Reliable, accurate data has the potential to improve every step of the grantmaking process. For funders interested in sharing data and using it wisely, this webinar is the place to learn the value of good data, ways to communicate it, places to find it, and how it can lead to better decisions during the grantmaking process.... Read More
Engaging youth in philanthropy is a hot topic, as many philanthropic entities—from foundations to giving circles to giving families—realize the value of involving young people in giving. This webinar celebrates the launch of a “Teen Philanthropy Café” series designed to educate and engage teens and young adults, and the adults that guide the way. It explores with field experts... 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
To meet fiduciary responsibilities, it is important that board and committee members understand investment basics and what they mean to the organization. Through this webinar, board, staff, and committee members can review investment terminology, enhance their general knowledge of investments, and learn how investments impact the organizations they serve. Speaker: John Church, CFA, senior portfolio... Read More
This webinar, presented in partnership with Glenmede, will cover what you should know and consider before, during, and after the RFP process. We will examine key considerations and the types of questions that should be asked at each stage. We will also place special emphasis on understanding and evaluating investment costs as this is an... 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