September 2019 - Exponent Philanthropy

September 2019 Resources

What should we include in a grant agreement?

“Foundations use grant agreements to serve as a contract,” writes Danielle Reyes, executive director of Crimsonbridge Foundation, “typically to confirm details regarding the amount and period of the grant, its purpose, terms and conditions, and required reports and deadlines.” Download sample grant agreements from our Sample Documents Library >> Continues Reyes: Unfortunately, in some cases,... Read More

How do member foundations structure their investment management? Board or staff? Outside managers?

Small-staffed foundations tend to use one of five models for managing and overseeing their investments: Board does it all model—The board develops the foundation’s investment policy, buys and sells assets, and monitors the foundation’s portfolio. Board and small staff do it all model—The board and a small internal staff—in some cases, involving an internal chief... Read More