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20 Years: A Great Time for Reflection

In honor of our association’s 20th anniversary and the passionate leaders who have helped us grow along the way, we are pleased to launch a regular blog series dedicated to the reflections of our founders, early board members, and others with long careers in philanthropy. What has changed in the field—and in their giving—over the past decades? What... Read More

Are Face-to-Face Meetings Obsolete?

Originally published by PEAK Grantmaking (November 17, 2017) A few weeks ago, I got the opportunity to attend a full day, in-person event with PEAK Grantmaking’s Midwest Regional Chapter. As a millennial (albeit on the older side of the generation) who started her career taking trainings online and conducting webinars, you might be surprised to... Read More

Meet Taproot: A Resource on What Nonprofits Need

Infrastructure is sexy. It helps an organization achieve its goals. It should be easy to get access to the resources you need to perform these functions. But over half of nonprofits—the organizations charged with solving society’s greatest challenges—report that they don’t have the resources they need to meet their clients’ needs. Taproot Foundation is committed... Read More

Beyond the Grant: 4 Ways Lean Funders Create Outsized Impact

Many lean funders, looking at their limited budgets and small teams, ask a familiar question: Is writing a check the most we can really offer? New data from Exponent Philanthropy’s 2026 Foundation Operations and Management Report suggests the answer is no, and many foundations are already demonstrating why. Catalytic Leadership in Philanthropy highlights four Catalysts... Read More

What’s New in the 2026 Foundation Operations and Management Report 

Each year, Exponent Philanthropy surveys lean foundations from across the country to identify trends, challenges, and opportunities in philanthropy. The  2026 Foundation Operations & Management Report (FOMR)  provides essential benchmarking data on leadership, governance, grantmaking, and investments, helping funders make informed decisions to maximize their impact.    What’s New in the 2026 FOMR?  This year’s report includes new data to reflect... Read More

Six Excise Taxes Every Private Foundation Needs to Know 

Navigating IRS rules can feel overwhelming, but understanding the excise taxes that apply to private foundations is essential for staying compliant and protecting your charitable resources. These taxes exist to prevent misuse of assets, ensure funds serve the public good, and discourage activities that could compromise your mission. Whether you’re new to foundation management or... Read More