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FOUNDATION OPERATIONS AND MANAGEMENT REPORT Foundation Operations and Management Report. Use this report as a guide when making operational decisions at your foundation with benchmarking data on boards and governance, grantmaking, investments, staff compensation, and more. Based on our annual Operations and Management Survey of foundation members, this unique benchmarking toolgives
KEY INSIGHTS FROM THIS YEAR'S FOUNDATION OPERATIONS ANDSEE MORE ON EXPONENTPHILANTHROPY.ORG VIRTUAL DINE-AROUNDS Virtual Dine-Arounds. August 18, 2021 / 2:00 pm - 3:15 pm ET / Virtual Roundtable. 1:30-2:00 pm – Join us 30 minutes early to get comfortable with the platform. The program will begin at 2:00 pm. If you’ve been to a conference, you’ve likely been to a dine-around, where you gather with peers for lively conversation around a specifictopic
2019 FOUNDATION OPERATIONS AND MANAGEMENT REPORT Let this report guide you in making operational decisions at your foundation with benchmarking data on boards and governance, grantmaking, investments, staff compensation, and more. Based on our annual Operations and Management Survey to our foundation members, this unique benchmarking tool gives powerful insight into the operations of small-staffed foundations in the United States. MAY OUR FOUNDATION GIVE GRANTS TO SUPPORTING ORGANIZATIONS Supporting organizations are 501(c)(3) public charities with a subclassification of 509(a)(3), whose legal structure is formed with a certain relationship with one or more other public charities, the “supported” organization(s). Supporting organizations might be university or hospital foundations; foundations created to support libraries, elementary schools, or other governmental units; or EXPONENT PHILANTHROPY Thank you to all our supporters, especially our platinum level foundation supporters and corporate partners. View Partners TRAVEL AND EXPENSE REIMBURSEMENT POLICY Travel and Expense Reimbursement Policy. Private foundations are permitted to pay for or reimburse ordinary and necessary expenses incurred in carrying out their activities, including the costs of travel by board members. It is important to have in place a written HOW TO KNOW YOU MADE A DIFFERENCE: GRANT IMPACT REPORTS Is my giving really making a difference? That is a question that haunts every giver. Every day individuals and foundations make decisions about where to give. Over a million active U.S. charities provide endless opportunities to support big visions and passionate leaders. The difficult task for those of us screening opportunities ishow to know
EXPONENT PHILANTHROPY A member-led community of lean funders. Where foundation leaders and individual funders learn and inspire one another to make exponential impact. When lean funders are uncertain or feel isolated, Exponent Philanthropy connects them with answers, experts, and peers to create a supportive community of fulfilled, informed, and, ultimately, more 2021 ANNUAL CONFERENCE Mark your calendar and clear your schedule to join your peers for three days of online content and genuine connections. Our community’s Annual Conference is designed specifically for and by lean funders—those who give with few or no staff. We are a genuine community that supports and inspires each other even through difficulttimes.
FOUNDATION OPERATIONS AND MANAGEMENT REPORT Foundation Operations and Management Report. Use this report as a guide when making operational decisions at your foundation with benchmarking data on boards and governance, grantmaking, investments, staff compensation, and more. Based on our annual Operations and Management Survey of foundation members, this unique benchmarking toolgives
KEY INSIGHTS FROM THIS YEAR'S FOUNDATION OPERATIONS ANDSEE MORE ON EXPONENTPHILANTHROPY.ORG VIRTUAL DINE-AROUNDS Virtual Dine-Arounds. August 18, 2021 / 2:00 pm - 3:15 pm ET / Virtual Roundtable. 1:30-2:00 pm – Join us 30 minutes early to get comfortable with the platform. The program will begin at 2:00 pm. If you’ve been to a conference, you’ve likely been to a dine-around, where you gather with peers for lively conversation around a specifictopic
2019 FOUNDATION OPERATIONS AND MANAGEMENT REPORT Let this report guide you in making operational decisions at your foundation with benchmarking data on boards and governance, grantmaking, investments, staff compensation, and more. Based on our annual Operations and Management Survey to our foundation members, this unique benchmarking tool gives powerful insight into the operations of small-staffed foundations in the United States. MAY OUR FOUNDATION GIVE GRANTS TO SUPPORTING ORGANIZATIONS Supporting organizations are 501(c)(3) public charities with a subclassification of 509(a)(3), whose legal structure is formed with a certain relationship with one or more other public charities, the “supported” organization(s). Supporting organizations might be university or hospital foundations; foundations created to support libraries, elementary schools, or other governmental units; or EXPONENT PHILANTHROPY Thank you to all our supporters, especially our platinum level foundation supporters and corporate partners. View Partners TRAVEL AND EXPENSE REIMBURSEMENT POLICY Travel and Expense Reimbursement Policy. Private foundations are permitted to pay for or reimburse ordinary and necessary expenses incurred in carrying out their activities, including the costs of travel by board members. It is important to have in place a written HOW TO KNOW YOU MADE A DIFFERENCE: GRANT IMPACT REPORTS Is my giving really making a difference? That is a question that haunts every giver. Every day individuals and foundations make decisions about where to give. Over a million active U.S. charities provide endless opportunities to support big visions and passionate leaders. The difficult task for those of us screening opportunities ishow to know
2021 ANNUAL CONFERENCE Mark your calendar and clear your schedule to join your peers for three days of online content and genuine connections. Our community’s Annual Conference is designed specifically for and by lean funders—those who give with few or no staff. We are a genuine community that supports and inspires each other even through difficulttimes.
