Our community’s Annual Conference is designed specifically for and by lean funders—those who give with few or no staff. We are a genuine community that supports and inspires each other even through difficult times. Exponent Philanthropy is where you can let your guard down and talk about the challenges and issues affecting the communities and... Read More
An “expenditure responsibility” grant is a grant to an organization that is not a charity as defined in section 509 of the Internal Revenue Code, but that is made for a charitable purpose. An example would be a grant to a Rotary Club (a Section 501(c)(7) organization, which is not a charity) to be used... Read More
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Here are several ways to prepare children and teens for foundation giving: Invite them to board meetings Make younger family members feel like part of the group by inviting them to see how the foundation works. Keep in mind that board meetings can be tedious for some kids, especially younger ones. They don’t necessarily have... Read More
A comprehensive investment policy statement is vital to your foundation sustaining its organizational purpose and achieving its giving goals. The benefits of a well-crafted investment policy statement Strive for an investment policy statement that does more than just checking the box. A valuable IPS goes beyond establishing basic investment guidelines. It delivers other important benefits... Read More
Having an investment policy statement is not enough. Clarity and consistency are essential to its value and efficacy. Clarity One of the most common failings of an IPS is the use of ambiguous or undefined terms. As a result, statements that are meant to protect assets and guide the investment process may do more harm... Read More