In 2015, Exponent Philanthropy and partners Mission Investors Exchange and Arabella Advisors released Essentials of Impact Investing: A Guide for Small-Staffed Foundations. This post is adapted from the complimentary and actionable guide, geared to foundations with few or no staff that want to align their investments and missions. Download Essentials of Impact Investing: A Guide... Read More
Private foundation trustees and staff oversee countless activities, from setting direction and selecting grantees to reviewing policies and investing assets. Several foundation tasks—some mandatory, some voluntary—call for additional care. All are worth your careful consideration to help you be financially savvy and legally compliant, and to help you take full advantage of your foundation’s flexibility.... Read More
Getting clear on your foundation’s lifespan is one of the most fundamental decisions your board will make. It affects virtually everything else you do. Think for a moment of the difference in, say, a 25-year lifespan or one of perpetuity when it comes to setting grantmaking priorities, managing investments, engaging the next generation, or running... Read More
Lana Vento Charitable Trust (LVCT) recently tailored its grant process to fit a local theater’s organizational capacity and reflect the size of its grant. Read about the steps it took to minimize the theater’s paperwork and maximize its time spent on programs. For the past 7 years, Lana Vento Charitable Trust (LVCT) awarded Pistarckle Theater... Read More
Do you want to catalyze change at your foundation? Perhaps you want to improve board dynamics, refine your mission, or implement new technology. Many forces can initiate change, and here we explore how your fellow trustees and staff champion change successfully from the inside out. Every situation is different, of course, and we encourage you to use these ideas not as a... Read More
Last year, for organizations positioned to engage young leaders and for young leaders themselves, a colleague and I shared ways to create a welcoming space for the next generation to learn and build confidence. See Are You Creating Space for Young Leaders to Lead? >> Because the challenge of engaging the next generation—and getting engaged as... Read More