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
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
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
Leadership succession can be difficult and overwhelming, and can affect everyone from staff, board, and committee members to trustees, beneficiaries, and grantees. Being proactive and prepared is integral to effectively managing leadership transitions. Where possible, these changes must be choreographed to avoid undue risks to the organization’s mission and long-term goals. Taking the time to... Read More
In the 10-plus years I’ve been a consultant to foundations—and the 20-plus years I’ve been a family foundation trustee—I’ve noticed a phenomenon I’ve come to call the “trustee pendulum.” Trustees often start out very engaged in grantmaking, reviewing all grants (often to organizations they know well) and managing the grantmaking process, which is typically quite... Read More
In philanthropy, like in life, we have relatively little ability to control disruptions, internal or external, and the big changes they often portend. Although we may anticipate an influx of assets upon the sale of a business, or predict the arrival of the next generation, most of us can’t really manage the exact timing and... Read More