Resources

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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
Confidentiality Statement

Download sample language to help maintain your foundation’s confidentiality. Read More

Sample Document
Harassment and Discrimination Policy

Use this sample policy to promote harmonious work relationships and maintain a professional atmosphere at your foundation. 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