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
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
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
Navigating Legal and Financial Compliance Good governance goes beyond best practices—it ensures your foundation meets essential legal and financial requirements. This section outlines key regulations every private foundation must follow, starting with foundation law, IRS requirements, and the 990-PF tax form. You’ll also find guidance on budgeting and critical legal considerations, such as self-dealing restrictions,... Read More
As we reach the halfway point of 2025, we’re reflecting on the momentum you’ve helped build across our network of lean funders. From sharing bold new strategies to navigating uncertainty together, the first half of the year has been marked by connection, learning, and collective action. In this update, we’re excited to share highlights from... Read More
Catalytic Leadership in Philanthropy (CLIP) is a mindset that transforms lean funders from grantmakers into changemakers. Its four core practices—leading with purpose, centering equity, engaging deeply in community, and making long-term, flexible commitments—help funders amplify their impact and drive systemic change. This case study highlights how Michael Weinberg, program director at the Thornburg Foundation, puts these... Read More