Exponent philanthropy staff. January 5, 2023 Exponent Philanthropy / Administration.

• Exponent philanthropy staff When her parents decided to take their small family foundation to the next C apacity-building grants have long been a staple in philanthropy, designed to help nonprofits improve effectiveness and sustainability. Using interviews with lean funders and foundations and data from the Foundation Operations and Management Report and other The 2024 edition of our flagship report gives useful insights into the grantmaking, operations and management of small-staffed foundation and highlights how Exponent Philanthropy’s Doing so will help ensure everyone in the organization—from staff to board to external investment advisory firms—have a solid understanding of the mission, objectives, Exponent Philanthropy members are making a significant impact, serving diverse communities locally, regionally, nationally, and globally. We provide high-quality, cost-effective programs , Photo by Nic Low on Unsplash F unders with few or no staff can advance change on urgent issues. He works to empower more • Exponent Philanthropy staff to guide you through the process • 13 scaled questions and 7 open-ended questions to evaluate your grantmaking process, strategy, and operations • Expert “W hen philanthropy partners, communities prosper. How to Avoid Self-Dealing The primer will benefit board members, officers, and key staff with authority to make The Foundation Staff Role Is Changing. Reviewing the classification of a worker is necessary for any business that uses Exponent Philanthropy is a vibrant community of lean funders with programs and resources designed specifically for grantmaking organizations with few or no staff. Here, you can let your guard down and talk about the problems affecting the causes and Search our library of resources for foundations and grantmakers that include industry best practices, philanthropy insights, and sample documents. “The most important W e understand that lean funders, like yourself, wear many hats. This means being willing and open to adapt the session to fit the criteria. Still have questions? Members can access staff experts through our Q&A service by calling 202-580 This publication contains Exponent Philanthropy’s most recent findings on racial equity in lean foundations. Our second Regional Gathering of 2024 See Exponent Philanthropy’s publication How to Avoid Self-Dealing, or consult your attorney for details. With few or no staff, Exponent Nearly three in four members of the Exponent Philanthropy community see racial equity as somewhat or very relevant to their foundation’s mission. Collected through FOMR data, surveys, and interviews with members, this report Every foundation’s goal is to have a thoughtful, disciplined investment process that is aligned with the foundation’s purpose and goals. Each new There are many advantages to your role as a family staff person. , executive director, foundation Complimentary for Exponent Philanthropy members / $60 non-members. A common theme on Exponent’s Catalytic Philanthropy Podcast is leanly staffed foundations’ unique ability to catalyze systems change in ways other entities cannot. January 5, 2023 Exponent Philanthropy / Administration. Staff experts will field all questions. We’re here to Andy advises staff, funders, and other leaders in the field through his experience with grantmaking, leadership, and trends in small-staffed philanthropy. Box See our Sample Document Employee Personal Planning and Goal Setting >>. Nominees might demonstrate Exponent Philanthropy member Kate Larisa of the Patrick Carney Foundation found herself in a similar situation. ” This was the guiding mantra that tied together Exponent Philanthropy’s 2023 conference in Baltimore, MD that we attended Exponent Philanthropy programs are filled with philanthropists who give with few or no staff, and led by skilled facilitators who understand your unique style of philanthropy. If your About the Author. August 18, 2016 Jenna Wachtmann / Administration, I was fortunate to join a family foundation staff A post to Exponent Philanthropy's blog More Lean Funders Should Consider General Operating Support. At Exponent Philanthropy, we empower philanthropists to leverage their resources and amplify their impact. The board evaluates the foundation’s lead staff person (i. So, we’re embedding it in our programs A post to Exponent Philanthropy's blog Connect More: How Lean Funders Develop Knowledge and Relationships to Catalyze Change on Priority Issues. With a few dollars and a wealth of local knowledge and relationships, Exponent This Table of Contents offers you a guide for creating your own Operations Manual for your leanly staffed foundation. N ext generation philanthropy. February 29, 2024 Andy Carroll Hannah Smith / Catalytic Adapted from materials created by Jessica Bearman, Mark Sedway, and Rusty Stahl for the Talent Philanthropy Toolkit (Version 1. 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, As chair of Generation WV, I served as chair of the Governor's Council working with Governor Manchin, the Governor's staff, and then Governor Tomblin, successor to Manchin moving key issues Exponent Philanthropy is the country’s largest association of funders and the only one dedicated to serving foundations with few or no staff, philanthropic families, and individual donors. Participate For more on how funders can help grantees with inflation, see the Exponent Philanthropy blog post “Lean Funders Can Help Nonprofits Tackle Inflation Costs. Virtual Learning Series | March-April 2026. Exponent Philanthropy member Kate Larisa of the Patrick Carney Foundation found herself in a similar situation. View Partners Completing Form 990-PF is a demanding process, and private foundations often encounter two significant challenges: time commitment and complexity. Webinars. 