As the manager of a new foundation, setting up the foundation’s administration might seem daunting. This Exponent Philanthropy primer will help you determine what administration model will work best for your foundation, and, if you decide your foundation needs a formal office, this article will help you establish basic office systems so your foundation can... Read More
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
Discover the broader world of foundations that have few or no staff, and see where your foundation fits in. Based on insights gleaned from Exponent Philanthropy’s annual survey of leanly staffed foundations, this presentation will review trends in boards and governance, grantmaking practices, investments and compensation, including: Get this information and more in our Foundation Operations... Read More
This guide is for professional advisors whose clients want to formalize their charitable giving through a giving vehicle such as a Donor Advised Fund (DAF) or a private foundation. Experienced professional advisors know that helping clients find the best giving vehicle available for them creates a win-win situation. The clients will be happier with a vehicle that is a... Read More
The Foundation Operations and Management Report—the only resource of its kind for foundations operating with few or no staff—offers key industry benchmarks and long-term data on the evolution of lean foundations. Based on our annual survey of members, this report has insights into the grantmaking, operations, and management of foundations with few or no staff.... Read More
Download a phone script to use when contacting potential consultants by phone. Read More