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 discussion guide helps you define evaluation and its value in measuring your foundation’s impact. The guide highlights how evaluation can help you: Improve your work through learning. Become more effective. Assess your work in a way that’s grounded in your foundation’s priorities and values. Gather information and shed light on one issue at a... 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
This discussion guide walks you through one foundation’s process of engaging in evaluation. Although this foundation is fictitious, it represents many small funders across the country. Using this guide, you’ll explore how this foundation: Engages in a strategic planning process. Keeps evaluation manageable. Learns and improves. The guide also features relevant Exponent Philanthropy resources as... Read More