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4 Finance Fundamentals for Your Foundation

Are your foundation’s finances well-managed? As a lean funder, you know the importance of keeping things efficient and organized. Taking care of the finance function is no exception. Follow these four fundamentals to ensure your foundation’s finances are in great shape. 1. Keep a Finance Calendar At lean foundations, it’s common for one or two... Read More

Annual Conference Call for Sessions

Exponent Philanthropy members and constituents design a portion of the 2024 Annual Conference, and we invite you to submit your session ideas. Preview Proposal Application Form   Evaluation Criteria We are seeking sessions that provide actionable instruction for our community of lean funders. Our expectation is that session designers articulate educational take-aways that are both... Read More

Let’s Be Candid About Board Succession Planning

Joe Wilson, founder of the Xerox Corporation, and his wife, Peggy, formed the Wilson Foundation in 1963. A few years ago, we engaged in strategic planning to revisit our giving priorities. At the time, our board had 24 members that spanned three generations, and were spread across the country. In order to achieve our impact... Read More

Advocacy With a Small “a”—Big Ideas for Small Foundations

While attending Exponent Philanthropy’s 2018 National Conference last month, I had a surprise: I saw a significant number of grantmakers genuinely excited about getting involved in advocacy! At the closing luncheon, I was seated with Melinda McAliney, Director of the Brown Sisters Foundation and Vario Philanthropy, in St Louis, Missouri. She noticed it too and... Read More

The Funder’s Role in Data Collection: Insights From Peer Funders

Data can be a scary word, but it also can be a thing of beauty when you’re looking to develop more efficient processes, make better decisions, or help your grantees find new ways of doing things. As a funder, you can have a role in supporting the data collection efforts of your grantees. This doesn’t... Read More

Creating and Running a Giving Circle

The following guidelines, adapted from the Forum of Regional Associations of Grantmakers’ Giving Circles Knowledge Center, can be a useful checklist for decision making when creating and running a giving circle. It is unnecessary to follow these guidelines in order; for example, some newly launched giving circles already may have a focus or a host... Read More