To kick-start your thinking about leadership at the organizations you fund: Start by building trust—To assess leadership well requires an honest dialogue between funder and nonprofit, and building the trusting relationship that facilitates such dialogue takes time. To build trust, be forthright in your communications with nonprofits and clear about your expectations. Make your grant... Read More
As would be expected, a foundation’s specific due diligence program (e.g., staffing, expertise, structure, scope) for both investment due diligence and operational due diligence (ODD) will be impacted significantly by the investment model it currently follows (i.e., investment duties managed by foundation board members, internal investment staff, an outsourced chief investment officer, or a mix... Read More
Recent surveys of Exponent Philanthropy foundation members have revealed that more than 60% provide health insurance options to their full-time staff. Nearly 20% provide health insurance to their part-time staff. See our most recent member survey data. Exponent Philanthropy does not offer a group health insurance policy at this time because state-specific regulations make it... Read More
In Exponent Philanthropy’s 2016 Foundation Operations and Management Report, only 10% of respondents report investing in “alternative” strategies. These investments include commodities, real estate, hedge funds, and private equity, and they are increasingly seen as a way to mitigate the volatility of stocks and bonds. Learn what these asset classes represent, why and how to include... Read More
If you are responsible for your foundation’s investments, then you are a fiduciary, defined as anyone who has the legal responsibility of caring for someone else’s money. In this webinar, learn about the “fiduciary difference” between investment professionals and foundations staff and board members. Find out why it matters to your foundation, your fees, 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