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What’s Your “Type”? Complex New Regulations Highlight Importance of Supporting Organization Classification

For funders, especially private foundations, the federal tax rules governing supporting organizations can be important. Grants by private foundations to certain types of supporting organizations are subject to expenditure responsibility and may not be counted toward the private foundation’s annual 5% minimum distribution requirement. The complexity of the rules governing supporting organizations, updated on February... Read More

Impact Investing: A Foundation’s 15-Year Journey to Catalytic and Direct Investments

This post is an excerpt from the complimentary resource Essentials of Impact Investing: A Guide for Small-Staffed Foundations, created by Exponent Philanthropy and partners Mission Investors Exchange and Arabella Advisors. Want to align your investments with your mission? Download your copy >> By Jesse Fink, The Fink Family Foundation When my wife, Betsy, and I formed the Betsy and Jesse Fink Foundation [now... Read More

Ready to ACT? 3 Steps to Effective Foundation Communications

An effective communications strategy can amplify a foundation’s impact by lifting up the successes of its grantees and other partners, elevating the causes that matter most to the organization, and connecting ideas, people, and resources around a common purpose. Every foundation, regardless of size, can reap the rewards of integrating a strategic communications approach into... Read More