Do you have tips for funding returning grantees?
Yes, see this recent blog from Foundation Source: Adapting Your Grant Approach Series: Tips for Funding Returning Grantees. Read More
Q&A Archive
What documents should I have ready and organized before I start to file the Form 990-PF?
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
Are there self-dealing issues related to foundation board, staff, and family attending nonprofit events?
Yes, self-dealing rules affect whether foundation staff, trustees, donors, and family members may attend nonprofit events at the foundation’s expense. Download our How to Avoid Self-Dealing Primer and refer to pages 14 and 15. The Primer features valuable guidance on many other common self-dealing issues. Need expert legal advice? Consider Exponent’s SignaturePLUS Membership and get up... Read More
What should I know about the investment management RFP process?
A request for proposal (RFP) lets you compare investment service offerings, performance, fees, and other value-add services. To learn more, check out this recent blog: Investment Management Request for Proposals: Everything You Need to Know » Read More
What makes a phenomenal foundation executive director?
From masterful communicators to continual learners, phenomenal foundation executive directors share a number of characteristics and skills. See this member resource to learn what they are » Read More