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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

Equity: It’s Not Just an Urban Issue

Over the past few years, there has been an uptick in conversations, meetings, and efforts to embrace equity in philanthropy. Sometimes we see this growing interest manifest as a new portfolio; sometimes it’s embedded in a revised mission and vision. This movement has been a long time coming, and there are many who have toiled... Read More