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Philanthropy Lessons: The Power Dynamic

Today Exponent Philanthropy releases “Philanthropy Lessons: The Power Dynamic,” the latest video in its 9-part Philanthropy Lessons series:   It explores the dynamics of grantor/grantee relationships, and I encourage you to weigh in with your thoughts and practical ideas about managing these dynamics. You can share your comments and ideas below, at www.philanthropylessons.org, or via... Read More

Show Me the Story: Data Visualization

Funders create charts and graphs—visualize their data—for different audiences and different purposes. Sometimes funders serve as unbiased disseminators of data as-is; other times they seek to tell a story—and fast. It’s not that one method of data visualization—as is vs. storytelling—is better or worse. But it is up to you to figure out when your viewers expect each style and... Read More

What the Law Requires When Making Grants

The law requires very little when making grants to most domestic public charities. Other than knowing a grantee’s tax status—your foundation has a great deal of flexibility. However, I regularly encounter funders, foundation staff and professional advisors who do not know this. What the Law Requires When Making Grants A few years ago, Project Streamline... Read More

Making a Significant Shift in Funding Priorities

On a cold day in February 2015 at a board retreat on the coast of Maine, the board of directors of the Emanuel and Pauline A. Lerner Foundation made a big decision. After five years of funding nonprofits in Maine focused on civic engagement, cultural tolerance, and women and children, the board decided to take... Read More

Are Face-to-Face Meetings Obsolete?

Originally published by PEAK Grantmaking (November 17, 2017) A few weeks ago, I got the opportunity to attend a full day, in-person event with PEAK Grantmaking’s Midwest Regional Chapter. As a millennial (albeit on the older side of the generation) who started her career taking trainings online and conducting webinars, you might be surprised to... Read More