FOUNDATION AND GRANTMAKER RESOURCES This library of resources contains philanthropy insights, best practices, and sample documents designed to futher the impact of foundations and grantmakers.MEMBER BENEFITS
Signature Membership Receive expert information on all aspects of philanthropy—from grantmaking strategies to leadership development—in person, online, and via print publications. Signature members also save money with member-only discounts on resources and services for every aspect of your organization. $765/year See the full benefits of Signature Membership >> SignaturePLUS FOUNDATION’S DEI PROGRESS REFLECTS ITS PLACE-BASED This post originally appeared as a GMA Foundations case study. The Theodore Edson Parker Foundation has a history of prioritizing its commitment to underserved groups in Lowell, Massachusetts, the city in which the foundation was established in 1944. But in order to really effect change and to more closely reflect an evolving and increasinglydiverse
GENERAL OPERATING SUPPORT General operating support, also known as unrestricted or core operating support, invests in a grantee’s mission rather than specific projects or programs.It allows grantees to use funds as they see fit to reach their goals—whether for salaries and overhead, to invest in technology, or to fund a marketing campaign. HENRY BERMAN, AUTHOR AT EXPONENT PHILANTHROPY January 13, 2021 Henry Berman / Investments, Racial Equity. A message from Henry Berman, CEO of Exponent Philanthropy One week ago today, we witnessed an assault on our nation’s Capitol. One week from today, that same Capitol will host the inauguration of our new president. Both events will be defining chapters in tomorrow’s history books. OUR FAMILY FOUNDATION’S APPROACH TO TRUST-BASED PHILANTHROPY “The greatest gift you can give another person is trust,” said one of our grantees. When I started thinking about how to share our experiences with trust-based philanthropy, my first thought was to hear our grantees’ perspectives. This defines our philanthropic philosophy: working collectively to inspire possibility, innovation and sustainable outcomes. CAN A PRIVATE FOUNDATION MAKE A GRANT TO ANOTHER PRIVATE Yes, but there are special requirements for both the grantor and grantee foundation. The following is from our publication Legal Essentials for Private Foundations: “Your foundation may wish to make grants to another private foundation or an organization controlled by your foundation for a charitable purpose. Such a grant will count as a qualifying distribution FOUNDATION BENCHMARKING DEMYSTIFIED Peer benchmarking involves looking at other foundations like your own. Exponent Philanthropy’s annual Foundation Operations and Management Report allows for peer benchmarking, as do resources from GuideStar, Foundation Center, and certain regional associations. Some foundations compile their own community-specific reports. NEW LEGISLATION IMPACTING PRIVATE FOUNDATIONS As we enter the new year and decade, I want to call your attention to an important piece of legislation passed by Congress and signed into law by the President in the closing days of 2019 that has significant implications for those of us in the world of private foundations. The “Further Consolidated Appropriations Act, EXPONENT PHILANTHROPY A member-led community of lean funders. Where foundation leaders and individual funders learn and inspire one another to make exponential impact. When lean funders are uncertain or feel isolated, Exponent Philanthropy connects them with answers, experts, and peers to create a supportive community of fulfilled, informed, and, ultimately, more 2021 ANNUAL CONFERENCE Mark your calendar and clear your schedule to join your peers for three days of online content and genuine connections. Our community’s Annual Conference is designed specifically for and by lean funders—those who give with few or no staff. We are a genuine community that supports and inspires each other even through difficulttimes.
