Publications Archive - Page 3 of 12 - Exponent Philanthropy

Resources

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