As the manager of a new foundation, setting up the foundation’s administration might seem daunting. This Exponent Philanthropy primer will help you determine what administration model will work best for your foundation, and, if you decide your foundation needs a formal office, this article will help you establish basic office systems so your foundation can... Read More
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
The Foundation Operations and Management Report—the only resource of its kind for foundations operating with few or no staff—offers key industry benchmarks and long-term data on the evolution of lean foundations. Based on our annual survey of members, this report has insights into the grantmaking, operations, and management of foundations with few or no staff.... Read More
This toolkit is for seasoned donors, donor advised fund holders, foundation trustees, and staff who are taking steps to significantly ramp up the impact of their giving. No longer content with just “making good grants” or “doing good things for the community,” you have taken a fresh look at your goals, strategies, and outcomes and... Read More
This toolkit is designed to help funders recognize the aspects of great relationships with your nonprofit partners, assess competencies, and consider ways to improve how to work with one another. Many ideas in this toolkit were generated by funders and nonprofits during a series of half-day programs around the country, hosted in partnership with the... Read More
For those running a foundation, it’s important to understand the board’s fiduciary duties and how to manage investment work, whether or not you’re working with an investment advisor. Learn how the investment policy statement serves as a guide and hear about financial tools that extend your grantmaking in this module of the Foundations 101 virtual... Read More