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Philanthropy Lessons: The Power Dynamic

Funders must be aware of the power dynamic that exists between those who give away money and those who rely on philanthropic gifts, be empathetic to it, and be supportive. When we acknowledge this dynamic, bring grantees into the conversation, and build authentic, trusting relationships, we increase the opportunity to create meaningful impact together. In the newest video in our Philanthropy Lessons series and campaign, learn how to work well with grantees and hear how relationship building can help funders manage the power dynamic.





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Ramping Up Your Foundation: Key Considerations for Planning and Managing a Significant Increase in Giving

This guide is designed to help foundations thoughtfully and responsibly plan for a significant ramp up in giving and/or adjust to a sudden infusion of assets. Drawing on the experiences of a number of foundations that have undergone this transition, the primer addresses key considerations for foundation leadership in the areas of governance, staffing and operations, grantmaking and evaluation, investments, and tax and legal arenas.





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Philanthropy Lessons: The Many Forms of Evaluation

Evaluating impact can involve diverse data points, from tangible measures such as people served and dollars spent to less concrete aspects including lessons learned and challenges faced. Effective philanthropists embrace evaluation, understanding its dynamic and complex nature.









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Top Resources for Philanthropists with Few or No Staff

By: Exponent Philanthropy  Across the country, tens of thousands of foundations, giving circle members, donor advised fund holders, and individual donors are intentionally keeping their operations lean and their ears to the ground. These “lean” funders seek to nimbly maneuver their dollars, skills, and influence to achieve the most good. At Exponent Philanthropy, we’re dedicated to serving funders who choose to give big with few or no staff. We’re pleased to share the following top resources from our shop and trusted colleague organizations. Get up to speed If you are new to philanthropy or in need of a refresher, turn Read more







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Getting to Impact Through Evaluation

This primer introduces you to simple, straightforward evaluation from start to finish so you can: Set the stage for evaluation at your foundation. Create a road map for your giving that will help you target an evaluation. Understand five key steps of evaluation: targeting, asking, tracking, learning, and using. Know where to turn for support when evaluating your work. Get started on the road toward even greater impact.





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Investing in Nonprofit Leaders

Strong leaders play an essential role in the success of nonprofit organizations, and as funders, your accomplishments hinge on theirs. By taking steps to support nonprofit leaders, you can bolster the organizations you trust, support the issues you care most about, and further your mission in a meaningful way. Includes: Why focus on leadership? Obstacles to strong, successful leaders Seeing your grantees clearly: tools and tips Grantmaking to support leadership





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Keeping Good Records: Small Foundations’ Guide to Staying Organized

Discover how to organize, archive, and protect your important documents. Includes: The costs of recordkeeping — in money and time; what to keep and for how long; advice on establishing a records management system and records retention policy; how recordkeeping can help you fulfill your mission and program; audits; what records you must share with the public.





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The Trustee Handbook

Find detailed guidance on small foundation governance, grantmaking, tax and legal issues, and financial oversight and investments. Our most comprehensive resource for every trustee and board member. Includes: Updates on recent laws affecting small foundations; Sample documents to save you time and money; The requisite information for an effective trustee — all in one place.