Q&A's Archive - Page 6 of 38 - Exponent Philanthropy

Q&A Archive

Can a private foundation count administrative expenses toward its annual distribution requirement?

From a tax law perspective, a private foundation may pay “reasonable and necessary” administrative expenses—and count them toward its annual distribution requirement—without subjecting the foundation or its managers to a penalty tax. These expenses must be (a) related to the accomplishment of the foundation’s charitable purposes, (b) related to its investments, or (c) payments of... Read More

Where can I find the schedule and registration for the 2021 Virtual Annual Conference?

Our community’s Annual Conference is designed specifically for and by lean funders—those who give with few or no staff. We are a genuine community that supports and inspires each other even through difficult times. Exponent Philanthropy is where you can let your guard down and talk about the challenges and issues affecting the communities and... Read More

Why is a well-crafted investment policy statement vital?

A comprehensive investment policy statement is vital to your foundation sustaining its organizational purpose and achieving its giving goals. The benefits of a well-crafted investment policy statement Strive for an investment policy statement that does more than just checking the box. A valuable IPS goes beyond establishing basic investment guidelines. It delivers other important benefits... Read More