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Sample Document
Strategic Plan Sample

This document provides an example of how the Ball Brothers Foundation tracks its progress towards its strategic objectives. This matrix provides a picture of one of the foundation’s goals and just one of the objectives and action items. *** We thank the Ball Brothers Foundation for these sample resources. Read More

Sample Document
Engaging the Next Gen

A group of Exponent Philanthropy members interested in engaging the next gen worked on a shared document during a virtual roundtable program to compile ideas on ways for engagement. This sample document is a compilation of the ideas. Read More

Webinar Recording
Busting Perceptions: Investing for Mission and Market-Rate Returns

Mission-aligned investing is about putting the “other” 95% to work through the markets and toward your foundation’s mission. Many foundation board and staff think that adhering to fiduciary duty means not being able to take advantage of this mission-alignment, with a perception that this way of investing can’t achieve market-rate returns. The latest data from... Read More