Exponent Philanthropy Recent Posts

The Power of Our Peer Coaching Circle

By Johanna Anderson, The Belk Foundation; Janis Reischmann, Hau’oli Mau Loa Foundation; Daphne Rowe, Donley Foundation; and Lindsey Stammerjohn, John Gogian Family Foundation Over the past year, four of us—all women who work as executive directors of foundations with few staff—have been participating in a peer coaching group that grew out of Exponent Philanthropy’s Master... Read More

Success in CEO Transitions

By Anthony Tansimore, Olive Grove Consulting We are pleased to share this post from our colleagues at Olive Grove, an Exponent Philanthropy Professional Sustaining Partner. Imagine you are running your first marathon. Coming up on the final mile, your energy is flagging, but you know you can make it. Then, all of a sudden, you... Read More

Sharing the Baton: One Foundation’s Perspective on Family Leadership Transitions

By Jane Leighty Justis, Program Director, The Leighty Foundation, and Andrea Pactor, Associate Director, Women’s Philanthropy Institute, Indiana University Lilly Family School of Philanthropy In an interview with Andrea Pactor of Women’s Philanthropy Institute, Exponent Philanthropy member Jane Leighty Justis, board chair of The Leighty Foundation, describes steps she and the foundation leadership are taking... Read More

What’s Different With a Focus?

By Johanna Edens Anderson, The Belk Foundation Five years ago, The Belk Foundation looked very different than it does today. When I was asked to come on as the foundation’s first full-time director, the objective from the board was clear: help us connect this 80-plus-year-old foundation more fully into the community, so that we may... Read More

The Fiduciary Standard in Investment Management—Why Is It So Important?

By Peter J. Klein, CFA, CRPS, Klein Wealth Management at HighTower Advisors Financial advisors who work with investment committees of foundations, endowments, and other philanthropic entities find the fiduciary standard an important component of their work. But many are actually not fiduciaries. In fact, the Dodd–Frank legislation of 2010 required the SEC to study the fiduciary... Read More