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Foundation Operations and Management Report

Use this report as a guide when 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 of foundation members, this unique benchmarking tool gives powerful insight into the grantmaking and operations of small-staffed foundations in the United States,... 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

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

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

How Small and Place-Based Foundations and Donors Can Make Big Change With Little Money Funders with few or no staff are perfectly positioned to fund and engage in advocacy. Smaller funders have deep ties to their communities, can act quickly to respond to emerging opportunities, and can focus in a laser-like way. Donors and trustees... Read More