FOUNDATION OPERATIONS AND MANAGEMENT REPORT Foundation Operations and Management Report. Use this report as a guide when making operational decisions at your foundation with benchmarking data on boards and governance, grantmaking, investments, staff compensation, and more. Based on our annual Operations and Management Survey of foundation members, this unique benchmarking toolgives
KEY INSIGHTS FROM THIS YEAR'S FOUNDATION OPERATIONS ANDSEE MORE ON EXPONENTPHILANTHROPY.ORG VIRTUAL DINE-AROUNDS Virtual Dine-Arounds. August 18, 2021 / 2:00 pm - 3:15 pm ET / Virtual Roundtable. 1:30-2:00 pm – Join us 30 minutes early to get comfortable with the platform. The program will begin at 2:00 pm. If you’ve been to a conference, you’ve likely been to a dine-around, where you gather with peers for lively conversation around a specifictopic
CAN A PRIVATE FOUNDATION MAKE A GRANT TO ANOTHER PRIVATE Yes, but there are special requirements for both the grantor and grantee foundation. The following is from our publication Legal Essentials for Private Foundations: “Your foundation may wish to make grants to another private foundation or an organization controlled by your foundation for a charitable purpose. Such a grant will count as a qualifying distribution MAY OUR FOUNDATION GIVE GRANTS TO SUPPORTING ORGANIZATIONS Supporting organizations are 501(c)(3) public charities with a subclassification of 509(a)(3), whose legal structure is formed with a certain relationship with one or more other public charities, the “supported” organization(s). Supporting organizations might be university or hospital foundations; foundations created to support libraries, elementary schools, or other governmental units; or EXPONENT PHILANTHROPY Thank you to all our supporters, especially our platinum level foundation supporters and corporate partners. View Partners TRAVEL AND EXPENSE REIMBURSEMENT POLICY Travel and Expense Reimbursement Policy. Private foundations are permitted to pay for or reimburse ordinary and necessary expenses incurred in carrying out their activities, including the costs of travel by board members. It is important to have in place a written HOW TO KNOW YOU MADE A DIFFERENCE: GRANT IMPACT REPORTS Is my giving really making a difference? That is a question that haunts every giver. Every day individuals and foundations make decisions about where to give. Over a million active U.S. charities provide endless opportunities to support big visions and passionate leaders. The difficult task for those of us screening opportunities ishow to know
EXPONENT PHILANTHROPY A member-led community of lean funders. Where foundation leaders and individual funders learn and inspire one another to make exponential impact. When lean funders are uncertain or feel isolated, Exponent Philanthropy connects them with answers, experts, and peers to create a supportive community of fulfilled, informed, and, ultimately, more 2021 ANNUAL CONFERENCE Mark your calendar and clear your schedule to join your peers for three days of online content and genuine connections. Our community’s Annual Conference is designed specifically for and by lean funders—those who give with few or no staff. We are a genuine community that supports and inspires each other even through difficulttimes.