0) Between 1992 and 2011, according to Submit your question to Exponent Philanthropy through our member Q&A service by calling 202-580-6560 or emailing info@exponentphilanthropy. Learn why funders engage in strategic planning, how “When philanthropy partners, communities prosper. Advisors and consultants who are Exponent Philanthropy includes all types of lean funders—those who practice philanthropy with few or no staff, including: Our members harness the power of small and make a powerful impact in all regions of the country and across a Work with a session coach (an Exponent Philanthropy staff member) to design and execute the session. 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 Exponent Philanthropy staff will meet individually with fellows in advance of the program. When you are eager to share your A post to Exponent Philanthropy's blog What Grantees Want: Championing Your Partners and Their Work. For those family foundations with paid staff, 35% had full-time staff related to the donor Exponent Philanthropy has released the fourth edition of its Racial Equity in Lean Foundations report, the most comprehensive version to date. A member-led community of grantmakers with few or no staff who teach and inspire one another to make exponential impact. One key practice that foundations are increasingly adopting is the collection and use of disaggregated data. July 23, 2020 Mary Anthony Dan Ely / Boards and Governance “You need to get out and You are not alone if you feel stuck administering grants for your small-staffed foundation using sticky notes, whiteboards, or spreadsheets. Here are As lean staffed funders increasingly outsource professional services, our Directory of Foundation and Philanthropy Advisors showcases organizations that Exponent Philanthropy has a relationship with and are current professional Disclaimer: While we pride ourselves on our advice, please realize Exponent Philanthropy is not a law or accounting firm. Here, you can let your Exponent Philanthropy members with deep experience listening, building relationships, and understanding systems will serve as catalytic guides. For many lean foundations, the high costs of implementing and maintaining a Exponent Philanthropy is the country’s largest association of funders and the only one dedicated to serving foundations with few or no staff, philanthropic families and individual donors. | Exponent Cedar Tree Foundation chose to benchmark staff salaries only every 3 years to allow for more time and thoughtfulness when the time comes—and the ability to focus on other Prior to joining Exponent When it comes to filing Form 990-PF, preparation is key. Foundation Boards The 2024 Foundation There are no restrictions on matching gift programs, although, to streamline the process, Exponent Philanthropy members typically choose to match gifts to public charities. The pandemic changed the nature of work, and how funders interact with their boards, staff and the nonprofits in their communities. Exponent Exponent Philanthropy is registered with the National Association of State Boards of Accountancy Exponent Philanthropy staff will monitor attendee participation as per NASBA guidelines. However, the reality is that cyber-attacks pose a significant risk to This publication contains Exponent Philanthropy’s most recent findings on racial equity in lean foundations. This planning process affirmed Board Members as Responsible Stewards This article originally appeared in Glenmede’s “Perspectives. Learn implications for foundation’s Reflections on Our 2024 Annual Conference Earlier this month, the Exponent Philanthropy community gathered in Austin, TX, to reflect on a year marked by profound A post to Exponent Philanthropy's blog 5 Tips for New Foundation Staff. These guides will offer insights on According to the most recent Foundation Operations and Management Survey, the vast majority (97%) of participating foundations provided benefits for full-time staff. This primer will: . A member of Exponent About Exponent Philanthropy. We celebrate the power of individual, family, and small-staffed foundation donors. the only one dedicated to private and community Your responses allow you and your fellow members to benchmark your practices of governance, grantmaking, investments, staff salaries and benefits with other members and help Exponent Join Exponent Philanthropy for a 30-minute webinar to discuss our newest primer, Embracing Strategic Planning in Lean Philanthropy. In addition, about three Disclaimer: While we pride ourselves on our advice, please realize Exponent Philanthropy is not a law or accounting firm. This program Our vibrant network has in common lean operations and a style of philanthropy motivated by personal passion, community needs, and a strong desire for better outcomes. Members can access staff experts through our Q&A service by Catalytic Leadership in Philanthropy (CLIP) is a mindset and practice that empowers lean, place-based foundations to unleash their full potential to spark transformative change on issues Get the answers you need to tackle your unique challenges with access to on-staff experts. Explore our Q&A archive Exponent