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Creating Grant Guidelines

By communicating openly, you can build good relationships with potential partners from the start—and quickly help others move on to other funders. “It’s important to remember that our success as grantmakers depends on our grantees’ success,” says Exponent Philanthropy member Christine Elbel of The Fleishhacker Foundation. “If we can improve our processes, we’re contributing to... Read More

Grantee and Applicant Perception Survey

Understand Your Grantees’ Perspectives Exponent Philanthropy’s Grantee and Applicant Perception Survey (GAPS) offers foundations a way to gather feedback from grantees and applicants on their processes, communication, and impact. The survey includes both multiple-choice and open-ended questions, allowing foundations to assess key areas like responsiveness, clarity, fairness, and collaboration.  Multiple-choice questions cover topics such as: ... Read More

10 Foundation Activities That Call For Additional Care

Private foundation trustees and staff oversee countless activities, from setting direction and selecting grantees to reviewing policies and investing assets. Several foundation tasks—some mandatory, some voluntary—call for additional care. All are worth your careful consideration to help you be financially savvy and legally compliant, and to help you take full advantage of your foundation’s flexibility.... Read More

Essentials

Find advice and inspiration on a single theme written by fellow members, trusted colleagues, and our expert staff. This exclusive member benefit can help focus your giving and spark conversations with other lean funders. Essentials: Greatest Hits This issue of Essentials covers important and enlightening topics—material you will return to repeatedly. In this, the capstone... Read More

Key Publications

  Advocacy Field Guide Make Big Change With Little Money Funders with few or no staff are perfectly positioned to fund and engage in advocacy. This field guide is a set of seven practical, field-tested steps for funding and engaging in advocacy, a great starting point for lean funders.   Foundation Operations & Management Report... Read More