FOUNDATION OPERATIONS AND MANAGEMENT REPORT Foundation Operations and Management Report. Use this report as a guide when making operational decisions at your foundation with benchmarking data on boards and governance, grantmaking, investments, staff compensation, and more. Based on our annual Operations and Management Survey of foundation members, this unique benchmarking toolgives
KEY INSIGHTS FROM THIS YEAR'S FOUNDATION OPERATIONS ANDSEE MORE ON EXPONENTPHILANTHROPY.ORG VIRTUAL DINE-AROUNDS Virtual Dine-Arounds. August 18, 2021 / 2:00 pm - 3:15 pm ET / Virtual Roundtable. 1:30-2:00 pm – Join us 30 minutes early to get comfortable with the platform. The program will begin at 2:00 pm. If you’ve been to a conference, you’ve likely been to a dine-around, where you gather with peers for lively conversation around a specifictopic
CAN A PRIVATE FOUNDATION MAKE A GRANT TO ANOTHER PRIVATE Yes, but there are special requirements for both the grantor and grantee foundation. The following is from our publication Legal Essentials for Private Foundations: “Your foundation may wish to make grants to another private foundation or an organization controlled by your foundation for a charitable purpose. Such a grant will count as a qualifying distribution MAY OUR FOUNDATION GIVE GRANTS TO SUPPORTING ORGANIZATIONS Supporting organizations are 501(c)(3) public charities with a subclassification of 509(a)(3), whose legal structure is formed with a certain relationship with one or more other public charities, the “supported” organization(s). Supporting organizations might be university or hospital foundations; foundations created to support libraries, elementary schools, or other governmental units; or EXPONENT PHILANTHROPY Thank you to all our supporters, especially our platinum level foundation supporters and corporate partners. View Partners TRAVEL AND EXPENSE REIMBURSEMENT POLICY Travel and Expense Reimbursement Policy. Private foundations are permitted to pay for or reimburse ordinary and necessary expenses incurred in carrying out their activities, including the costs of travel by board members. It is important to have in place a written HOW TO KNOW YOU MADE A DIFFERENCE: GRANT IMPACT REPORTS Is my giving really making a difference? That is a question that haunts every giver. Every day individuals and foundations make decisions about where to give. Over a million active U.S. charities provide endless opportunities to support big visions and passionate leaders. The difficult task for those of us screening opportunities ishow to know
2021 ANNUAL CONFERENCE Mark your calendar and clear your schedule to join your peers for three days of online content and genuine connections. Our community’s Annual Conference is designed specifically for and by lean funders—those who give with few or no staff. We are a genuine community that supports and inspires each other even through difficulttimes.
FOUNDATION AND GRANTMAKER RESOURCES This library of resources contains philanthropy insights, best practices, and sample documents designed to futher the impact of foundations and grantmakers. KEY INSIGHTS FROM THIS YEAR'S FOUNDATION OPERATIONS AND 2020 was difficult for us all. The pandemic changed the nature of work, and how funders interact with their boards, staff and the nonprofits in their communities. Despite these challenges, more than 400 members of the Exponent Philanthropy community participated in the survey informing our 2021 Foundation Operations and Management Report. We thank you—without yourMEMBER BENEFITS
Signature Membership Receive expert information on all aspects of philanthropy—from grantmaking strategies to leadership development—in person, online, and via print publications. Signature members also save money with member-only discounts on resources and services for every aspect of your organization. $765/year See the full benefits of Signature Membership >> SignaturePLUS FOUNDATION’S DEI PROGRESS REFLECTS ITS PLACE-BASED This post originally appeared as a GMA Foundations case study. The Theodore Edson Parker Foundation has a history of prioritizing its commitment to underserved groups in Lowell, Massachusetts, the city in which the foundation was established in 1944. But in order to really effect change and to more closely reflect an evolving and increasinglydiverse