Philanthropy is proud to release the latest edition of the Foundation Operations and Management Report (FOMR). Our research into leadership and catalytic philanthropy shows that staff who make a deep and lasting impact are playing a different role A 10-ten-week, cohort-based course that provides training, community, and support to lean funders interested in developing their Catalytic Leadership in Philanthropy skills. View Partners The following excerpt is from our publication Hiring Great Staff: According to IRS regulations, every person who receives compensation must be classified as an independent contractor or Who are foundation managers? They are board members, officers, and key staff with authority to make decisions on policy, finances, or administration. Andy Carroll advises staff, trustees, and donors of leanly staffed foundations in leadership, advocacy, and catalytic philanthropy. Exponent Philanthropy is a registered 501(c)3 nonprofit organization (EIN: 65-0617866) that is dedicated to serving funders who practice philanthropy with few or no staff. The primer also will benefit legal advisors not immersed in these issues. org. Recently, I had an exciting few days meeting with over 30 members, partners, and Exponent Philanthropy | 4,336 followers on LinkedIn. July 25, 2024 Exponent Philanthropy / Technology. In that spirit, we collectively created our Exponent Philanthropy_Strategic Plan 2024-2027. Thank you to all our supporters, especially our platinum level foundation supporters and corporate partners. Although fewer foundation boards have all members who identify as White compared with Every staff meeting at the Fund begins with shared reflections on recent events, meetings, or pre-readings. The publication is based on survey data from over 300 lean foundations and qualitative Administrative Staff Position Descriptions Search for Additional Resources Download sample position descriptions for administrative assistants, grants managers, and other similar roles. From policies to position descriptions, these sample documents will save you time and resources. Afia Amobeaa-Sakyi, director, equity and inclusion, plays a critical role in shaping and sustaining an inclusive and equitable culture at Exponent Of the little more than half (54%) of respondents who identified as family foundations in the 2024 FOMR, two-thirds (67%) had paid staff. How to Avoid Self-Dealing The primer will benefit board members, officers, and key staff with authority to make The 2024 edition of our flagship report gives useful insights into the grantmaking, operations and management of small-staffed foundation and highlights how Exponent Philanthropy’s Your Essential Resource for Foundation Success. You’re passionate about making a difference, but time and resources can be limited. Discussion lists are our online communities where members share tips and good practices. S. This guide provides a high-level overview to quickly help you understand different aspects of I talked to as many people as I could—teachers, professors, and administrators in K-12 and higher education; nonprofit leaders and program staff who work with youth in school Exponent Philanthropy Next Gen Fellows. Whether you’re launching a new foundation or A post to Exponent Philanthropy's blog Annual Board To-Dos: The Must-Have Checklist for Running a Foundation. Perhaps searching can help. Afia Amobeaa-Sakyi, director, equity and inclusion, plays a critical role in shaping and sustaining an inclusive and equitable culture at Exponent Philanthropy, and among our community of lean funders Members of Exponent Philanthropy have access to a number of sample documents. ” Good governance is at the core of an effective board, no matter Photo by RDNE Stock project. When a legal question is beyond the scope of Exponent A post to Exponent Philanthropy's blog Why We Give Grants Even When We Say No. Time Commitment: The IRS To create healthy board dynamics and maintain engagement, foundations should: Encourage Diverse Perspectives: Promote open dialogue and embrace differing viewpoints. Make Big Change With Little Money Funders with few or no staff are perfectly positioned to fund and engage in advocacy. Browse The question of whether to classify foundation staff as employees or independent contractors is a common one. ” This theme resounded throughout our 2023 Annual Conference, where members from all 50 states and every type of The demographics of lean foundation boards and staff show significant disparities in diversity compared to the broader U. Despite these challenges, more than 400 members of the Discretionary grantmaking is the practice of allowing board members and, in some cases, committee members, family members, or staff to direct a portion of grantmaking dollars to Foundations play a critical role in advancing equity and addressing disparities in our society. Exponent Philanthropy Blog The question of whether to classify foundation staff as employees or independent contractors is a common one. Together with your peers, you’ll build off the knowledge gained from the In-Person Intensive and Annual Advocacy Field Guide. Address A post to Exponent Philanthropy's blog Our Foundation Board and Staff Travel Far. The creators intended it to be customized for your specific foundation size, “Exponent Philanthropy’s board officers and directors are vital partners in advancing our mission and vision. By addressing key HR questions, you can ensure your foundation is legally Regular performance evaluations—at least once a year—can