Webinar: The State of Small-Staffed Foundations

Complimentary for Exponent Philanthropy members / $60 non-members

Discover the broader world of foundations with few or no staff and see where your foundation fits in. Exponent Philanthropy will be joined by experts in the field from Foundant Technologies and Glenmede Endowment & Foundation Management to discuss the results from our annual survey of leanly staffed foundations. This presentation and discussion will review trends in race equity, staffing practices, boards and governance, grantmaking practices, and investments, including:

  • What strategies are foundations using to advance racial equity in their community?
  • How has staff compensation changed from 2019 to 2020?
  • How does board composition compare to the broader population?
  • How are lean funders’ grantmaking practices changing over time?
  • What are the investment returns foundations are earning, and how are they balancing their portfolios?

We encourage participants download/purchase the 2021 Foundation Operations and Management Report prior to this webinar.

A recording of this program will be available to those who register.

Speaker

John Church, CFA
Director of Endowment and Foundation Impact Portfolio Management, Glenmede

John provides investment advice and portfolio management for endowment, foundation, and nonprofit clients, particularly those with impact-aligned mandates. He is responsible for portfolio construction, sourcing impact-aligned investment strategies, and implementing new technologies and best practices to help clients achieve their mission. Prior to this role, John served as a portfolio manager and provided investment advice for nonprofit clients. John received a bachelor’s in business from Skidmore College. He is a Chartered Financial Analyst® charterholder and an active member of the CFA Society of Philadelphia.

Sammie Holzwarth
Product Manager of Grants & Scholarships
Foundant Technologies

In her time with Foundant (since 2011), Sammie has taken on many roles in her path to becoming the Product Manager of Grants & Scholarships. Her breadth of knowledge and extensive experience working with a plethora of clients and in varying roles at Foundant fuels her passion and excitement to continually improve both GLM/SLM and herself! Sammie has a passion for youth philanthropy and spearheaded the Youth Giving Project in Bozeman, MT. She was an Exponent Philanthropy Next Gen Fellow in 2016.

Who Should Attend

This program is open to foundation donors, trustees, and staff; individual donors; donor advised fund holders; and members of giving circles.

Registration and Other Policies

Please register, even for complimentary programs. Prior to the webinar, you will receive your unique webinar access information. By registering for this program, participants are agreeing to Exponent Philanthropy’s Participant Guidelines. Please contact us by email or at 202-580-6560 if you have any questions.

Members can access past webinars in our webinar archive.

Webinar Archive