Category

Much More Than Money – The Impact of Small Rural Foundations

When most people think of foundations, they think of deep pockets. That’s understandable, since the popular public perception of philanthropy has been shaped by the creation of multimillion-dollar foundations by titans of old, and enforced by the glamour of new foundations launched to much fanfare by today’s billionaires. In rural communities, the creation of big-dollar... Read More

Increase Foundation Cash Flow, Conservatively

Kelly is a foundation trustee who, during a recent review of the foundation’s investment portfolio, learned that income generated by the portfolio was not enough to fund the foundation’s charitable activities—the required 5% annual distribution. Although the portfolio’s returns were good, cash flow was an issue. Kelly wondered about a conservative way to generate cash... Read More

None of Us Has Any Wiggle Room on This

Throughout the year, I write to our member donors to pass along insights I gather in my dual role as Exponent Philanthropy member and CEO, and to provide a special window onto our activities. My most recent communication sparked many positive notes in return, and I’m pleased to share it here with our broader community. I’ve... Read More