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
We all want to make an impact, or in simpler terms, make a real difference. This desire often leads foundations to ask themselves: “Could we make a bigger difference?” But with limited time, it can be challenging to figure out how to get there. This simple tool offers your organization a framework that you can... Read More
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
As a foundation, your success hinges on the success of your nonprofit grantees. And strong leaders play an essential role in the success of nonprofit organizations. This primer explores how your foundation can support emerging leaders in the nonprofit sector. In it, you will: Learn about the obstacles to recruiting and retaining leaders in the... Read More
Illustrating the power of individual, family, and small-staffed foundation donors We are pleased to share with you our annual report, Outsized Impact 2016, which showcases many of our 2016 accomplishments and illustrates the power of small-staffed foundations, philanthropic families, and individual donors. We invite you to read these stories, share them with others, and embrace the... Read More
Private foundations are a great way to give. And many foundations use multiple giving vehicles to accomplish their charitable goals. One of these vehicles is donor advised funds (DAFs). This primer looks at how DAFs work and how your foundation can use DAFs to further its philanthropic goals. It covers: How DAFs differ from private... Read More