate in a foundation goes beyond understanding the financial responsibilities of foundation giving. Hear the following recommendations from a foundation trustee—based on his personal experience—about preparing the next generation for board service. Keep reading how a foundation can prepare its next generation>> Read More

How can I make the most of my board meetings?

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At meetings, your board does the bulk of its work for your foundation, so it’s important to make every meeting count. Your board may be fulfilling its mission and managing its responsibilities, but if board meetings start and finish late, if trustees aren’t prepared, or if there never seems to be enough time to get... Read More