Resources

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Webinar Recording
The Role of Alternative Investments in Foundation Investing

In Exponent Philanthropy’s 2016 Foundation Operations and Management Report, only 10% of respondents report investing in “alternative” strategies. These investments include commodities, real estate, hedge funds, and private equity, and they are increasingly seen as a way to mitigate the volatility of stocks and bonds. Learn what these asset classes represent, why and how to include... Read More

Webinar Recording
Back to the Future: Planning for Succession Before It’s Too Late

Leadership succession can be difficult and overwhelming, and can affect everyone from staff, board, and committee members to trustees, beneficiaries, and grantees. Being proactive and prepared is integral to effectively managing leadership transitions. Where possible, these changes must be choreographed to avoid undue risks to the organization’s mission and long-term goals. Taking the time to... Read More

Webinar Recording
Understanding Your Investment Advisor’s Responsibility to Your Foundation

If you are responsible for your foundation’s investments, then you are a fiduciary, defined as anyone who has the legal responsibility of caring for someone else’s money. In this webinar, learn about the “fiduciary difference” between investment professionals and foundations staff and board members. Find out why it matters to your foundation, your fees, and... Read More

Webinar Recording
Self-Dealing and Conflicts of Interest

Self-dealing is prohibited; conflicts of interest can be managed. But the intricacies of the two can be confusing. In this webinar, led by attorney Darren B. Moore of Bourland Wall & Wenzel, find clear, easy-to-follow steps to help you recognize each, avoid self-dealing, and manage conflicts of interest. Learn the laws, discuss common situations and... Read More

Webinar Recording
Leveraging Media to Advance Your Philanthropic Goals

Funders of all types and sizes are using strategic communications to advance their philanthropic goals, especially in today’s world that demands increasing transparency. This webinar addressed how thoughtful and strategic media engagement can amplify the impact of your philanthropy and offered tips for engaging media using Exponent Philanthropy’s new Media Toolkit as a guide. Speakers: Rob DiLeonardi, executive... Read More

Webinar Recording
Impact Investing: From Concept to Reality

Through stories and examples, learn how Foundations have aligned their investment portfolios with their philanthropic missions. This webinar was created for foundations that are beginning to explore impact investing, or for Foundations looking for ways to advance their impact investing program. Read More