Resources

Topic: “Boards and Governance”

Webinar Recording
Self-Dealing and Conflicts of Interest

Self-dealing is prohibited; conflicts of interest can be managed. But the intricacies of the two can be confusing. In this webinar, led by attorney Darren B. Moore of Bourland Wall & Wenzel, find clear, easy-to-follow steps to help you recognize each, avoid self-dealing, and manage conflicts of interest. Learn the laws, discuss common situations and... Read More

Webinar Recording
Back to the Future: Planning for Succession Before It’s Too Late

Leadership succession can be difficult and overwhelming, and can affect everyone from staff, board, and committee members to trustees, beneficiaries, and grantees. Being proactive and prepared is integral to effectively managing leadership transitions. Where possible, these changes must be choreographed to avoid undue risks to the organization’s mission and long-term goals. Taking the time to... Read More

The Trustee Handbook: The Essentials for an Effective Board Member

This handbook is designed specifically for trustees of small foundations with few or no staff. It is a comprehensive resource that features detailed guidance on important topics for every board member and trustee, including: Small Foundation Governance Grantmaking Tax and Legal Issues Financial Oversight and Investments In addition, the handbook includes updates on recent laws... Read More

Practical Board Self-Assessment With Exponent Philanthropy Support

This board self-assessment was developed with your small foundation mind. It is designed to be a useful tool to increase your board’s effectiveness and help all board members feel more fulfilled by their work. An Exponent Philanthropy staff member will partner with you to tailor the implementation of the Practical Board Self-Assessment to your foundation’s unique... Read More

Practical Board Self-Assessment: Improve Your Foundation’s Effectiveness

Self-assessment is an excellent choice for small foundation boards at any stage. Whether your board is focused on fundraising, revising your mission and strategies, or struggling with internal divisions, a good self-assessment offers practical, useful results that help your board stay on track. This primer is designed to empower your board to take a thoughtful... Read More