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How to Avoid Self-Dealing

Self-dealing rules, which prevent foundations from entering into a broad range of dealings with foundation insiders, were developed to ensure foundation assets are only used for charitable purposes. However, these complex rules can be violated without foundation staff members even knowing it. This primer will: Help you know the rules, so you can avoid breaking... Read More

Protecting Your Small Foundation With Insurance

While managing a small foundation is rewarding, it can also have its risks. This primer can help you assess your foundation’s risks and educate you about insurance as it relates to your organization’s good governance and good management. It covers the following topics: Key insurance policies for nonprofit foundations Shopping for insurance Risk management Protecting... 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

Twenty Ways to Make a Difference: Stories From Small Foundations

Beyond dollars, small foundations hold unique assets that benefit your mission, program focus, or community. These include: Deep knowledge of community needs Ability to focus over time Ability to act quickly Reputation as community institutions Creativity and insight of board members and staff This primer features 20 strategies that draw upon these assets to make... Read More

Policymaking Made Clear: Eleven Foundation Policies Your Board Should Consider

Your foundation needs policies in order to operate. Yet, the word policy can send some board members running. This primer walks you through 11 policies your foundation should consider and offers tools to empower your board as it works to fulfill the foundation’s mission. The policy topics covered in this primer include: Attending fundraisers Board... Read More

Getting to Impact Discussion Guide #7: What Evaluation Is and Isn’t

This discussion guide helps you define evaluation and its value in measuring your foundation’s impact. The guide highlights how evaluation can help you: Improve your work through learning. Become more effective. Assess your work in a way that’s grounded in your foundation’s priorities and values. Gather information and shed light on one issue at a... Read More