October 2016 Resources

Try These 7 Methods to Get to a Giving Focus

Exponent Philanthropy recently revised The Foundation Guidebook, our signature publication for those new to foundations or philanthropy. Below is an excerpt from the 128-page resource. Get your copy >> Many foundations use a combination of methods to settle on a focus. Once you consider the approaches that follow, it is important to recognize when you may... Read More

What’s Your “Type”? Complex New Regulations Highlight Importance of Supporting Organization Classification

For funders, especially private foundations, the federal tax rules governing supporting organizations can be important. Grants by private foundations to certain types of supporting organizations are subject to expenditure responsibility and may not be counted toward the private foundation’s annual 5% minimum distribution requirement. The complexity of the rules governing supporting organizations, updated on February... Read More

Impact Investing: A Foundation’s 15-Year Journey to Catalytic and Direct Investments

This post is an excerpt from the complimentary resource Essentials of Impact Investing: A Guide for Small-Staffed Foundations, created by Exponent Philanthropy and partners Mission Investors Exchange and Arabella Advisors. Want to align your investments with your mission? Download your copy >> By Jesse Fink, The Fink Family Foundation When my wife, Betsy, and I formed the Betsy and Jesse Fink Foundation [now... Read More