Resources

Legal Essentials for Small Foundations

Managing a foundation is fantastic work. However, foundation management also requires complying with a myriad of laws that oversee grantmaking, investment strategies, public disclosures, and more. This primer summarizes some of the most important laws related to managing a foundation. It covers legal issues related to the following topics: Grantmaking Operations and administration Investments It... Read More

How to Start a Private Foundation

Private foundations, if operated correctly, can provide significant benefits to individuals, families, and companies. Private foundations also provide tax benefits to taxpayers and enable them to build a long-lasting tradition of charitable giving. This primer offers an overview of private foundations and can help you: Educate yourself about various charitable vehicles. Determine the type of... Read More

Basics of Proposal Review

Determining where to spend your foundation’s grant funding is an important, and time-consuming task. This primer is designed to help you set up a proposal review process that meets your foundation’s goals and style and frees up time for you to go into the community and develop your knowledge and insight. In this primer, you’ll... Read More

Investments Collection

This bundle of four primers offers valuable information to the person who oversees your foundation’s investments. These primers include: Getting It Done: The Who and How of Small Foundation Investing Creating a Strategy and Plan for Your Foundation’s Investing: Developing and Using an Investment Policy Statement (IPS) Mission Investing for Small Foundations Leveraging Your Assets... Read More

The Grandparent Legacy Project

Many founders assume that their predecessors will consider their insights ancient history. But the truth is, the stories they share can powerfully convey a legacy. Developed with our valued partners at 21/64, The Grandparent Legacy Project is an oral history tool designed to help grandparents share their stories, and legacies, across generations. This toolkit includes:... Read More

Getting to Impact Discussion Guide #8: Making Evaluation Manageable and Meaningful

This discussion guide walks you through one foundation’s process of engaging in evaluation. Although this foundation is fictitious, it represents many small funders across the country. Using this guide, you’ll explore how this foundation: Engages in a strategic planning process. Keeps evaluation manageable. Learns and improves. The guide also features relevant Exponent Philanthropy resources as... Read More