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Jamie and Denise Jacob Family Foundation Employee Handbook (March 2025 Edition)

This handbook details workplace policies, benefits, leave policies, and expectations at the Jamie and Denise Jacob Family Foundation. It’s a valuable resource for foundations creating or updating their employee policies. Topics include: Compensation, benefits, and paid leave Workplace culture and expectations Anti-harassment and non-discrimination policies Technology, social media, and confidentiality guidelines Read More

Sample Document
Grantmaking Dashboard

This Grantmaking Dashboard helps the Williamsburg Health Foundation’s board and staff analyze data and make informed decisions. Key features include: Strategic Goal Tracking – View grantmaking aligned with key priorities Grant Processing – Track grant status from submission to approval Projections and Pending Requests – Forecast allocations and manage applications Demographics and Services Data – Explore... Read More

Sample Document
Generative AI Policy

These Generative AI Guidelines outline how the Max and Marian Farash Charitable Foundation approaches the responsible and ethical use of AI within a foundation setting. The document is intended to support thoughtful adoption of generative AI tools while maintaining transparency, privacy, and human oversight. Key elements include: Ethical Use and Transparency – Establishes guiding principles... Read More

Webinar Recording Insights on Effective Community Engagement

Explore findings from the Center for Effective Philanthropy’s July 2025 report, Voices That Matter: How Nonprofits and Foundations Engage With the Communities They Support. The report sheds light on how organizations gather community feedback, where gaps remain, and what funders can do differently. You’ll also hear from Exponent Philanthropy members on how lean funders build... Read More

Navigating the 2025 Executive Orders: Considerations for Foundation Giving and Governance

Philanthropy has always operated in a contested political space. From the early 20th century to today, regulation of charitable activity has often reflected political reactions to social change rather than neutral tax policy. Foundations, especially those with few or no staff, often find themselves navigating that tension: balancing a mission to strengthen communities with evolving interpretations of what counts as “charitable.” ... Read More