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Grantmaking Basics: Creating Grant Guidelines

It’s not always easy for grantseekers to understand how foundations work or how to access them. Grant guidelines are a great way to communicate your interests and strategies to potential grantees, making it clear what you fund and how to apply. The clearer your guidelines, the more likely you are to receive grant applications that... Read More

Is This Self-Dealing? 3 Quick Questions to Ask

No topic within private foundation rules raises as many questions and concerns as self-dealing. The self-dealing rules prohibit a range of transactions between private foundations and their insiders (called disqualified persons) to ensure that foundation assets are used for charitable purposes rather than private benefit. Common Acts of Self-Dealing The self-dealing rules are broad and... Read More

Advocacy: A Crucial Tool for Lean Funders

For far too long, foundations and philanthropists have stayed out of policy debates. Consequently, many nonprofits supported by these foundations have avoided political involvement to avoid upsetting their donors. However, this silence comes at a cost.  Advocacy and Lobbying by Private Foundations Funders can support and participate in advocacy and encourage their grantees to do... Read More

Equipping Lean Funders: Key Takeaways From the 2024 Pacific Northwest Regional Events

Exponent Philanthropy members are making a significant impact, serving diverse communities locally, regionally, nationally, and globally. Recently, I had an exciting few days meeting with over 30 members, partners, and supporters in the states of Oregon and Washington. I began my journey in Portland where participants expressed excitement and appreciation for the opportunity to connect... Read More

Just Say No: The Art of the Turndown

People sometimes compare the foundation/grantseeker courtship to the dating process: Funders and grantseekers are looking to find each other and build long-term relationships. Sometimes the chemistry is there; other times, it isn’t. Rejection is an inevitable part of this process, so learning to say no politely and confidently is an essential skill. That said, let’s be... Read More