Resources

Results for:   Type: “Private Foundations”  

Working With Community Foundations: A Guide for Small Foundations

With so much interest in giving to their communities, it makes sense that many small foundations work with local community foundations to achieve their charitable goals. This primer describes how your small foundation can work with a community foundation to fulfill your mission and goals. It highlights how community foundations can help you: Expand your... Read More

Legal Essentials for Small Foundations

Managing a foundation is fantastic work. However, foundation management also requires complying with a myriad of laws that oversee grantmaking, investment strategies, public disclosures, and more. This primer summarizes some of the most important laws related to managing a foundation. It covers legal issues related to the following topics: Grantmaking Operations and administration Investments It... Read More

Getting to Impact Through Planning

All foundation leaders have one thing in common: the desire to make a difference. But achieving impact requires good planning, intentional work, and a drive to keep learning and improving. This primer will help you undertake a thoughtful planning process that answers two important questions: What do we want to accomplish with our limited resources,... Read More

Teen Philanthropy Café

This series introduces young people to strategic, thoughtful philanthropy, and inspires them toward giving with impact. Families and adults who work with youth can use these guides to facilitate peer discussions and fun activities around giving. On the menu Order a full-color, printed set of these readers. This project is a partnership of Exponent Philanthropy and... Read More

Leveraging Your Assets With Loans and Other Program-Related Investments

For small foundations, program-related investments (PRIs) can offer an effective way to leverage the impact of limited assets. This primer can be helpful if you want to learn about PRIs, are ready to make your first PRI, or want to refine your PRI process and are looking for some tips. Reading this primer will help... Read More

Grantee and Applicant Perception Survey

There’s no question: listening to your community is a key factor in good grantmaking. This survey offers your foundation a structured opportunity to learn from your grantees and applicants, identify areas of strength and opportunities for improvement, and set up your board and staff for productive conversations that increase your foundation’s effectiveness. Here’s what you... Read More