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Results for:   Type: “Private Foundations”  

Plan for Transitions Before It’s Too Late

World-class athletes do not casually approach a championship match, but rather spend years in training. Likewise, nonprofit organizations and the third-party advisors with whom they partner are now taking the same disciplined, planned approach to navigating the future—including periods of transition. Transitions can be difficult, overwhelming, and can affect everyone from staff, board, and committee... Read More

A Small Funder Engages Its Community’s Expertise

As president of the foundation and son of the founders, I feel that our strategy leverages our assets exponentially. Here is how we do it. Established in 1984, the Zeigler Foundation is a small family foundation composed of seven board members with an endowment of just over $2.7 million. In 20 years we have distributed... Read More

Creative Grantmaking Done Legally

Your foundation can be extremely imaginative while still keeping its grantmaking straightforward. Or it can take full advantage of the tax code’s flexibility to make grants that are more complicated—and still perfectly legal. Our goal is neither to encourage you to stay simple or to get complicated with your giving, but to help you be aware... 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

Small Foundation Leadership: A Portrait Emerges

Leadership can be defined in literally hundreds of ways. This is why Exponent Philanthropy knows we can’t take an “off the shelf” definition of small foundation leadership. Instead, by taking time to explore leadership in small foundations, Exponent Philanthropy will be better able to validate, nurture, and celebrate it. And, by nurturing leadership, our hope is... Read More