September 2017 - Exponent Philanthropy

September 2017 Resources

The Trustee Handbook: Essentials for Effective Foundation Board Members

This handbook has been recently updated and 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... Read More

Strategic Uses of Donor Advised Funds

Private foundations are a great way to give. And many foundations use multiple giving vehicles to accomplish their charitable goals. One of these vehicles is donor advised funds (DAFs). This primer looks at how DAFs work and how your foundation can use DAFs to further its philanthropic goals. It covers: How DAFs differ from private... Read More

Ramping Up Your Foundation: Key Considerations for Planning and Managing a Significant Increase in Giving

Ramping up giving offers your foundation a number of opportunities, including deeper stakeholder engagement, extended reach and influence, new funding strategies, and greater impact in your interest area. This primer is designed to help foundations like yours thoughtfully and responsibly plan for a significant ramp-up in giving and/or adjust to a sudden infusion of assets.... Read More

Protecting Your Small Foundation With Insurance

While managing a small foundation is rewarding, it can also have its risks. This primer can help you assess your foundation’s risks and educate you about insurance as it relates to your organization’s good governance and good management. It covers the following topics: Key insurance policies for nonprofit foundations Shopping for insurance Risk management Protecting... Read More