Resources

Investments Collection

This bundle of four primers offers valuable information to the person who oversees your foundation’s investments. These primers include: Getting It Done: The Who and How of Small Foundation Investing Creating a Strategy and Plan for Your Foundation’s Investing: Developing and Using an Investment Policy Statement (IPS) Mission Investing for Small Foundations Leveraging Your Assets... Read More

The Grandparent Legacy Project

Many founders assume that their predecessors will consider their insights ancient history. But the truth is, the stories they share can powerfully convey a legacy. Developed with our valued partners at 21/64, The Grandparent Legacy Project is an oral history tool designed to help grandparents share their stories, and legacies, across generations. This toolkit includes:... Read More

Getting to Impact Discussion Guide #8: Making Evaluation Manageable and Meaningful

This discussion guide walks you through one foundation’s process of engaging in evaluation. Although this foundation is fictitious, it represents many small funders across the country. Using this guide, you’ll explore how this foundation: Engages in a strategic planning process. Keeps evaluation manageable. Learns and improves. The guide also features relevant Exponent Philanthropy resources as... Read More

Getting to Impact Discussion Guide #7: What Evaluation Is and Isn’t

This discussion guide helps you define evaluation and its value in measuring your foundation’s impact. The guide highlights how evaluation can help you: Improve your work through learning. Become more effective. Assess your work in a way that’s grounded in your foundation’s priorities and values. Gather information and shed light on one issue at a... Read More

Getting to Impact Discussion Guide #6: Why Evaluation is a Key Component in Increasing Your Impact

This discussion guide helps you understand why evaluation is critical to increasing your foundation’s impact and that evaluation is possible—even if small. Your foundation can use this guide to explore: Why to evaluate. The benefits of evaluation. Evaluation and cost-efficiency. The guide also features relevant Exponent Philanthropy primers and resources for your use. 10 pages Read More