This primer introduces you to the wide world of foundation strategic planning. No two strategic plans are alike, and the process for developing and implementing strategic plans can be just as different. In this primer, you’ll discover why funders engage in strategic planning, get an overview of the strategic planning process, and hear what other... Read More
2020 was an unexpectedly challenging year. The pandemic changed the nature of work, and how we interact with our boards, staff and the nonprofits in our communities. We asked members of the Exponent Philanthropy community to reflect on COVID-19, how it affected their work in 2020, and what they foresee for 2021. Lean funders stepped... Read More
This document outlines how the foundation will continue operating during an unplanned disruption in service, i.e. natural disaster, pandemic or loss of staff. It contains contingencies for business processes, assets, human resources and business partners. We thank The Farmington Community Bank Foundation for this sample resource. Read More
This statement on the value and importance of inclusiveness and diversity was developed by the Board of Directors for the Surdna Foundation: Read More
One of the most valued Exponent Philanthropy member resources is the Foundation Operations and Management Report which comes from an annual survey of the membership. The survey covers diversity and inclusion, governance, grant making focuses, investment approaches, staff utilization and more. And reflecting a broad array of voices, missions, endeavors and histories linked by a... Read More
Giving Beyond Dollars By Henry Berman I speak often about how we as funders can support our nonprofit partners and communities, beyond giving funds. Among the methods we have at our disposal—conveying, advocating and offering connections. Recently, I spoke with Jalen Benson, a first-year medical student, and his colleague Julia Walczak, a nursing student. They’re... Read More