Resource Search Results - Exponent Philanthropy

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Thinking Critically While Investing Responsibly

Responsible investing is at the heart of how philanthropy can further systemic changes needed in our economy, society and environment. Forward-thinking foundations and families have invested this way for years, but it’s becoming more mainstream.  A growing number of philanthropic organizations and individuals see investments as a way to expand impact beyond grantmaking. Mirror the... Read More

Targeting Racial Disparities in Child Welfare

The Sauer Family Foundation invests in strengthening the well-being of children so they thrive in their families and communities in Minnesota. After the events at George Floyd Square unfolded not far from our office and home, we decided there is no better time to bring a larger influx of our resources to bear for children... Read More

Filing Your IRS Form 990-PF with Confidence

Every year, IRS Form 990-PFs are filed with inaccuracies and mistakes that can be costly to a foundation’s wallet and reputation. Private foundations that don’t have the in-house technology to meet this requirement may seek assistance from tax advisors to avoid these errors. One such example is that starting with the 2020 tax year, Form... Read More

Actionable Ways To Add Diversity to Your Foundation Board and Staff

“Philanthropy relies on the amassed wealth of families and institutions that have benefited from systemic racism. As a result, the institution has a power imbalance in where funds go and what organizations and initiatives receive support,” said Maya Pendleton and Juanita Gallion of The Center for the Study of Social Policy in an Exponent Philanthropy... Read More

Convince Your Board to Pursue Greater Impact

If we’re not actively pursuing real impact with everything we’ve got, we’re simply processing paper and redistributing assets. Why settle for that when we can see and participate in real change? —Emily Hull-Parsons, The William McCaskey Chapman & Adaline Dinsmore Chapman Foundation I bet you’re convinced that your foundation can accomplish more with its giving,... Read More

The Fiduciary Standard in Investment Management—Why Is It So Important?

Financial advisors who work with investment committees of foundations, endowments, and other philanthropic entities find the fiduciary standard an important component of their work. But many are actually not fiduciaries. In fact, the Dodd–Frank legislation of 2010 required the SEC to study the fiduciary standard, because there is a good deal of confusion among investors... Read More