“Whatever may be said about human beings, they are, as a whole, a family.” Our co-founder, Helene Foellinger, stated this publicly in 1954 and cast the vision for the foundation she and her mother would create four years later. They believed that, as individuals and a community, we have a duty to uplift each other... Read More
For those running a foundation, it’s important to understand the board’s fiduciary duties and how to manage investment work, whether or not you’re working with an investment advisor. Learn how the investment policy statement serves as a guide and hear about financial tools that extend your grantmaking in this module of the Foundations 101 virtual... Read More
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