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
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
As a leanly staffed foundation, you may feel like you’re operating on a tightrope when it comes to cybersecurity. With limited resources and a constant need to focus on your core mission, the thought of investing in robust cyber defenses can seem daunting. However, the reality is that cyber threats pose a significant risk to... Read More
When philanthropists are at work—even if meeting with nonprofits, bringing together people in the community, or speaking out on important issues—it is their potential to bestow grants that draws our attention. Everything philanthropists do, whether or not it involves the transfer of dollars, is called grantmaking. In a society where money consumes our attention, several... Read More
Too often, grantees do the asking, reporting, and proving, while donors sit in positions to say yes or no, how much, when, and what’s required. Navigating the complex grantee–grantor relationship takes more than just good intentions—it takes flexibility, finesse, and a sincere desire to balance the power dynamics at play. Katherine Lorenz, president of the... Read More
Over the past year, four of us—all women who work as executive directors of foundations with few staff—have been participating in a peer coaching group that grew out of Exponent Philanthropy’s Master Juggler Executive Institute. Because it has had such a meaningful impact on us, we wanted to share some thoughts about this experience and... Read More