In recent years, we have collected data on how our community of lean funders is responding to the pandemic. In April 2020, we surveyed members on what they planned to do. We shared those findings in this report. The next year, our 2021 Foundation Operations and Management Survey (FOMS) collected more detailed information on how... Read More
The Outsized Impact Award honors an individual at an Exponent Philanthropy member organization whose style of philanthropy is achieving outsized (or greater than expected) impact. Read the wonderful stories of the 2022 finalists. Danyelle O’HaraMortenson Family Foundation (Minneapolis, Minnesota) As the community relationship officer at the Mortenson Family Foundation, Danyelle O’Hara is centering community in the foundation’s decision-making. Danyelle... Read More
A family private foundation creates a structure for charitable giving and a lasting legacy for the family, but it also comes with administrative burdens. Stephanie Yan, GHJ Managing Director and Private Foundation Practice Leader, talks to Pegine Grayson, Senior Vice President/Client Advisor, Director of Philanthropic Services at Whittier Trust, about the mundane but essential tasks... Read More
Effective philanthropy is sustained and powered by prudent investment of the assets you are dedicating for philanthropic purposes. A request for proposal (RFP) is a document, often a questionnaire, that lets you compare investment service offerings, performance, fees, and other value-add services. Whether you’re looking for an investment service provider for the first time, planning... Read More
As a lean foundation with limited staff, the thought of dealing with cybersecurity threats can be daunting. However, the reality is that cyber-attacks pose a significant risk to organizations of all sizes, and lean foundations are no exception. In fact, your lean operations and limited resources may make your foundation an even more appealing target... Read More
Exponent Philanthropy has released the fourth edition of its Racial Equity in Lean Foundations report, the most comprehensive version to date. The publication is based on survey data from over 300 lean foundations and qualitative interviews with more than 25 foundations, consultants, and nonprofits, offering insights into how lean funders are advancing equity. For the... Read More