GENERAL OPERATING SUPPORT General operating support, also known as unrestricted or core operating support, invests in a grantee’s mission rather than specific projects or programs.It allows grantees to use funds as they see fit to reach their goals—whether for salaries and overhead, to invest in technology, or to fund a marketing campaign. HENRY BERMAN, AUTHOR AT EXPONENT PHILANTHROPY January 13, 2021 Henry Berman / Investments, Racial Equity. A message from Henry Berman, CEO of Exponent Philanthropy One week ago today, we witnessed an assault on our nation’s Capitol. One week from today, that same Capitol will host the inauguration of our new president. Both events will be defining chapters in tomorrow’s history books. OUR FAMILY FOUNDATION’S APPROACH TO TRUST-BASED PHILANTHROPY “The greatest gift you can give another person is trust,” said one of our grantees. When I started thinking about how to share our experiences with trust-based philanthropy, my first thought was to hear our grantees’ perspectives. This defines our philanthropic philosophy: working collectively to inspire possibility, innovation and sustainable outcomes. FOUNDATION BENCHMARKING DEMYSTIFIED Peer benchmarking involves looking at other foundations like your own. Exponent Philanthropy’s annual Foundation Operations and Management Report allows for peer benchmarking, as do resources from GuideStar, Foundation Center, and certain regional associations. Some foundations compile their own community-specific reports. NEW LEGISLATION IMPACTING PRIVATE FOUNDATIONS As we enter the new year and decade, I want to call your attention to an important piece of legislation passed by Congress and signed into law by the President in the closing days of 2019 that has significant implications for those of us in the world of private foundations. The “Further Consolidated Appropriations Act, EXPONENT PHILANTHROPY A member-led community of lean funders. Where foundation leaders and individual funders learn and inspire one another to make exponential impact. When lean funders are uncertain or feel isolated, Exponent Philanthropy connects them with answers, experts, and peers to create a supportive community of fulfilled, informed, and, ultimately, more LOGIN - EXPONENT PHILANTHROPY Thank you to all our supporters, especially our platinum level foundation supporters and corporate partners. View Partners VIRTUAL DINE-AROUNDS Virtual Dine-Arounds. August 18, 2021 / 2:00 pm - 3:15 pm ET / Virtual Roundtable. 1:30-2:00 pm – Join us 30 minutes early to get comfortable with the platform. The program will begin at 2:00 pm. If you’ve been to a conference, you’ve likely been to a dine-around, where you gather with peers for lively conversation around a specifictopic
KEY INSIGHTS FROM THIS YEAR'S FOUNDATION OPERATIONS ANDSEE MORE ON EXPONENTPHILANTHROPY.ORG FOUNDATION OPERATIONS AND MANAGEMENT REPORT Foundation Operations and Management Report. Use this report as a guide when making operational decisions at your foundation with benchmarking data on boards and governance, grantmaking, investments, staff compensation, and more. Based on our annual Operations and Management Survey of foundation members, this unique benchmarking toolgives
MAY OUR FOUNDATION GIVE GRANTS TO SUPPORTING ORGANIZATIONS Supporting organizations are 501(c)(3) public charities with a subclassification of 509(a)(3), whose legal structure is formed with a certain relationship with one or more other public charities, the “supported” organization(s). Supporting organizations might be university or hospital foundations; foundations created to support libraries, elementary schools, or other governmental units; or EXPONENT PHILANTHROPY Thank you to all our supporters, especially our platinum level foundation supporters and corporate partners. View Partners OUR FAMILY FOUNDATION’S APPROACH TO TRUST-BASED PHILANTHROPY “The greatest gift you can give another person is trust,” said one of our grantees. When I started thinking about how to share our experiences with trust-based philanthropy, my first thought was to hear our grantees’ perspectives. This defines our philanthropic philosophy: working collectively to inspire possibility, innovation and sustainable outcomes. HOW TO KNOW YOU MADE A DIFFERENCE: GRANT IMPACT REPORTS Is my giving really making a difference? That is a question that haunts every giver. Every day individuals and foundations make decisions about where to give. Over a million active U.S. charities provide endless opportunities to support big visions and passionate leaders. The difficult task for those of us screening opportunities ishow to know
HOW DO FOUNDATIONS SET THEIR SPENDING RATES? There are numerous ways to determine the endowment spending rate for a nonprofit. Most nonprofits are familiar with less complex approaches that include spending income, assigning a prespecified percentage of the beginning market value, simply deciding on a spending rate, and using the Internal Revenue Service minimum required payout of 5% for certain private foundations. EXPONENT PHILANTHROPY A member-led community of lean funders. Where foundation leaders and individual funders learn and inspire one another to make exponential impact. When lean funders are uncertain or feel isolated, Exponent Philanthropy connects them with answers, experts, and peers to create a supportive community of fulfilled, informed, and, ultimately, more LOGIN - EXPONENT PHILANTHROPY Thank you to all our supporters, especially our platinum level foundation supporters and corporate partners. View Partners VIRTUAL DINE-AROUNDS Virtual Dine-Arounds. August 18, 2021 / 2:00 pm - 3:15 pm ET / Virtual Roundtable. 1:30-2:00 pm – Join us 30 minutes early to get comfortable with the platform. The program will begin at 2:00 pm. If you’ve been to a conference, you’ve likely been to a dine-around, where you gather with peers for lively conversation around a specifictopic
