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Five Steps to Conducting Effective Site Visits

For small foundations and large foundations alike, conducting site visits often is an important step in deciding whether to fund a nonprofit. Being comfortable scheduling and conducting a site visit is an important skill. The following are steps you can take to maximize the site visit experience. Step 1 Establish a purpose. A site visit... Read More

What Makes an Effective Nonprofit?

As a donor, you not only have the power to identify effective nonprofits but to build and strengthen the ones most aligned with your goals. Excellent nonprofits are often made, not found. Identifying the impact you want to make will help you narrow the field of potential grantees to those that fit your values, goals,... Read More

Impact Is Worth It

It is possible to impact complex and challenging social issues, even with limited time, energy, and resources. The following factors are key to achieving significant impact: Impact takes passion—Many barriers impede impact, but you can overcome them if your heart is engaged. People who care deeply about a cause will press on when challenges seem... Read More

Foundation Consultants: An Industry Overview

Consultants can be found to help foundations with every aspect of foundation management, including legal counsel, fiscal oversight, grantmaking support, board development assistance, strategic planning facilitation, program evaluation, and even complete foundation management. When it comes to types of consultants, the variety is equally broad. From independent consultants to small consulting companies, to asset management... Read More

The Path to Impact

In recent years, with support from Exponent Philanthropy, 70 thoughtful, committed member volunteers have explored the path to impact in small-staffed philanthropy and contributed to publications, seminars, and other resources to make achieving impact more accessible to fellow funders. We’re grateful for their ongoing efforts and delighted to share some of the group’s insights here.... Read More

2023 Racial Equity in Lean Foundations

Incorporating Allyship Into Your Philanthropy Using interviews with lean funders and foundations and data from the Foundation Operations and Management Report and other surveys, this report focuses on the relevance of racial equity to our members’ missions and board and staff demographics. It shows how racial equity relates to good governance, grantmaking, and investment practices,... Read More