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Results for:   Type: “Individual Donors”  

The Best of Both Worlds: Using Private Foundations and Donor Advised Funds

This guide is for professional advisors whose clients want to formalize their charitable giving through a giving vehicle such as a Donor Advised Fund (DAF) or a private foundation. Experienced professional advisors know that helping clients find the best giving vehicle available for them creates a win-win situation. The clients will be happier with a vehicle that is a... Read More

Grantee and Applicant Perception Survey

Partner with Exponent Philanthropy to learn how your grantees and applicants feel about your relationship and grant process. 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.  Survey themes include: Understanding your goals and strategies Application, due diligence, reporting, and... Read More

Investments Collection

This bundle of four primers has valuable information about overseeing 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) Essentials of Impact Investing: A Guide for Small Staffed Foundations Leveraging... 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