Do you want to learn how to start a private foundation? Private foundations can provide significant benefits to individuals, families, and companies, if operated correctly. They also provide tax benefits to taxpayers and enable them to build a long-lasting tradition of charitable giving. Generally, a Private Foundation Has 4 Characteristics: It is a charitable organization;... Read More
Determining where to spend your foundation’s grant funding is an important, and time-consuming task. This primer is designed to help you set up a proposal review process that meets your foundation’s goals and style and frees up time for you to go into the community and develop your knowledge and insight. In this primer, you’ll... Read More
This bundle of four primers has valuable information about overseeing your foundation’s investments. These primers include: Getting It Done: The Who and How of Small Foundation Investing Creating a Strategy and Plan for Your Foundation’s Investing: Developing and Using an Investment Policy Statement (IPS) Essentials of Impact Investing: A Guide for Small Staffed Foundations Leveraging... Read More
This discussion guide walks you through one foundation’s process of engaging in evaluation. Although this foundation is fictitious, it represents many small funders across the country. Using this guide, you’ll explore how this foundation: Engages in a strategic planning process. Keeps evaluation manageable. Learns and improves. The guide also features relevant Exponent Philanthropy resources as... Read More
This discussion guide helps you define evaluation and its value in measuring your foundation’s impact. The guide highlights how evaluation can help you: Improve your work through learning. Become more effective. Assess your work in a way that’s grounded in your foundation’s priorities and values. Gather information and shed light on one issue at a... Read More
This discussion guide helps you understand why evaluation is critical to increasing your foundation’s impact and that evaluation is possible—even if small. Your foundation can use this guide to explore: Why to evaluate. The benefits of evaluation. Evaluation and cost-efficiency. The guide also features relevant Exponent Philanthropy primers and resources for your use. 10 pages Read More