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A Program Officer’s Go-To Resources

Not long ago, I was contacted by a young professional interested in exploring a career in grantmaking. She inquired about what books, websites, and blogs I have found most helpful in my position as a program officer, and I offered to compile a short list to send her way. As a new program officer myself—just... Read More

Building a Strong HR Framework: A Checklist for Private Foundations

Managing a private foundation with staff requires more than just focusing on its mission; it also demands careful attention to human resources. By addressing key HR questions, you can ensure your foundation is legally compliant, ethically sound, and a positive place to work. Below is a checklist to help guide your HR practices.  Advisors and... Read More

There Is a Reporter on the Phone—Top 10 Tips

This is the third of a 3-part blog series to help funders leverage relationships with traditional media. Our thanks to Patti Giglio of PSG Communications, LLC, for her contributions to our new media toolkit for Exponent Philanthropy members, the basis for this blog series. 1. Consider the reporter’s inquiry an opportunity. Most reporters want to get it... Read More

9 Easy Cyber Security Actions Lean Funders Should Take

Major cyberattacks seem to take place weekly. In recent years, everything from gas production to meat packing has been vulnerable. As executive director of the Middendorf Foundation, each incident raised my blood pressure. While I knew I needed to protect my organization, I didn’t feel like I had the right tools to do so. As... Read More

Preparing to File Form 990-PF: A Comprehensive Guide

When it comes to filing Form 990-PF, preparation is key. Whether you’re handling the form yourself or hiring a professional, having the necessary documents organized and accessible is essential. This guide will help you categorize your expenses, organize your files, and provide general tips to ensure a smooth filing process. Categorizing Expenses To simplify the... Read More

Peer Coaching: The Gift of Deep Listening

“With capable coaches at their side, nonprofit leaders can learn more about themselves, about their organizations, and about how to manage people and conflicts, how to delegate responsibility for day-to-day tasks, and more. No other intervention can teach these things better than effective coaching, and we hope that grantmakers, both individually and as a field,... Read More