The “coach approach” is a skillset and mindset that can transform the key relationships in your philanthropic work. Using deep listening and powerful questions, the “coach approach” helps you gain awareness, discover new ways of thinking, and focus on creating collaborative solutions. During this webinar, you will learn the basics of the approach and hear... Read More
Leadership succession is cited as the number one concern of small foundations year after year. You’re not alone! Yet many boards are not prepared to navigate it. This session is designed for funders who are ready to start, review, or have hit a roadblock in their succession planning. We’ll share tips on how to inspire... Read More
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
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
I once sat on the board of a nonprofit organization that had undertaken what eventually became an award-winning planning process for its property holdings. This effort engaged all staff and board and generated lots of creative energy from the surrounding community. Within a couple months after completing the plan, staff recommended a capital improvement inconsistent... Read More
“Our foundation had succession planning thrust upon us,” shares John Valliant, president of the Grayce B. Kerr Fund. “We had been talking about succession for some time, and then we were blindsided by illness and death.” Fortunately, not every foundation faces such sudden and tragic events. But experiences of this nature are profound reminders of... Read More