KEY INSIGHTS FROM THIS YEAR'S FOUNDATION OPERATIONS ANDSEE MORE ON EXPONENTPHILANTHROPY.ORG FOUNDATION OPERATIONS AND MANAGEMENT REPORT Foundation Operations and Management Report. Use this report as a guide when making operational decisions at your foundation with benchmarking data on boards and governance, grantmaking, investments, staff compensation, and more. Based on our annual Operations and Management Survey of foundation members, this unique benchmarking toolgives
MAY OUR FOUNDATION GIVE GRANTS TO SUPPORTING ORGANIZATIONS Supporting organizations are 501(c)(3) public charities with a subclassification of 509(a)(3), whose legal structure is formed with a certain relationship with one or more other public charities, the “supported” organization(s). Supporting organizations might be university or hospital foundations; foundations created to support libraries, elementary schools, or other governmental units; or EXPONENT PHILANTHROPY Thank you to all our supporters, especially our platinum level foundation supporters and corporate partners. View Partners OUR FAMILY FOUNDATION’S APPROACH TO TRUST-BASED PHILANTHROPY “The greatest gift you can give another person is trust,” said one of our grantees. When I started thinking about how to share our experiences with trust-based philanthropy, my first thought was to hear our grantees’ perspectives. This defines our philanthropic philosophy: working collectively to inspire possibility, innovation and sustainable outcomes. HOW TO KNOW YOU MADE A DIFFERENCE: GRANT IMPACT REPORTS Is my giving really making a difference? That is a question that haunts every giver. Every day individuals and foundations make decisions about where to give. Over a million active U.S. charities provide endless opportunities to support big visions and passionate leaders. The difficult task for those of us screening opportunities ishow to know
HOW DO FOUNDATIONS SET THEIR SPENDING RATES? There are numerous ways to determine the endowment spending rate for a nonprofit. Most nonprofits are familiar with less complex approaches that include spending income, assigning a prespecified percentage of the beginning market value, simply deciding on a spending rate, and using the Internal Revenue Service minimum required payout of 5% for certain private foundations. FOUNDATION AND GRANTMAKER RESOURCES This library of resources contains philanthropy insights, best practices, and sample documents designed to futher the impact of foundations and grantmakers.MEMBER BENEFITS
Signature Membership Receive expert information on all aspects of philanthropy—from grantmaking strategies to leadership development—in person, online, and via print publications. Signature members also save money with member-only discounts on resources and services for every aspect of your organization. $765/year See the full benefits of Signature Membership >> SignaturePLUS 2021 ANNUAL CONFERENCE Mark your calendar and clear your schedule to join your peers for three days of online content and genuine connections. Our community’s Annual Conference is designed specifically for and by lean funders—those who give with few or no staff. We are a genuine community that supports and inspires each other even through difficulttimes.
EQUITY AND INCLUSION Equity and Inclusion. At Exponent Philanthropy we have learned that the intentional inclusion of diverse perspectives leads to better decision making, more equitable outcomes, and greater philanthropic impact. This is why we are committed to cultivating a culture that advances these principles and practices within our organization andamong our
VIRTUAL DINE-AROUNDS Virtual Dine-Arounds. August 18, 2021 / 2:00 pm - 3:15 pm ET / Virtual Roundtable. 1:30-2:00 pm – Join us 30 minutes early to get comfortable with the platform. The program will begin at 2:00 pm. If you’ve been to a conference, you’ve likely been to a dine-around, where you gather with peers for lively conversation around a specifictopic
GRANTMAKING FOR EQUITY: ESSENTIAL, FUNDAMENTAL PRACTICES Grantmaking for Equity: Essential, Fundamental Practices. June 26, 2020 Andy Carroll / Grantmaking, Impact and Evaluation. Advancing racial equity requires doing our own work as funders. All lean funders should embrace this set of fundamental practices. Some funders have begun. These actions complement a continual journey of learning about EMBRACING STRATEGIC PLANNING IN LEAN PHILANTHROPY Join Exponent Philanthropy for a 30-minute webinar to discuss our newest primer, Embracing Strategic Planning in Lean Philanthropy. Learn why funders engage in strategic planning, how you can develop a strategic plan of your own, and the lessons lean funders have learned from developing and implementing their own strategic plans. A recording of