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Is Change Calling You in Life, Love, or Philanthropy?

How do we make the biggest decisions in life? How do we decide to get married? Have a child? Begin a new career? Start a business? How do organizations such as foundations transform themselves? Sometimes change comes from deliberate planning—a weighing of pros and cons, mapping out scenarios, looking at the different considerations (financial, practical,... Read More

Planning a Meeting? Ditch the Conference Room and Hit the Hiking Trail

I had one of my more interesting and productive meetings with two colleagues the other day. Like me, these colleagues are both executive directors of grantmaking foundations that work in our community. One has tenure of more than 15 years, and I have known him for those years and more. The other is celebrating his... Read More

Venture Philanthropy and the World’s Most Plastic-Polluted Beach

How to catalyze impact for the environment using venture philanthropy—three perspectives from our new member Howell Conservation Fund I’m Brett Howell, founder of Howell Conservation Fund, and a new member of Exponent Philanthropy. My mission is to catalyze teams to achieve breakthrough solutions to the systemic sustainability issues we face on our planet. As a... Read More

Foundation Transitions Happen: Are You Prepared?

A leadership succession plan is an essential source of guidance, and a commitment to organizational stability, when foundation transitions occur. Specifically, this written document identifies a course of action for when key leaders depart, whether planned or unplanned, permanent or temporary. To illustrate, consider what happened to one of our members: “Our foundation had succession... Read More

Lessons From a Founder Winding Down Their Foundation

In 1993, well before I left my job as CEO of Applied Materials, my wife Becky and I started our family foundation. Giving brings us joy. At the same time, we thought giving locally was important in Silicon Valley, where great need exists alongside great wealth. Becky and I wanted to identify good nonprofits and... Read More

What the Law Requires When Making Grants

The law requires very little when making grants to most domestic public charities. Other than knowing a grantee’s tax status—your foundation has a great deal of flexibility. However, I regularly encounter funders, foundation staff and professional advisors who do not know this. What the Law Requires When Making Grants A few years ago, Project Streamline... Read More