Many lean funders, looking at their limited budgets and small teams, ask a familiar question: Is writing a check the most we can really offer? New data from Exponent Philanthropy’s 2026 Foundation Operations and Management Report suggests the answer is no, and many foundations are already demonstrating why. Catalytic Leadership in Philanthropy highlights four Catalysts... Read More
Each year, Exponent Philanthropy surveys lean foundations from across the country to identify trends, challenges, and opportunities in philanthropy. The 2026 Foundation Operations & Management Report (FOMR) provides essential benchmarking data on leadership, governance, grantmaking, and investments, helping funders make informed decisions to maximize their impact. What’s New in the 2026 FOMR? This year’s report includes new data to reflect... Read More
Navigating IRS rules can feel overwhelming, but understanding the excise taxes that apply to private foundations is essential for staying compliant and protecting your charitable resources. These taxes exist to prevent misuse of assets, ensure funds serve the public good, and discourage activities that could compromise your mission. Whether you’re new to foundation management or... Read More
In today’s complex philanthropic landscape, traditional grantmaking often falls short of addressing deep-rooted societal challenges. Many funders devote most of their time to making grants rather than tackling the systems and structures that sustain these problems. What Is Catalytic Leadership in Philanthropy? Catalytic Leadership in Philanthropy (CLIP) is a values-driven approach that reimagines how lean... Read More
A strong board is the cornerstone of a thriving foundation. But finding the right members isn’t easy. From identifying key skills to managing generational shifts, foundations face challenges in building a sustainable board pipeline. Some foundations have developed successful strategies. Others are struggling to find enough qualified candidates. Here’s what funders are doing to strengthen... Read More
Health insurance is one of the most common benefits lean foundations offer their staff, alongside paid time off and retirement plans. According to the 2025 Foundation Operations and Management Report, 76% of foundations provide health insurance for full-time employees. One of the most frequently discussed topics in our Member Discussion Community is securing health insurance... Read More