Families Archives - Page 2 of 18 - Exponent Philanthropy

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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

Social Impact Culture: Three Strategies to Help Your Family Foundation Connect With the Next Generation

How does today’s social impact culture affect the way you engage your children and grandchildren in your family’s philanthropy? That’s a question many trustees of America’s 42,000 family foundations are asking themselves as they look more closely at strategies to fulfill community passions, conduct responsible grantmaking, and inspire a philanthropic legacy for the next generation.... Read More

The Grandparent Legacy Project

Many founders assume that their predecessors will consider their insights ancient history. But the truth is, the stories they share can powerfully convey a legacy. Developed with our valued partners at 21/64, The Grandparent Legacy Project is an oral history tool designed to help grandparents share their stories, and legacies, across generations. This toolkit includes:... Read More

Getting to Impact Discussion Guide #8: Making Evaluation Manageable and Meaningful

This discussion guide walks you through one foundation’s process of engaging in evaluation. Although this foundation is fictitious, it represents many small funders across the country. Using this guide, you’ll explore how this foundation: Engages in a strategic planning process. Keeps evaluation manageable. Learns and improves. The guide also features relevant Exponent Philanthropy resources as... Read More