this program GRANTMAKING BASICS: CREATING GRANT GUIDELINES By communicating openly, you can build good relationships with potential partners from the start—and quickly help others move on to other funders. “It’s important to remember that our success as grantmakers depends on our grantees’ success. If we can improve our processes, we’re contributing to their effectiveness as well as our own.” – Christine Elbel, TRAVEL AND EXPENSE REIMBURSEMENT POLICY Private foundations are permitted to pay for or reimburse ordinary and necessary expenses incurred in carrying out their activities, including the costs of travel by board members. These expenses typically include travel expenses for board meetings or philanthropy conferences, long-distance telephone expenses for conference calls, and expenses incurred while going on site visits (e.g., mileage NEW LEGISLATION IMPACTING PRIVATE FOUNDATIONS As we enter the new year and decade, I want to call your attention to an important piece of legislation passed by Congress and signed into law by the President in the closing days of 2019 that has significant implications for those of us in the world of private foundations. The “Further Consolidated Appropriations Act, EXPONENT PHILANTHROPY When lean funders are uncertain or feel isolated, Exponent Philanthropy connects them with answers, experts, and peers to create a supportive community of fulfilled, informed, and, ultimately, more effective philanthropists.Learn More LOGIN - EXPONENT PHILANTHROPY Thank you to all our supporters, especially our platinum level foundation supporters and corporate partners. View Partners EQUITY AND INCLUSION KEY INSIGHTS FROM THIS YEAR'S FOUNDATION OPERATIONS ANDSEE MORE ON EXPONENTPHILANTHROPY.ORG FOUNDATION BENCHMARKING DEMYSTIFIED Are you uncertain whether your foundation is benchmarking to its fullest advantage? Do you wonder if you should do more? Benchmarking can be a simple, straightforward process. Your foundation can benefit from it with minimal time and effort, and on any budget. Common types of benchmarking include: Best practices benchmarking involves looking at other foundations FOUNDATION OPERATIONS AND MANAGEMENT REPORT Based on our annual Operations and Management Survey of foundation members, this unique benchmarking tool gives powerful insight into the grantmaking and operations of small-staffed foundations in the UnitedStates.
CAN A PRIVATE FOUNDATION MAKE A GRANT TO A GOVERNMENT Yes. Private foundations can fund the charitable activities of government agencies or units of government (e.g., public libraries, fire departments), and can do so without using expenditure responsibility. Your foundation should request a copy of the document (e.g., legislative action) that shows the grantee’s governmental status. Be sure the grant agreement states that the grant HOW TO KNOW YOU MADE A DIFFERENCE: GRANT IMPACT REPORTS Is my giving really making a difference? That is a question that haunts every giver. Every day individuals and foundations make decisions about where to give. Over a million active U.S. charities provide endless opportunities to support big visions and passionate leaders. The difficult task for those of us screening opportunities ishow to know
EXPONENT PHILANTHROPY Thank you to all our supporters, especially our platinum level foundation supporters and corporate partners. View Partners MAY OUR FOUNDATION GIVE GRANTS TO SUPPORTING ORGANIZATIONS Supporting organizations are 501(c)(3) public charities with a subclassification of 509(a)(3), whose legal structure is formed with a certain relationship with one or more other public charities, the “supported” organization(s). Supporting organizations might be university or hospital foundations; foundations created to support libraries, elementary schools, or other governmental units; or EXPONENT PHILANTHROPY When lean funders are uncertain or feel isolated, Exponent Philanthropy connects them with answers, experts, and peers to create a supportive community of fulfilled, informed, and, ultimately, more effective philanthropists.Learn More LOGIN - EXPONENT PHILANTHROPY Thank you to all our supporters, especially our platinum level foundation supporters and corporate partners. View Partners EQUITY AND INCLUSION KEY INSIGHTS FROM THIS YEAR'S FOUNDATION OPERATIONS ANDSEE MORE ON EXPONENTPHILANTHROPY.ORG FOUNDATION BENCHMARKING DEMYSTIFIED Are you uncertain whether your foundation is benchmarking to its fullest advantage? Do you wonder if you should do more? Benchmarking can be a simple, straightforward process. Your foundation can benefit from it with minimal time and effort, and on any budget. Common types of benchmarking include: Best practices benchmarking involves looking at other foundations FOUNDATION OPERATIONS AND MANAGEMENT REPORT Based on our annual Operations and Management Survey of foundation members, this unique benchmarking tool gives powerful insight into the grantmaking and operations of small-staffed foundations in the UnitedStates.
