Exponent Philanthropy is pleased to partner with USI Affinity to bring foundations with few or no staff exclusive insurance products of exceptional value and quality. The PrivaSafe Cyber Liability Insurance policy from USI Affinity offers a comprehensive suite of data security and privacy insurance solutions that are custom-tailored to your foundation. More information is available... Read More
Exponent Philanthropy does not recommend particular nonprofits, but you can check with the community foundation in those areas for assistance in understanding the communities’ needs and identifying organizations engaged in direct services. Some of those community foundations are members of Exponent Philanthropy, and we would be happy to make a connection if applicable. You can... Read More
As a private foundation, it is important to know which category the potential grantee falls into; knowing a grantee is a 501(c)(3) is not enough. We have several resources on our website that can help you with due diligence. Charity Check is a one-stop due diligence tool offered by GuideStar that provides up-to-date information on all... Read More
This resource includes a sample whistleblower/anti-fraud policy as a download. Information on creating records retention policies is available here. This article on conflict of interest policies includes sample downloads. Read More
We don’t offer consulting services that would help in setting up a foundation. We do have relationships with a number of firms and private consultants who do that kind of work. They’re listed in our Directory of Advisors. If the foundation has already been started and the family wants to get up to speed on... Read More
There are none, but do keep in mind that your donation counts toward your foundation’s 5% distribution requirement. Read more about creating and donating to DAFs in our “Strategic Uses of Donor Advised Funds” resource. Read More