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How Can Lean Funders Proactively Advance Racial Equity? Don’t Go It Alone

In recent years, efforts to incorporate antiracism into philanthropic work have surged. But what does this mean for lean funders who may not have the capacity to launch major initiatives? At Brady Education Foundation, we focus on addressing disparities in educational opportunities associated with race, ethnicity, and family income. Our mission is clearly aligned with... Read More

Protecting Your Lean Foundation from Cyber Threats: A Vital Investment

As a lean foundation with limited staff, the thought of dealing with cybersecurity threats can be daunting. However, the reality is that cyber-attacks pose a significant risk to organizations of all sizes, and lean foundations are no exception. In fact, your lean operations and limited resources may make your foundation an even more appealing target... Read More

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Foundations 101 Virtual Seminar: Investment Management Oversight

For those running a foundation, it’s important to understand the board’s fiduciary duties and how to manage investment work, whether or not you’re working with an investment advisor. Learn how the investment policy statement serves as a guide and hear about financial tools that extend your grantmaking in this module of the Foundations 101 virtual... Read More

Setting Up a Small Foundation Office

As the manager of a new foundation, setting up the foundation’s administration might seem daunting. This Exponent Philanthropy primer will help you determine what administration model will work best for your foundation, and, if you decide your foundation needs a formal office, this article will help you establish basic office systems so your foundation can... Read More

2019 Foundation Operations and Management Report

Let this report guide you in 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 to our foundation members, this unique benchmarking tool gives powerful insight into the operations of small-staffed foundations in the United States. What are they... Read More

Peer Coaching Guide

Peer coaching is a unique opportunity to build stronger connections with other lean funders. Through peer coaching, you’ll gain insights to elevate your individual and collective work in philanthropy. Use this guide to help you prepare, process and reflect upon your experiences during peer coaching. Exponent Philanthropy thanks Jen Lachman of Lachman Consulting for her... Read More