CAN A PRIVATE FOUNDATION MAKE A GRANT TO A GOVERNMENT Yes. Private foundations can fund the charitable activities of government agencies or units of government (e.g., public libraries, fire departments), and can do so without using expenditure responsibility. Your foundation should request a copy of the document (e.g., legislative action) that shows the grantee’s governmental status. Be sure the grant agreement states that the grant HOW TO KNOW YOU MADE A DIFFERENCE: GRANT IMPACT REPORTS Is my giving really making a difference? That is a question that haunts every giver. Every day individuals and foundations make decisions about where to give. Over a million active U.S. charities provide endless opportunities to support big visions and passionate leaders. The difficult task for those of us screening opportunities ishow to know
EXPONENT PHILANTHROPY Thank you to all our supporters, especially our platinum level foundation supporters and corporate partners. View Partners MAY OUR FOUNDATION GIVE GRANTS TO SUPPORTING ORGANIZATIONS Supporting organizations are 501(c)(3) public charities with a subclassification of 509(a)(3), whose legal structure is formed with a certain relationship with one or more other public charities, the “supported” organization(s). Supporting organizations might be university or hospital foundations; foundations created to support libraries, elementary schools, or other governmental units; or PROGRAMS - EXPONENT PHILANTHROPY Join us for an upcoming educational program to meet other funders who give with few or no staff and learn from skilled facilitators who understand your unique style of philanthropy. Instead of an in-person conference, local programs, and day-long seminars this year, Exponent Philanthropy is bringing you content in many virtual formats in ourcontinued
LOGIN - EXPONENT PHILANTHROPY Thank you to all our supporters, especially our platinum level foundation supporters and corporate partners. View Partners FOUNDATION AND GRANTMAKER RESOURCES This library of resources contains philanthropy insights, best practices, and sample documents designed to futher the impact of foundations and grantmakers. 2021 ANNUAL CONFERENCE Mark your calendar and clear your schedule to join your peers for three days of online content and genuine connections. Our community’s Annual Conference is designed specifically for and by lean funders—those who give with few or no staff. We are a genuine community that supports and inspires each other even through difficulttimes.
VIRTUAL DINE-AROUNDS If you’ve been to a conference, you’ve likely been to a dine-around, where you gather with peers for lively conversation around a specific topic or theme. For this version, you’ll still gather around a (virtual) table in small groups on a specific topic or theme. The topic list will grow over the coming weeks but EQUITY AND INCLUSION The Board endorses and supports the staff of Exponent Philanthropy as they continue to develop knowledge and command of a racial equity framework to support not only our internal policies and practices, but also to inform our members, through focused attention on equity, diversity and inclusion. GRANTMAKING BASICS: CREATING GRANT GUIDELINES By communicating openly, you can build good relationships with potential partners from the start—and quickly help others move on to other funders. “It’s important to remember that our success as grantmakers depends on our grantees’ success. If we can improve our processes, we’re contributing to their effectiveness as well as our own.” – Christine Elbel, CAN A PRIVATE FOUNDATION MAKE A GRANT TO A GOVERNMENT Yes. Private foundations can fund the charitable activities of government agencies or units of government (e.g., public libraries, fire departments), and can do so without using expenditure responsibility. Your foundation should request a copy of the document (e.g., legislative action) that shows the grantee’s governmental status. Be sure the grant agreement states that the grant 2019 FOUNDATION OPERATIONS AND MANAGEMENT REPORT Let this report guide you in making operational decisions at your foundation with benchmarking data on boards and governance, grantmaking, investments, staff compensation, and more. Based on our annual Operations and Management Survey to our foundation members, this unique benchmarking tool gives powerful insight into the operations of small-staffed foundations in the United States. CAN A PRIVATE FOUNDATION MAKE A GRANT TO ANOTHER PRIVATE Yes, but there are special requirements for both the grantor and grantee foundation. The following is from our publication Legal Essentials for Private Foundations: “Your foundation may wish to make grants to another private foundation or an organization controlled by your foundation for a charitable purpose. Such a grant will count as a qualifying distributionSkip to content
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A MEMBER-LED COMMUNITY OF LEAN FUNDERS. Where foundation leaders and individual funders learn and inspire one another to make an exponential impact. Learn More About Our Community WHEN LEAN FUNDERS ARE UNCERTAIN ABOUT WHAT’S RIGHT OR BEST, LOOKING FOR NEW IDEAS, OR FEELING ALONE IN MAKING DECISIONS, here is where they connect with answers, experts, and peers to create a community of fulfilled, and, ultimately, more effective philanthropists. LearnMore
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Exponent Philanthropy programs are designed specifically for funders with few or no staff, and are led by skilled facilitators who understand your unique style of philanthropy.View Our Programs
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COVID-19 FUNDER RESPONSEMay 22 2020
Every Friday in the coming weeks, Exponent Philanthropy will host a live discussion for all lean funders to connect around response to the COVID-19 pandemic.... Learn More JOIN NOW to connect with a powerful network of funders and gainbest-practices.
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