Exponent Philanthropy’s Primer How to Avoid Self-Dealing has guidance on how to approach tickets to fundraisers and other grantee events. Halley Kruse of the Acklie Charitable Foundation also shared: My family foundation has a blanket policy that we do not fund fundraising events or sponsorships. The reasons for this are two-fold. Adopting a policy against... Read More
Our Great Funder–Nonprofit Relationships Toolkit is designed to help funders recognize the aspects of great relationships with nonprofit partners, assess competencies, and consider ways to improve how to work with one another. It walks through: The hallmarks of great relationships. A self-diagnostic that can help you identify opportunities for improvement. Two key skills that can... Read More
Exponent Philanthropy is working on a list of books, resources and trainings, but here are some suggestions to start: “Allyship” workshop from Service Never Sleeps Anti-Racism Project resources “Beyond Lists: On White Allyship and Reparations” by Karen Pittelman BU Center for Antiracist Research DIA: Building Equitable and Inclusive Organizations How Philanthropy Can Help Achieve Racial... Read More
Yes! Learn from foundations and other organizations by checking out our Impact Investing Resources, and see our sample investment policy statements with impact investing components. Read More
Small foundations tend to tailor their budgets to match their unique combination of characteristics. In our resource, The ‘Typical’ Small Foundation Budget, we take a comparative look at two different foundation budgets—one from each coast—to see similarities and differences, and glean some valuable information for your budgeting process. Read More
Several years ago, Project Streamline investigated the minimum requirements and reported that for grants to public charities, there are no requirements beyond verifying current tax status. Below are several resources that explore this and other topics related to streamlining: Streamlining Ten Ways to Streamline Reducing the Burden on Our Grantseekers and Ourselves Why We Accept... Read More