Resources

Peer Coaching Guide 2020

Peer coaching is a unique opportunity to build stronger connections with other lean funders. Through peer coaching, you’ll gain insights to elevate your individual and collective work in philanthropy. Use this guide to help you prepare, process and reflect upon your experiences during peer coaching. Exponent Philanthropy thanks Jen Lachman of Lachman Consulting for her... Read More

Peer Coaching Guide

Peer coaching is a unique opportunity to build stronger connections with other lean funders. Through peer coaching, you’ll gain insights to elevate your individual and collective work in philanthropy. Use this guide to help you prepare, process and reflect upon your experiences during peer coaching. Exponent Philanthropy thanks Jen Lachman of Lachman Consulting for her... Read More

COVID-19: How Have Funders Changed Their Approach & What Will Stick?

In April, Exponent Philanthropy and PEAK Grantmaking each fielded a survey to see how our respective communities of funders were responding to the impact of COVID-19 on their communities, grantees, and internal operations and processes. Inspired by our members’ collaboration during these challenging times, PEAK Grantmaking and Exponent Philanthropy partnered to analyze the survey results... Read More

2019 Foundation Operations and Management Report

Let this report guide you in making operational decisions at your foundation with benchmarking data on boards and governance, grantmaking, investments, staff compensation, and more. Based on our annual Operations and Management Survey to our foundation members, this unique benchmarking tool gives powerful insight into the operations of small-staffed foundations in the United States. What are they... Read More

Setting Up a Small Foundation Office

As the manager of a new foundation, setting up the foundation’s administration might seem daunting. This Exponent Philanthropy primer will help you determine what administration model will work best for your foundation, and, if you decide your foundation needs a formal office, this article will help you establish basic office systems so your foundation can... Read More

The Best of Both Worlds: Using Private Foundations and Donor Advised Funds

This guide is for professional advisors whose clients want to formalize their charitable giving through a giving vehicle such as a Donor Advised Fund (DAF) or a private foundation. Experienced professional advisors know that helping clients find the best giving vehicle available for them creates a win-win situation. The clients will be happier with a vehicle that is a... Read More