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Philanthropy Lessons

Philanthropy Lessons is a video series and campaign produced by Exponent Philanthropy, funded by the Fund for Shared Insight, and released in partnership with The Chronicle of Philanthropy. Together, to help others be more effective and efficient in creating the change they want to see in the world, we are sharing words of wisdom from some of our industry’s most inspirational funders about what they have learned throughout their philanthropic careers. We invite funders to share your philanthropy lessons as we work to increase openness in the field and accelerate effective philanthropy  





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The Foundation Guidebook

Updated for 2016. Gain the baseline knowledge to operate your foundation smoothly and effectively. Chapter 1: Designed with Purpose: Mission Chapter 2: Architects of the Plan: Board of Directors Chapter 3: Building to Code: Tax and Legal Issues Chapter 4: Laying the Groundwork: Investments Chapter 5: Putting the Structure in Place: Administration Chapter 6: Putting Out the Welcome Mat: Grantmaking Foundation members receive one complimentary copy upon joining Exponent Philanthropy. Join today!





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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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Ramping Up Your Foundation

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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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.