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Deep Listening Starts Here
Listening. It’s a skill we’ve been talking about a lot here at Exponent Philanthropy. Why? First, because we believe that listening is an essential skill for effective philanthropy. When—and only when—we listen deeply and humbly to those we serve, can we learn about their true needs and how we can partner most effectively to create... Read More
Community Foundations: Balancing Community Needs and the New Donor Mindset
Your community foundation is working hard to get your donors involved and help them understand the importance of supporting not only their own favorite causes, but also the most pressing community needs identified by your team and board of directors. You are also closely watching key trends in philanthropy: Families want to be involved in... Read More
Thoughtful, Informed Philanthropy in the Wake of Disaster
Nature is at once powerfully beautiful and destructive. August’s awe-inspiring solar eclipse brought us together regardless of our stations in life. However different in heritage, race, politics, wealth, interests, or beliefs, we all share our planet. In contrast to our awe at the solar eclipse, those outside Harvey’s and Irma’s cones of destruction have, from... Read More
Succession Planning: Becoming New After 40 Years
Most conversations on succession planning turn to how to bring on the next generation or whether to sunset the foundation. Eldon and Betts Mayer thought differently. They wondered if their community on an island in Maine would be willing to take on their family foundation. Three years later, the fund has an engaged board of... Read More
Sending 12 Members of Our Family Foundation to a Single Conference
Diana Bittner was excited. She was inspired. She was ready to learn. As a trustee of the Tracy Family Foundation (TFF), Bittner was one of seven TFF members from across the United States who converged in Phoenix, Arizona, to attend the Exponent Philanthropy’s 2015 CONNECT Conference. Bittner and her fellow TFF trustees spent three days... Read More
Considerations for Hiring an OCIO—Take the “T” Test
The term Outsourced Chief Investment Officer (OCIO) has gained popularity in the investment industry as investment consultants, banks, and small wealth management firms are now offering OCIO services to foundations, endowments, and nonprofits. You may be considering this model instead of the self-managed or consultant model used in the past. Below we include the “T”... Read More