This guide is for professional advisors whose clients want to formalize their charitable giving through a giving vehicle such as a Donor Advised Fund (DAF) or a private foundation. Experienced professional advisors know that helping clients find the best giving vehicle available for them creates a win-win situation. The clients will be happier with a vehicle that is a... Read More
Investments are like most things in life: You can get by doing the bare minimum, but your assets will never reach their full potential, and may even suffer. Which management and oversight structure will make it possible for your foundation to make the most of its assets? This primer will help you answer that question.... Read More
With so much interest in giving to their communities, it makes sense that many small foundations work with local community foundations to achieve their charitable goals. This primer describes how your small foundation can work with a community foundation to fulfill your mission and goals. It highlights how community foundations can help you: Expand your... Read More
This series introduces young people to strategic, thoughtful philanthropy, and inspires them toward giving with impact. Families and adults who work with youth can use these guides to facilitate peer discussions and fun activities around giving. On the menu Order a full-color, printed set of these readers. This project is a partnership of Exponent Philanthropy and... Read More
For small foundations, program-related investments (PRIs) can offer an effective way to leverage the impact of limited assets. This primer can be helpful if you want to learn about PRIs, are ready to make your first PRI, or want to refine your PRI process and are looking for some tips. Reading this primer will help... Read More
Evaluation can be a daunting topic for foundations of all sizes. So why encourage small foundations with already limited time and money to take on evaluation? That’s easy: Evaluation is a key element for foundations that want to increase the impact of their giving. This primer introduces you to the evaluation process and outlines each... Read More