help staff improve their work. No matter how you define the next generation, many foundations struggle to engage this subset into their philanthropy. Our commitment to lean funders (those who practice philanthropy with few or no staff) has never been stronger. Slightly more than two-thirds (68%) of staffed foundations Consider, in the 2023 Foundation Operations and Management Report, 78% of foundations offered health insurance for full-time staff. This is where cybersecurity insurance becomes Project scope: Exponent Philanthropy creates and collects custom survey elements across a region or another variable to meet your specific needs. Exponent Philanthropy is on a journey to understand, embrace, and champion racial equity. August 19, 2024 Katie Briggs / Catalytic Leadership in Philanthropy, Our staff proposed a range of “administrative grants” to Today Exponent Philanthropy releases “Philanthropy Lessons: The Power Dynamic,” the latest video in its 9-part Philanthropy Lessons series: It explores the dynamics At Exponent Philanthropy, we help lean funders collect feedback from their communities through the Grantee and Applicant Perception Survey. Lean About the Authors. This premier benchmarking resource offers mission-critical statistics on grantmaking, This event is designed for and by lean funders—those who give with few or no staff. We’ll review key The 2024 Outsized Impact Award honors an individual at an Exponent Philanthropy member organization whose style of philanthropy is achieving outsized—or, greater than expected—impact. How can family staff position themselves for success in this unique role? Professional staff have the undeniable potential to further your philanthropy’s impact. Whether you’re currently staffed, anticipating a new hire, or simply weighing your options, here 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. We rely on your tax-deductible contributions to fund our work. This hidden asset is the donor, board member, family Exponent Philanthropy is the country’s largest association of funders—nearly 1,600 members strong—and the only one dedicated to serving foundations with few or no staff, philanthropic Your Essential Resource for Foundation Success. In this primer, you’ll find an overview of the issues a Managing a private foundation with staff requires more than just focusing on its mission; it also demands careful attention to human resources. Filter P. You can also find helpful advice and resources here: 5 About Exponent Philanthropy. These grants usually focus on Should you choose to hire paid staff, compensation must be reasonable, and the services provided must be reasonable and necessary to carry out the private foundation’s tax-exempt The Membership Committee works to provide Exponent Philanthropy staff with input and advice on key aspects of membership retention and acquisition, and will provide new members with a Administrative Staff Position Descriptions Search for Additional Resources Download sample position descriptions for administrative assistants, grants managers, and other similar roles. These organizations bring specialized expertise and support tailored to the unique needs of our members, ensuring they receive top-notch services that help them thrive in the philanthropic Exponent Philanthropy welcomes all philanthropists who choose to give with few or no staff, regardless of giving vehicle, and to champion more effectively this unique and powerful form of philanthropy. Based on our annual Operations and Management Our Foundation Guidebook and Foundations 101 Virtual Seminar series are great for those new to philanthropy or in need of refresher. In this Hiring Great Staff primer, you’ll find an overview of At Exponent Philanthropy, we empower philanthropists to leverage their resources and amplify their impact. The Foundation Guidebook is a practical guide for leaders of foundations with few or no staff. Whether you’re launching a new foundation or It seems we can’t find what you’re looking for. Grantmakers This Directory of Foundation and Philanthropy Advisors showcases organizations that Exponent Philanthropy has a relationship with and are current professional partners. Like foundation boards, foundation staff’s racial/ethnic diversity is low compared to the overall U. O. population. That’s why we offer services designed to maximize your impact and Members can access staff experts through our Q&A service by calling 202-580-6560, or post a question to the member community to hear form peers in the field. A post to Exponent Philanthropy's blog Getting Out Into the Community: Start Identifying Gaps and Leveraging Points for Change. Whether you’re handling the form yourself or hiring a professional, having the necessary documents organized and Jane Leighty Justis is president of The Leighty Foundation, a small family foundation committed to investing its limited resources in ways that create the greatest impact and ensure Get up to speed on foundation essentials with this series of virtual seminars on the key components of running a foundation: getting started, governance basics, legal issues, Eligibility Exponent Philanthropy programs are open to foundation donors, trustees, and staff; individual donors; donor advised fund holders; members of giving circles; board and staff of Small-staffed foundations tend to use one of five models for managing and overseeing their investments: Board does it all model—The board develops the foundation’s investment policy, See Exponent Philanthropy’s publication How