Resource Search Results - Exponent Philanthropy

Resources

Results for:   Topic: “Boards and Governance”  

Webinar Recording
The State of Small-Staffed Foundations

Discover the broader world of foundations that have few or no staff, and see where your foundation fits in. Based on insights gleaned from Exponent Philanthropy’s annual survey of leanly staffed foundations, this presentation will review trends in boards and governance, grantmaking practices, investments and compensation, including: Get this information and more in our Foundation Operations... Read More

Webinar Recording
Self-Dealing and Conflicts of Interest

Self-dealing is prohibited; conflicts of interest can be managed. But the intricacies of the two can be confusing. In this webinar, led by attorney Darren B. Moore of Bourland Wall & Wenzel, find clear, easy-to-follow steps to help you recognize each, avoid self-dealing, and manage conflicts of interest. Learn the laws, discuss common situations and... Read More

Webinar Recording
Why Does Your Foundation Need Insurance?

This webinar explains how different insurance products can help your organization manage risk, and help you determine if you’re adequately covered. Mike Mooney, SVP, USI Affinity walks you through the benefits and cost-savings of the insurance coverages available to Exponent Philanthropy members, including: Directors & Officers Liability, Cyber Liability, Business Owner’s Policy, and Workers’ Compensation. Read More

Webinar Recording
Force for Good: Philanthropy and Family Business

Foundations can no longer rely on fixed income investments to generate strong returns with low risk. As returns on fixed income have declined, many foundations have taken on more risk (via equity investments) to fill the earnings gap. What if there is a way for your foundation to generate investment income without changing your risk... Read More

5 Fundamentals Foundations May Overlook

By Lauren Kotkin, Exponent Philanthropy Foundation trustees gathered last month for our daylong Foundations 101 Seminar, co-hosted by Southeastern Council of Foundations and led by colleague Mary Phillips of GMA Foundations, an Exponent Philanthropy Professional level Sustaining Partner, with support from U.S. Trust philanthropic advisor Mary Stokes and attorney Marc Lane. More than a few points stood out as... Read More

Coming to the Work as Equals

When my wife and I set up our family foundation in 2012, we engaged my three children (then in their late teens and early 20s) in deciding whether a foundation was something we wanted to do as a family. We pressed the kids long and hard, even handed out questionnaires, wanting it to be a... Read More