Complimentary for Exponent Philanthropy members | $75 non-members Join us for an insightful webinar designed for foundation leaders, board members, and staff seeking to align their investment strategy with their charitable mission. In this session, we’ll explore: Strategies for mission-aligned investing Review and outline a strong investment policy statement Discussion on long-term returns on asset... Read More
Investments: Managing Foundation Assets for Greater Impact Imagine a foundation with $10 million in assets. To meet the 5% distribution requirement, it must allocate $500,000 annually. While foundations carefully manage their grant distributions, what happens to the remaining $9.5 million? This section explores how foundations manage investments, including oversight responsibilities and key fiduciary principles. Smart... Read More
Grantmaking Strategy: Maximizing Your Foundation’s Impact Grantmaking is the culmination of your foundation’s efforts and defines its impact. A strong grantmaking strategy starts with clear goals and well-structured requirements for grantees, making grant management smoother and funding more effective. However, successful grantmaking goes beyond just distributing funds—it involves deeper engagement. Understanding nonprofit financials helps assess... Read More
Building a Strong Foundation Board: A Guide A well-run foundation starts with a strong board, no matter its legal structure. As a board member, you shape policies, set expectations, and ensure good governance. This guide covers essential topics, including: Onboarding new members Understanding key legal responsibilities Differentiating between board and advisory committees Navigating leadership transitions... Read More
Each year, Exponent Philanthropy surveys lean foundations from across the country to identify trends, challenges, and opportunities in philanthropy. The 2025 Foundation Operations & Management Report (FOMR) provides essential benchmarking data on leadership, governance, grantmaking, and investments, helping funders make informed decisions to maximize their impact. This year’s findings highlight evolving leadership approaches, increased flexible... Read More
Recent executive orders and policy shifts have created uncertainty across the nonprofit sector, leaving many organizations grappling with potential funding cuts and operational disruptions. While some orders have been rescinded, new challenges and changes will continue to emerge in the weeks and months ahead. In times like these, philanthropy plays a critical role in providing... Read More