The following is an excerpt from Foundant’s publication “On Philanthropy: What’s Changed in the Past Decade and What It Means for the Sector,” a product of its 2017 survey of its grantmaking and grantseeking clients. Read the full article and many others at the Foundant Philanthropy Experience site. By Sharmila Rao Thakkar Ten years ago... Read More
Foundations use grant agreements to serve as a contract, typically to confirm details regarding the amount and period of the grant, its purpose, terms and conditions, and required reports and deadlines. Unfortunately, in some cases, the grant agreement may be the last contact a funder has with a grantee until they receive a final report,... Read More
One session at the Exponent Philanthropy National Conference this past fall prompted a question that I’ve continued to ponder. I attended the session “A Framework for Foundation Investing in a Low-Return Environment.” Full disclosure: As a relative newcomer to philanthropy, I often feel anxious in discussions about organizational budgets and investing. But it’s an important... Read More
Foundations can no longer rely on fixed income investments to generate strong returns with low risk. As returns on fixed income have declined, many foundations have taken on more risk (via equity investments) to fill the earnings gap. What if there is a way for your foundation to generate investment income without changing your risk... Read More
Driving to my first improv class, I was so terrified that I almost threw up. The idea of creating spontaneous theater with strangers, and being vulnerable in that way, made me extremely uncomfortable. At Exponent Philanthropy’s Master Juggler Executive Institute that I attended a few years ago, the facilitator told all 19 of us foundation... Read More
Exponent Philanthropy member and foundation consultant Dawn Franks, founder/CEO of Your Philanthropy, recently published the e-book Giving Fingerprints, designed to help funders recognize where their giving is taking them and what it tells others about them. This post is adapted from the e-book, available now for complimentary download. You have a unique giving brand. Whether... Read More