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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
Leadership Succession

Leadership succession is cited as the number one concern of small foundations year after year. You’re not alone! Yet many boards are not prepared to navigate it. This session is designed for funders who are ready to start, review, or have hit a roadblock in their succession planning. We’ll share tips on how to inspire... 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

2022 Racial Equity in Lean Foundations

Closing the Gap Between Intention and Impact Collected through FOMR data, surveys, and interviews with members, this report centers on the relevance of racial equity to our members’ mission, as well as their board and staff demographics. We also describe how racial equity relates to good governance, grantmaking, and investment practices. Why Racial Equity in... Read More

Webinar Recording Insights on Effective Community Engagement

Explore findings from the Center for Effective Philanthropy’s July 2025 report, Voices That Matter: How Nonprofits and Foundations Engage With the Communities They Support. The report sheds light on how organizations gather community feedback, where gaps remain, and what funders can do differently. You’ll also hear from Exponent Philanthropy members on how lean funders build... Read More

Planning a Meeting? Ditch the Conference Room and Hit the Hiking Trail

I had one of my more interesting and productive meetings with two colleagues the other day. Like me, these colleagues are both executive directors of grantmaking foundations that work in our community. One has tenure of more than 15 years, and I have known him for those years and more. The other is celebrating his... Read More