Resource Search Results - Exponent Philanthropy

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Artificial Intelligence Guidelines

These Artificial Intelligence Guidelines outline the Longview Foundation’s approach to the responsible, ethical, and secure use of AI across staff workflows. The document supports thoughtful experimentation with AI while protecting confidentiality, data integrity, and human judgment. Key elements include: Appropriate Use – Defines where AI can support efficiency and insight, and where human judgment is... Read More

How Funders and Nonprofits Are Using AI

Artificial intelligence—particularly large language models (LLMs), AI tools trained on large amounts of text to generate written responses—are becoming a more common part of nonprofit and philanthropic work. For foundations, these tools can support research, drafting, and internal analysis, while also prompting critical questions: What new risks does AI introduce, and how should governance and... Read More

Sample Document
Executive Director Evaluation & Compensation Policy

This sample policy offers a practical framework for foundations to evaluate Executive Director performance and determine compensation in a clear, consistent, and transparent way. It is designed to support strong governance by aligning leadership assessment, goal-setting, and compensation decisions with the foundation’s priorities and best practices. The policy outlines: A structured annual evaluation process tied... Read More

Sample Document
AI Notetaking Policy

As AI-powered meeting tools become increasingly common, foundations face new questions around privacy and information security. This sample policy from Rooted Philanthropic (approved July 2025) offers a practical, real-world example of how to address these challenges — covering internal meetings, external meetings, and accessibility accommodations. Read More

Sample Document
Finance/Investment Committee Charter

This sample charter provides a practical framework for family foundations to structure financial and investment oversight. It connects budget review, investment management, and impact accountability to the foundation’s mission and legal obligations. The charter outlines: Membership requirements, including board, family, and cross-committee representation Quarterly investment performance review and authority to initiate or terminate investments Annual... Read More

Who Drives Equity Conversations at Lean Foundations?

One question we hear time and time again is: Who is driving racial equity work at leanly staffed foundations? This question often comes from a board or staff member who is interested in racial equity work but does not know how to get their foundation engaged. In our interviews with funders across the country revealed... Read More