Q&A Archive

Are there any 2024 conference sessions that specifically address family foundations?

July 10, 2024 Hannah Smith /

Yes! These conference sessions specifically address family foundations: Thursday, November 14, 2024 10:30 AM – 11:45 AM SESSION: Seeking Independent Directors for Family Foundations Many family foundations find themselves ready to bring on an independent, non-family board member to participate in decision-making. Independent directors can add immense value through issue area expertise, lived experience, financial acumen, community... Read More

Can you share a sample document that can help my foundation create a statement of donor intent?

June 26, 2024 Hannah Smith /

Yes! Download this sample document for capturing your donor’s intent in writing. Read More

How common is board compensation among Exponent’s membership?

April 3, 2024 Hannah Smith /

Compensation for Routine Board Service All foundations rely on trustees for leadership, oversight, and planning. But many lean foundations also rely on trustees for a considerable amount of the labor needed to run a foundation. To acknowledge the crucial role that trustees play in their governance and operations, some foundations compensate members for routine board... Read More

Do you have tips for funding returning grantees?

April 3, 2024 Hannah Smith / Grantmaking Questions

Yes, see this recent blog from Foundation Source: Adapting Your Grant Approach Series: Tips for Funding Returning Grantees. Read More

What documents should I have ready and organized before I start to file the Form 990-PF?

March 5, 2024 Hannah Smith /

A key to completing or reviewing a private foundation’s Form 990-PF is to have the required source documents available and organized before you start—even if you are hiring someone to complete the form for you. For easier access to what you need, it can be helpful to categorize expenses in certain ways and keep certain... Read More

How do I preorder a hard copy of the 2024 Foundation Operations and Management Report?

February 7, 2024 Hannah Smith /