Resources

The Best of Both Worlds: Using Private Foundations and Donor Advised Funds

This guide is for professional advisors whose clients want to formalize their charitable giving through a giving vehicle such as a Donor Advised Fund (DAF) or a private foundation. Experienced professional advisors know that helping clients find the best giving vehicle available for them creates a win-win situation. The clients will be happier with a vehicle that is a... Read More

Investments Collection

This bundle of four primers offers valuable information to the person who oversees your foundation’s investments. These primers include: Getting It Done: The Who and How of Small Foundation Investing Creating a Strategy and Plan for Your Foundation’s Investing: Developing and Using an Investment Policy Statement (IPS) Mission Investing for Small Foundations Leveraging Your Assets... 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

Getting to Impact Discussion Guide #6: Why Evaluation is a Key Component in Increasing Your Impact

This discussion guide helps you understand why evaluation is critical to increasing your foundation’s impact and that evaluation is possible—even if small. Your foundation can use this guide to explore: Why to evaluate. The benefits of evaluation. Evaluation and cost-efficiency. The guide also features relevant Exponent Philanthropy primers and resources for your use. 10 pages Read More

Getting to Impact Discussion Guide #4: Finding Success Through a Clear Vision and Road Map

This discussion guide offers a simple framework for moving your foundation from having a focus to defining a vision of success and, ultimately, implementing a thoughtful strategy to realize that vision. In this guide, you’ll find information, case studies, and discussion questions that will help your foundation: Develop your strategy. Outline your path to impact.... Read More