The Foundation Operations and Management Report—the only resource of its kind for foundations operating with few or no staff—offers key industry benchmarks and long-term data on the evolution of lean foundations. Based on our annual survey of members, this report has insights into the grantmaking, operations, and management of foundations with few or no staff.... Read More
Leanly staffed foundations and donors have a unique opportunity to influence policy and create meaningful change. The Advocacy Field Guide for Lean Funders provides a practical, step-by-step roadmap to help you navigate advocacy with confidence—leveraging your expertise, relationships, and resources to drive real results. Why This Guide? Many funders hesitate to engage in advocacy, worried... Read More
This primer introduces you to the wide world of foundation strategic planning. No two strategic plans are alike, and the process for developing and implementing strategic plans can be just as different. In this primer, you’ll discover why funders engage in strategic planning, get an overview of the strategic planning process, and hear what other... Read More
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
Identify What’s Working & What Needs Work In today’s dynamic philanthropic environment, understanding the perspectives of your grantees and applicants is more crucial than ever. Exponent Philanthropy’s Grantee and Applicant Perception Survey (GAPS) provides foundations with a structured approach to gather candid feedback on processes, communication, equity, and overall impact. How Our GAPS Supports Your... Read More
As a foundation, your success hinges on the success of your nonprofit grantees. And strong leaders play an essential role in the success of nonprofit organizations. This primer explores how your foundation can support emerging leaders in the nonprofit sector. In it, you will: Learn about the obstacles to recruiting and retaining leaders in the... Read More