Whatever your family’s goals for its giving, these tools and practices can help along the way. Working with consultants Beyond tax, legal, and investment matters, consultants can help your family in a variety of areas, including: Strategic planning, such as crafting a mission statement or planning for evaluation Board development, such as creating policies or... Read More
Role for our purposes is not your position as president or committee chair; rather, it is how you choose to behave to match the needs of a situation. Everyone holds multiple roles, adopting them almost without thinking. For example, parents play an impressive list of roles in situations with their children: confidante, disciplinarian, advocate, chauffeur.... Read More
As one 20-something involved in her family’s philanthropy shared: [It] has given me the perspective that doing good can really be a lifestyle and not just a one- or two-time event. I think that, once you catch the bug of doing good for the world, it doesn’t just stop with philanthropy. It molds the way... Read More
The manager, a Baby Boomer, wants to schedule a meeting where she can sit across the table from her employees and discuss the latest project. Her longtime staff member from the World War II generation is ready to go, looking to share stories about what used to work well for the company. Her Millennial employees,... Read More
There truly is nothing mysterious or glamorous about convening: It simply means gathering a group of people around a clear, common purpose. Yet, many consider this straightforward tool to be a funder’s most underrated one. Some Exponent Philanthropy members doubt they have the expertise. However, with the freedom and flexibility to make things happen fast, small-staffed funders... Read More
A leadership succession plan is a written document—approved by the board and easily available to board members—that identifies the process by which leadership will be assumed when key organizational leaders depart, whether the departure is planned or unplanned, permanent or temporary. A succession plan is an essential and critical source of guidance, and an expression... Read More