Sample Document
Confidentiality Statement
Download sample language to help maintain your foundation’s confidentiality. Read More
Resources
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Sample Document
Sample Document
Employee Evaluations
Download a sample format to follow when evaluating your foundation’s staff. Read More
Spotlight Report
A Leanly Staffed Funder’s Guide to Foundation Investing
Every foundation’s goal is to have a thoughtful, disciplined investment process that is aligned with the foundation’s purpose and goals. This guide provides a high-level overview to quickly help you understand different aspects of foundation investment. Within these pages, you’ll find out how to start off with an investment policy statement (IPS), why your foundation... Read More
Sample Document
Executive Director Evaluations
Download a sample format to follow when evaluating your foundation’s executive director. Read More
Sample Document
Personnel Policies
Find sample policy language relevant to a variety of personnel issues: hiring, orientation, salary disbursement, termination, and more. Read More
Spotlight Report
COVID-19: How Have Funders Changed Their Approach & What Will Stick?
In April, Exponent Philanthropy and PEAK Grantmaking each fielded a survey to see how our respective communities of funders were responding to the impact of COVID-19 on their communities, grantees, and internal operations and processes. Inspired by our members’ collaboration during these challenging times, PEAK Grantmaking and Exponent Philanthropy partnered to analyze the survey results... Read More