Are you equipped to recognize conflicts of interest and acts of self-dealing? Are you ready to respond if you uncover either at your foundation? Start here, and if you have further questions after reading this article, don’t hesitate to call on Exponent Philanthropy. Recognizing conflicts of interest Conflicts of interest arise when foundation roles intersect... Read More
The self-dealing rules for private foundations can—and do—trip up even the most seasoned and well-intentioned funders. Do you make it a point to review the self-dealing rules each year and seek out expert advice? The general rule is this: Certain insiders known as “disqualified persons” are prohibited from engaging in a specific list of transactions... Read More
Our highly-rated publication for members provides a wealth of information and inspiration in one easy read. In this issue: Essentials for Creating Grant Guidelines A Call for Catalytic Leadership in Philanthropy Is This Self-Dealing? Three Quick Questions to Ask 7 Types of Successful Philanthropists How Racial Equity Supports Better Grantmaking Practices Grantmaking for Equity: Essential,... Read More
Your board is responsible for ensuring adherence to legal standards and ethical norms. Trustees must ensure that the foundation follows its articles of incorporation, bylaws, and policies, complies with federal and state requirements, and holds to its purpose to serve the public good. The board also serves as the foundation’s moral compass, protecting it from... Read More
A family private foundation creates a structure for charitable giving and a lasting legacy for the family, but it also comes with administrative burdens. Stephanie Yan, GHJ Managing Director and Private Foundation Practice Leader, talks to Pegine Grayson, Senior Vice President/Client Advisor, Director of Philanthropic Services at Whittier Trust, about the mundane but essential tasks... Read More
Not a member yet? Click here to join Webinar Library Grantmaking I Boards and Governance I Investments I Tax and Legal The State of Small-Staffed Foundations Journeys to Equity Nuance of Words: Re-Framing Language to Increase Advocacy Philanthropy + Journalism x Society’s Possibilities = YOUR opportunity Making the Most of Your Membership... Read More