Funders can engage in advocacy, fund advocacy, and encourage grantees to engage in advocacy, with exceptions involving lobbying and electioneering. Private foundations may: Fund public charities that lobby Learn about grantees’ lobbying or advocacy work in reports Communicate with legislators about an issue, so long as they do not address a specific proposal Conduct and... Read More
The following conference sessions center around legal compliance: Wednesday, October 18th SESSION: Foundations 101: Legal Basics 9:00 AM – 10:15 AM Hear an overview of all private foundations rules, from filing the Form 990-PF to public disclosure rules and the self-dealing rules. This survey of the rules will empower you to know when to raise questions with... Read More
These conference sessions will help advance your DEI learning journey: Tuesday, October 17th SESSION: Leverage Technology to Meet BIPOC Nonprofits Where They Are 3:00 PM – 4:15 PM BIPOC-led organizations vital to health of communities of color were forced to close their doors after the COVID-19 pandemic. This outcome exposed philanthropy’s systemic disinvestment in BIPOC-led nonprofits through... Read More
Get up to speed on foundation essentials by attending the following sessions: Tuesday, October 17th SESSION: Foundations 101: Intro to Philanthropy and Foundation Administration 1:15 PM – 2:30 PM Hear an overview of the nonprofit sector and where foundations fit in. Learn about some key administrative pieces to get into place before you get started... Read More
1. Administrative Expenses As an initial matter, all administrative expenses must be “reasonable and necessary” to count toward the distribution requirement. “Reasonable and necessary” expenses are those that are directly attributable to running your foundation’s charitable programs, such as reasonable personnel and overhead costs, fundraising expenses, travel for site visits, and accounting and tax services.... Read More
Yes! You can partner with Exponent Philanthropy to learn how your grantees and applicants feel about your relationship and grant process with our Grantee and Applicant Perception Survey (GAPS). This custom, confidential online survey helps lean foundation boards and staff understand their strengths and weaknesses, initiate dialogue, and agree on a plan of action. Learn... Read More