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Foundation Operations and Management Report

This resource – the only one of its kind for foundations operating with few or no staff – offers key industry benchmarks, along with data on the evolution of lean foundations. Based on our annual survey of foundation members, this report offers critical insight into the grantmaking, operations, and management of foundations with few or... Read More

Racial Equity in Lean Foundations

Closing the Gap Between Intention and Impact Collected through FOMR data, surveys, and interviews with members, this report centers on the relevance of racial equity to our members’ mission, as well as their board and staff demographics. We also describe how racial equity relates to good governance, grantmaking, and investment practices. Why Racial Equity in... Read More

Essentials
Fall 2021: All About the Board

Our highly rated quarterly publication for members provides a wealth of information and inspiration in one easy read. In this issue: Expectations of Foundation Board Members Board Demographics in Leanly Staffed Foundations Making Your Board More Equitable Requires an Intentional Transformation Beyond Governance: Training Foundation Board Members for Leadership The Benefits of Trustee Diversity Best... Read More

Webinar Recording
Embracing Strategic Planning in Lean Philanthropy

Join Exponent Philanthropy for a 30-minute webinar to discuss our newest primer, Embracing Strategic Planning in Lean Philanthropy. Learn why funders engage in strategic planning, how you can develop a strategic plan of your own, and the lessons lean funders have learned from developing and implementing their own strategic plans. Read More

Webinar Recording
Activating the S in ESG Investing

While environmental and governance factors in ESG investing are well-defined, the magnitude of social factors can leave foundations unsure of where to focus their efforts. Join us for guidance on how to address and measure social factors in your portfolio. We’ll touch on subjects such as equity and inclusion, access to quality employment, community investment... Read More

Advocacy Field Guide
for Lean Funders

Some of the most effective foundations engaged in policy and advocacy in the United States are small, place-based foundations. By focusing deeply, developing insight into their issue, leveraging reputation and relationships, and working with persistence, these funders are achieving extraordinary impact and a high return on their investment. Why We Designed This Guide We designed... Read More