Past Programs

CONNECT

Exponent Philanthropy's CONNECT is a unique and intimate conference specifically designed for small-staffed foundations and individual donors.

Handouts and more from 2015 CONNECT in Chandler, Arizona. 

Master Juggler Executive Institute

For senior foundation staff, this small-group, peer-learning program combines world-class training with executive coaching and provides an intensive and customized learning experience. Learn more.

Past Seminars

Our daylong seminars offer an intensive learning experience, allowing participants to focus and explore topics in depth while learning from and connecting with philanthropy experts, advisors, and peers in small-staffed philanthropy.

990-PF Tax Seminar

Designed for anyone who prepares or signs a Form 990-PF, Exponent Philanthropy’s signature seminar will give you a thorough understanding of the 990-PF, the 5% payout requirement, and expenditure responsibility. Learn more. 

Foundations 101

Get up to speed on foundation essentials by examining the components of running a foundation: governance, legal issues, and grantmaking. Learn the basics, get valuable tips, and build your network as you learn with and from foundation colleagues. 
Key Resource: The Foundation Guidebook

Legal Essentials for Private Foundations

October 5 at our CONNECT Conference, Chandler, AZ

For a handle on the essential legal requirements of private foundations, look no further! Learn about board responsibilities, the private foundation rules, and staying legal in grantmaking. Get an inside scoop on what the attorneys know.
Key Resources: How to Avoid Self-DealingLegal Essentials for Small Foundations  

Trustee Essentials

October 6 at our CONNECT Conference, Chandler, AZ

Like all leaders, foundation trustees need specific tools to be effective. Learn the legal and investments basics of running a foundation and tackle governance issues such as setting direction, operating effectively as a board, and planning for future leadership.
Key Resource: The Trustee Handbook

Catalyzing Change in Your Community: Listening, Convening, Mobilizing, Advocating

Funders are catalyzing change on broad and complex issues, especially in their communities. Learn how to employ multiple strategies such as scanning to identify key opportunities, increasing public awareness, mobilizing partners, and influencing policy. Find out how to be a force for change. 
Key Resources: Catalyzing Change; Twenty Ways to Make a Difference: Stories From Small Foundations

Getting to Impact Through Planning 

Although all donors want to make an impact, it takes some thoughtful planning to see it come to fruition. This seminar walks through essential questions for developing a clear roadmap for your giving and will equip you with the tools and confidence to get started. 
 

Getting to Impact Through Evaluation 

At this introductory evaluation seminar, learn about a simple, five-step framework to help you use evaluation to assess progress, improve your work, and reach your goals more quickly – even if you’re short on time, staff, and money. 
 

Impact Investing

Learn from experts from the industry, investment professionals, and foundations engaging in impact investing and examine how to consider a broader mix of investing opportunities to achieve philanthropic impact.
 

Investment Essentials

Knowing pertinent building blocks of investment management will guide your foundation on the road to good financial health. Learn how to assess what’s important, why it’s important, and strategies to maximize your investment returns.
 

Investments: Beyond the Basics

Gain a better understanding of how your foundation is doing in terms of process, investment return, and governance, and identify at least one area where you may be able to save or make money.
Key Resource:  Market Review & Outlook

 

Legacy Planning: Wealth Management & Philanthropy

Thoughtful planning can help you build and preserve financial assets and leave a legacy for your children, your community, and the causes you care about. Explore how your philanthropic values, your financial goals, and integrated wealth management strategies can lead the way to a meaningful legacy.