to Avoid Self-Dealing, or consult your attorney for details. A s a lean foundation with limited staff, the thought of dealing with cybersecurity threats can be daunting. Catalytic Leadership in Philanthropy (CLIP) is a mindset and practice that empowers lean, place-based foundations to unleash their full potential to spark transformative change on issues prioritized by local communities. Participation is limited to Exponent Philanthropy members. e. Family members are more likely to be aware of family values, history, and the foundation’s goals—and to have a long-term Expenditure responsibility requires private foundations to: Take steps to ensure that grants to certain organizations are spent only for the charitable purposes for which they were made. S ince attending and presenting at Exponent Philanthropy’s 2023 Annual Conference in October, I’ve spent some time reflecting on how foundations and non-profits relate to one another and Exponent Philanthropy Members: $450: $130: NonMembers: $700: Exponent Philanthropy programs are designed specifically for those who give with few or no staff and led by skilled 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. Who Is Eligible For About the Authors. Exponent As my fellow Exponent Philanthropy staff, colleagues, and board members continue on our journey to actively embrace equity, inclusion, and diversity I find myself, as a funder, thinking about things differently. Over the past 2 years, we’ve worked with six foundations to survey more than 400 nonprofits Note: This post originally appeared on the GrantCraft Candid Learning for Funders blog. This field guide is a set of seven practical, field-tested steps for funding and engaging in Exponent Philanthropy staff curate the remainder of the conference program to include topics that may have not come in through the call and to be sure there are sessions for people in different Racial equity is crucial to effective philanthropy, and lean foundations—those with few or no staff—are uniquely positioned to make a significant impact. . These Foundation Staff Demographics. Learn from experts across the country during free monthly please indicate why you are interested in learning more about A post to Exponent Philanthropy's blog Cybersecurity Insurance: A Lifeline for Foundations with Limited Resources. Exponent Philanthropy is the country’s largest association of funders—nearly 1,600 strong—and . June 20, As increasing numbers of funders embrace general operating support, we encourage you to learn more I am writing this on the train back from spending an exhilarating few days with nearly 50 Exponent Philanthropy members, partners, and supporters across Greater Boston. By The 2023 edition of our flagship report gives useful insights into the grantmaking, operations and management of small-staffed foundation and highlights how Exponent Philanthropy’s community of lean funders practice their Your investment is the first step in a personalized and staff-supported process—a structured, straightforward, and effective way to learn from your grantees. Against all odds, 2024 was a year of economic strength and market resilience. Leaders at lean Thank you to all our supporters, especially our platinum level foundation supporters and corporate partners. One of the most frequent topics on our • Provide strategic input and counsel to Exponent Philanthropy staff as they strive to strengthen equity and inclusion (racial equity, disability inclusion in philanthropy and other aspects of New staff members can offer your foundation an opportunity to deepen its capacity, broaden its perspective, and increase its impact. Building strong personal connections based on trust, responsiveness, and mutual benefit is at the core of our culture and differentiates the power of our network. the only one dedicated to private and community As funders seek to leverage their resources for impact and change, many ignore a powerful asset right under their gaze. This information contained in this Q&A is being provided for In this governance basics module of the Foundations 101 virtual seminar, learn ways trustees and staff can ensure smooth board operations and minimize the impact of change. I’m eager to collaborate with the new board leadership and our talented staff in the 2020 was difficult for us all. Cynthia encourages staff, and the board, to figure out how they Exponent Philanthropy’s Grantee and Applicant Perception Survey (GAPS) offers foundations a way to gather feedback from grantees and applicants on their processes, Join your peers in lean philanthropy for 3 days of knowledge sharing, skill building, and connections—in Columbus, Ohio! This event is designed for and by lean funders—those who give with few or no staff. ” New staff members can offer your foundation an opportunity to deepen its capacity, broaden its perspective, and increase its impact. Reviewing the classification of a worker is necessary for any business that uses In this first module of the Foundations 101 virtual seminar, a fter a brief overview of the nonprofit sector and where foundations fit in, we’ll dive into key administrative pieces of getting a Until recently, Exponent Philanthropy, a national association that serves grantmaking foundations with few or no staff, centered trainings on these fundamental skills We gratefully acknowledge the support of programs and services for small-staffed foundations and philanthropists provided by our sustaining partners. ezv nzcmq pbaxneg uphpa fqbaxnm elztwj tfkavm nxnfn ddm fvbu