Sample Document
Personnel Policies
Find sample policy language relevant to a variety of personnel issues: hiring, orientation, salary disbursement, termination, and more. Read More
Resources
Topic: “Administration”
Sample Document
Transform Your Bookkeeping With These Simple T’s
Producing audit-ready financial records for a private foundation can be an intimidating task—even for financial professionals. With fiscal year-ends that may differ from a calendar year (they do at roughly 50% of private foundations according to Thomas F. Blaney, CPA, CFE and partner, director of foundation services at PKF O’Connor Davies)—there often is no simple 12-month... Read More
Storytelling Mantras That Move Funders to Act: My Advice to Nonprofits
Last month, Exponent Philanthropy CEO Henry Berman spoke on storytelling at The Nonprofit Summit, a gathering sponsored by six organizations, including our members the Ausherman Family Foundation and Helen J. Serini Foundation, that provides the Frederick County, MD nonprofit sector with quality, affordable educational opportunities. If you represent a nonprofit, we hope you find this... Read More
Are Face-to-Face Meetings Obsolete?
Originally published by PEAK Grantmaking (November 17, 2017) A few weeks ago, I got the opportunity to attend a full day, in-person event with PEAK Grantmaking’s Midwest Regional Chapter. As a millennial (albeit on the older side of the generation) who started her career taking trainings online and conducting webinars, you might be surprised to... Read More
Webinar Recording
What Is a Coach Approach to Philanthropy?
The “coach approach” is a skillset and mindset that can transform the key relationships in your philanthropic work. Using deep listening and powerful questions, the “coach approach” helps you gain awareness, discover new ways of thinking, and focus on creating collaborative solutions. During this webinar, you will learn the basics of the approach and hear... Read More
The Lonely Rural Funder’s Guide to Networking
Rural philanthropy requires a different kind of thinking and creativity from urban philanthropy. It stands to reason, then, that the networks rural funders build will look different from those that traditionally attract more urban-focused foundations. In my work researching and building rural philanthropy, I’ve seen two main types of foundations that describe themselves as “rural... Read More