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Loan Application
Download the application a small foundation uses in its cash flow loan program. Read More
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Sample Document
Ramping Up for High-Impact Philanthropy Toolkit
This toolkit is for seasoned donors, donor advised fund holders, foundation trustees, and staff who are taking steps to significantly ramp up the impact of their giving. No longer content with just “making good grants” or “doing good things for the community,” you have taken a fresh look at your goals, strategies, and outcomes and... Read More
Using Data to Inform Grantmaking
Exponent Philanthropy member Fran Sykes and fellow trustees of The Pascale Sykes Foundation use a mix of state data on school achievement and information from other government agencies to set the foundation’s funding priorities. She points out that others can use similar information too: “Every state has KIDS COUNT. Every state has stats from its... Read More
Webinar Recording
Gender Lens Investing: A Unique Approach for Foundations
Private foundations are increasingly considering ways to advance gender issues and equality beyond grantmaking. Women and girls represent half of the world’s population, yet gender inequality persists globally. Gender lens investing, an investment strategy that overlays rigorous financial analysis with gender diverse characteristics, is becoming recognized as one of the most exciting areas of impact... Read More
How Lean Funders Build Stronger Relationships With Grantees
Building trust has been a key part of philanthropy for years for lean funders. Nevertheless, since the start of the COVID-19 pandemic in 2020, trust and strong relationships have taken on an even greater significance. Building strong relationships with grantees doesn’t happen overnight. But from our research, we know that lean funders are perfectly positioned... Read More
It’s Not Enough to Know Your Grantee Is a 501(c)(3)
A 501(c)(3) organization is recognized as tax-exempt by the Internal Revenue Service (IRS). Private foundations and public charities are two main types of 501(c)(3) organizations. Public charities are then divided into three distinct categories. As a private foundation, it is important to know which specific category the potential grantee falls into; knowing a grantee is... Read More