While charitable foundations regularly leverage grantmaking to advance their missions, the potential impact of their investments is not always similarly scrutinized. To begin exploring your foundation’s effect on BIPOC (Black, Indigenous, People of Color) communities in the U.S., here are three questions you should ask your investment manager: 1. Who Is Managing My Portfolio’s Underlying... Read More
My brother, Laurence Braude, was an ophthalmologist, cornea specialist, surgeon and researcher. At 47, he complained of fatigue and weakness in his left arm and leg. His internist referred him to a neurologist who said he had Parkinson’s. Laurence retired from his ophthalmology practice to care for his health. He also set up a foundation... Read More
How would philanthropy be different if foundation leaders spent most of their time out in the community listening, learning and engaging with people? In my work at Exponent Philanthropy, I interview hundreds of staff, trustees and donors of small, place-based foundations. I’ve learned that many organize their work in this way—seeing themselves not as grantmakers,... Read More
A little over a year ago, I was participating in Exponent Philanthropy’s Weekly Funder Discussions on Zoom, talking about the role philanthropy could play during the coffee and blankets stage of the pandemic. From my peers, I learned about being flexible in grant terms, the importance of listening well, and the need for open communications... Read More
Wire fraud is a daily danger. Cyber-security filters may stop 90%+ of attempts, but some still get through. For international clients, efforts are especially focused when US, European and Asian bank holidays are out of sync. Scammers want to prevent you from verbally verifying a wire request, since the requester’s office is closed. Here are other... Read More
As funders, you may participate in board meetings and site visits, committee meetings and funder collaboratives, grantee convenings and focus groups, staff meetings, and more. Having adept facilitation skills can make these gatherings more efficient, engaging and enjoyable for all. Here are ten ways to boost your facilitation skills: 1. Plan, Plan, Plan Most facilitation... Read More