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Webinar Recording
Covered Call Writing, An Alternative Investment Strategy

Foundations can no longer rely on fixed income investments to generate strong returns with low risk. As returns on fixed income have declined, many foundations have taken on more risk (via equity investments) to fill the earnings gap. What if there is a way for your foundation to generate investment income without changing your risk... Read More

Two Tools I Plan to Add to My Toolbox

Until he retired, my friend Chet was a junior high school shop teacher. I remember visiting his classroom and seeing the walls lined with tools. “For every job there is a tool,” he said. Having done my share of home repair over the years, I know how true that is. As a funder, I’ve also... Read More

Join Our Fundraising Efforts

Dear fellow member, As grantmakers, we regularly face tough decisions about which nonprofits to support. We all want to be good stewards of our philanthropic assets, and there are always more worthy requests than we are able to act upon. To make these hard choices, we weigh how the organization’s mission aligns with our priorities.... Read More

Corporate Partners

We gratefully acknowledge the support of programs and services for small-staffed foundations and philanthropists provided by our corporate partners. For information about partnership opportunities, contact Akeembra Lawrence, Manager of Corporate and Foundation Relations, at akeembra@exponentphilanthropy.org. Platinum Level Sustaining Partners Foundant Technologies provides the powerful online Grant Lifecycle Manager (GLM) system, and leads the industry in... Read More

Selecting Investment Advisors

Matthew Wright, president and chief investment officer of Disciplina Group, describes three types of investment options for foundations: Investment consultants, who help trustees establish and implement a decision-making structure for investment management Outsourced chief investment officer (OCIO) firms, which act as the investment office on a daily basis for the foundation and typically has discretion... Read More

Preparing to Invest for Impact

For many years, small-staffed foundations have been at the heart of the impact investing movement, joining with—and, at times, leading—larger philanthropies. Small-staffed foundations tend to be more agile than their larger, staffed counterparts and also may have greater knowledge of the needs in certain issue areas and geographies. They are better positioned than larger foundations... Read More