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Key Insights From the 2022 Foundation Operations and Management Report

Exponent Philanthropy’s 2022 Foundation Operations and Management Report (FOMR) continues to offer mission-critical statistics about member foundations’ boards and governance, investments, administration (including salary and benefits), and grantmaking. Thank you to the 400+ members who participated in the 2021 survey informing this report. Below are some of its interesting and exciting findings. However, we encourage... Read More

Actionable Ways To Add Diversity to Your Foundation Board and Staff

“Philanthropy relies on the amassed wealth of families and institutions that have benefited from systemic racism. As a result, the institution has a power imbalance in where funds go and what organizations and initiatives receive support,” said Maya Pendleton and Juanita Gallion of The Center for the Study of Social Policy in an Exponent Philanthropy... Read More

Beyond Grants: How to Manage a Successful Private Foundation

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

Investment Management Request for Proposals: Everything You Need to Know

Effective philanthropy is sustained and powered by prudent investment of the assets you are dedicating to 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

Protecting Your Lean Foundation from Cyber Threats: A Vital Investment

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

Racial Equity in Lean Foundations: Trends and Challenges From the 2024 Report

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