Private foundations are a great way to give. And many foundations use multiple giving vehicles to accomplish their charitable goals. One of these vehicles is donor advised funds (DAFs). This primer looks at how DAFs work and how your foundation can use DAFs to further its philanthropic goals. It covers: How DAFs differ from private... Read More
Foundations have greater impact if they first consider what they bring to the table and determine which opportunities will enable them to achieve the most with their giving. This discussion guide helps you understand the benefits of knowing your foundation and your field, and offers simple ways to acquire field knowledge. The topics covered in... Read More
This discussion guide offers a simple framework for moving your foundation from having a focus to defining a vision of success and, ultimately, implementing a thoughtful strategy to realize that vision. In this guide, you’ll find information, case studies, and discussion questions that will help your foundation: Develop your strategy. Outline your path to impact.... Read More
This discussion guide helps you understand why evaluation is critical to increasing your foundation’s impact and that evaluation is possible—even if small. Your foundation can use this guide to explore: Why to evaluate. The benefits of evaluation. Evaluation and cost-efficiency. The guide also features relevant Exponent Philanthropy primers and resources for your use. 10 pages Read More
This discussion guide walks you through one foundation’s process of engaging in evaluation. Although this foundation is fictitious, it represents many small funders across the country. Using this guide, you’ll explore how this foundation: Engages in a strategic planning process. Keeps evaluation manageable. Learns and improves. The guide also features relevant Exponent Philanthropy resources as... Read More
This bundle of four primers has valuable information about overseeing your foundation’s investments. These primers include: Getting It Done: The Who and How of Small Foundation Investing Creating a Strategy and Plan for Your Foundation’s Investing: Developing and Using an Investment Policy Statement (IPS) Essentials of Impact Investing: A Guide for Small Staffed Foundations Leveraging... Read More