Certainly! This Table of Contents offers you a guide for creating your own Operations Manual for your leanly staffed foundation. The creators intended it to be customized for your specific foundation size, culture, ways of operating, values, and practices. Read More
Yes! Exponent is holding a 990-PF Pre-Conference Tax Seminar on November 13, 2024, in Austin, Texas. Designed for anyone who prepares or signs a Form 990-PF, this signature seminar will give you a thorough understanding of the 990-PF, the 5% payout requirement, expenditure responsibility, and more. Read More
The 2024 Outsized Impact Award honors an individual at an Exponent Philanthropy member organization whose philanthropy is achieving an outsized or greater than expected impact. Nominees might demonstrate any of the following characteristics: Agility or responsiveness to community Addressing an ignored or overlooked need Engaging closely with the communities they fund Creating connections or convening stakeholders Inspiring others Catalyzing... Read More
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
Yes! Download this sample document for capturing your donor’s intent in writing. Read More
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