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
This discussion guide helps you understand the benefits of focusing your foundation’s giving. It also offers tips for choosing a focus based on consensus, which is a critical step for achieving greater impact. The topics covered in this guide include: Five reasons to define a focus. Focusing with greater ease. Settling on a focus. The... Read More
For foundations, making an impact requires good planning, intentional work toward a goal, and a drive to keep learning and improving. Evaluation is a critical tool along the way. This primer makes the case for evaluation as a powerful tool for your foundation. It will: Define impact and evaluation. Discuss the many reasons to incorporate... Read More
Foundations have greater impact if they first consider what they bring to the table and determine which opportunities will enable them to achieve the most with their giving. This discussion guide helps you understand the benefits of knowing your foundation and your field, and offers simple ways to acquire field knowledge. The topics covered in... Read More
New staff members can offer your foundation an opportunity to deepen its capacity, broaden its perspective, and increase its impact. In this primer, you’ll find an overview of the issues a foundation should weigh at each step of the hiring process. These steps include: Recruiting Interviewing Setting compensation Hiring New employee orientation Whether you are... Read More