Throughout the year, I write to our member donors to pass along insights I gather in my dual role as Exponent Philanthropy member and CEO, and to provide a special window onto our activities. My most recent communication sparked many positive notes in return, and I’m pleased to share it here with our broader community. I’ve... Read More
This legal basics module of the Foundations 101 virtual seminar, offers an overview of all private foundations rules, from filing the Form 990-PF to public disclosure rules and the self-dealing rules. This survey of the rules will empower you to know when to raise questions with a legal professional. By the end of this module... Read More
Originally published by Forbes (February 19, 2018) Are you damming up philanthropic progress by paralyzing decision making and workflow? Nature abhors a bottleneck. Take a look at any stream or river and you’ll see what happens when debris piles up. The water will eventually find a way around, over or through, and the results can... Read More
Over the past few years, there has been an uptick in conversations, meetings, and efforts to embrace equity in philanthropy. Sometimes we see this growing interest manifest as a new portfolio; sometimes it’s embedded in a revised mission and vision. This movement has been a long time coming, and there are many who have toiled... Read More
I work for a foundation that is modestly young in the national grantmaking sector. At about four years into its current field, we can’t quite say we’re the new kid on the block anymore, but we’ve certainly seen a rapid amount of structural change since we first launched. Transitioning from a scholarship fund to an... Read More
Contributing your full self, the best that you can be, is important in any kind of enterprise. In small-staffed philanthropy, it’s essential. Small funders who’ve made significant, outsized impact often say the knowledge, relationships, “street savvy,” and reputation they leveraged played the crucial role. They will say, “Money wasn’t the most important thing. It was... Read More