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Results for:   Topic: “Grantmaking”  

Foundation Operations and Management Report

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

Advocacy Field Guide
for Lean Funders

Some of the most effective foundations involved in policy and advocacy in the United States are lean, place-based foundations. They achieve significant impact and maximize their investment by intensely focusing on their chosen issues, gaining deep insights, leveraging their reputation and relationships, and persistently pursuing their goals.  Why We Designed This Guide We created this... Read More

Embracing Strategic Planning In Philanthropy

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

The Best of Both Worlds: Using Private Foundations and Donor Advised Funds

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

Grantee and Applicant Perception Survey

Partner with Exponent Philanthropy to learn how your grantees and applicants feel about your relationship and grant process. This custom, confidential online survey helps lean foundation boards and staff understand their strengths and weaknesses, initiate dialogue, and agree on a plan of action.  Survey themes include: Understanding your goals and strategies Application, due diligence, reporting, and... Read More