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Thinking Critically While Investing Responsibly

Responsible investing is at the heart of how philanthropy can further systemic changes needed in our economy, society and environment. Forward-thinking foundations and families have invested this way for years, but it’s becoming more mainstream.  A growing number of philanthropic organizations and individuals see investments as a way to expand impact beyond grantmaking. Mirror the... Read More

Addressing Challenges on the Journey to Equity, Inclusion and Justice

This post originally appeared on the Foundant Technologies blog. Last fall we asked our clients to share the work they’re doing in the areas of justice, equity, diversity, and inclusion and, no surprise, they went above and beyond. We are truly inspired by their responses and our follow up conversations, and look forward to sharing these... Read More

Filing Your IRS Form 990-PF with Confidence

Every year, many foundations file their IRS Form 990-PFs with inaccuracies and mistakes that can cost their wallet and reputation. Private foundations that don’t have the in-house technology to meet this requirement may seek assistance from tax advisors to avoid these errors. One such example is that starting with the 2020 tax year, Form 990-PFs... Read More

Disaggregated Data Collection and Use by Lean Foundations

Foundations play a critical role in advancing equity and addressing disparities in our society. One key practice that foundations are increasingly adopting is the collection and use of disaggregated data. Disaggregated data refers to the separation of compiled information into smaller units based on various characteristics such as age, sex, geographic area, education, ethnicity, or... Read More

Investing in Democracy: Philanthropy for Active Civic Engagement

At PACE, we believe in the power, potential, and responsibility of people to come together to discuss and address the problems they see around them. As a diverse philanthropic network with members of many sizes, strategies, and geographies, we share a core belief: America will be healthier and more successful, resilient, and productive, if democracy... Read More

When Philanthropy Partners, Communities Prosper

This post originally appeared on The Philanthropic Initiative’s blog. “When philanthropy partners, communities prosper.” This was the guiding mantra that tied together Exponent Philanthropy’s 2023 conference in Baltimore, MD that we attended last fall. From the start, we were energized by philanthropic and nonprofit leaders alike echoing the importance of centering community voice for greater... Read More