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List of Products (70)

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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.

Format:  Print/Tangible

Price

NonMember - $99.00

Members - $59.00

Discover how small foundations are using simple evaluation to measure and enhance impact.

Format:  Electronic

Price

NonMember - $15.00

Organization Member,Professional Member,Individual Member,Guest - $0.00

Learn what documents to keep — and for how long.

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member - $0.00

NonMember - $15.00

A step-by-step guide to making your first PRI, with examples of PRIs from small foundations.

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member - $0.00

Guest,NonMember - $15.00

An "A to Z" overview of everything you need to start a private foundation - from choosing the structure, to filing with federal and state agencies, to operating within the law.

Format:  Print/Tangible

Price

Guest,NonMember - $15.00

Organization Member,Professional Member,Individual Member - $10.00

Learn about a standard, uniform system of financial reporting that any private foundation can use as a model.

Format:  Print/Tangible

Price

Organization Member,Professional Member,Individual Member - $10.00

Guest,NonMember - $15.00

A step-by-step guide to making your first PRI, with examples of PRIs from small foundations.

Format:  Print/Tangible

Price

Organization Member,Professional Member,Individual Member - $10.00

Guest,NonMember - $15.00

Leverage your foundation's resources with legally permissible advocacy activities.

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member - $0.00

NonMember - $15.00

Know the self-dealing rules, and understand how to avoid common pitfalls.

Format:  Electronic

Price

NonMember - $15.00

Organization Member,Professional Member,Individual Member - $0.00

An "A to Z" overview of everything you need to start a private foundation - from choosing the structure, to filing with federal and state agencies, to operating within the law.

Format:  Electronic

Price

Organization Member,Professional Member,Guest,NonMember - $0.00

Lay the groundwork for smooth operations at your foundation.

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member - $0.00

NonMember - $15.00

Set a course for managing your foundation's assets.

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member - $0.00

NonMember - $30.00

Set a course for managing your foundation's assets.

Format:  Print/Tangible

Price

Organization Member,Professional Member,Individual Member - $20.00

NonMember - $30.00

Policies guide your foundation in its daily operations and steer the board as it works to fulfill the foundation’s mission. This primer walks you through policies that can help you: operate more efficiently, align daily operations with your mission, fulfill your legal and ethical responsibilities, increase transparency, and orient new board members.

Format:  Print/Tangible

Price

NonMember - $15.00

Members - $10.00

Know the self-dealing rules - and understand how to avoid common pitfalls.

Format:  Print/Tangible

Price

Organization Member,Professional Member,Individual Member - $10.00

Guest,NonMember - $15.00

Get a solid overview to operate legally and know what further questions to ask legal and tax counsel. This information can save you hundreds of dollars in fees — even if you're an advisor!

Format:  Print/Tangible

Price

NonMember - $15.00

Members - $10.00

Learn about a standard, uniform system of financial reporting that any private foundation can use as a model.

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member - $0.00

Guest,NonMember - $15.00

Legal requirements of private foundations in a language you can understand.

Format:  Electronic

Price

Guest,NonMember - $15.00

Organization Member,Professional Member,Individual Member - $0.00

What kind of board do you need - and how can you find the right people to help you with your goals?

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member - $0.00

NonMember - $15.00

Learn how to work with a community foundation to fulfill your foundation's mission and goals.

Format:  Electronic

Price

NonMember - $15.00

Organization Member,Professional Member,Individual Member - $0.00

Learn what documents to keep — and for how long.

Format:  Print/Tangible

Price

Organization Member,Professional Member,Individual Member - $10.00

NonMember - $15.00

This resource will help you communicate your story — your legacy — across generations.

Format:  Print/Tangible

Price

Guest,NonMember - $30.00

Organization Member,Professional Member,Individual Member - $25.00

INSTANT DOWNLOAD: Understand the laws associated with the Form 990-PF and get tips for correct filing. This primer is for CPAs preparing the Form 990-PF, foundation officers signing it, professionals responsible for bookkeeping, or trustees wanting to better understand their foundation’s Form 990-PF.

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member - $0.00

NonMember - $50.00

Manage and oversee your foundation's investment goals.

Format:  Print/Tangible

Price

Organization Member,Professional Member,Individual Member - $20.00

NonMember - $30.00

Learn the major ways to communicate effectively throughout the grantmaking process.

Format:  Print/Tangible

Price

Organization Member,Professional Member,Individual Member - $10.00

NonMember - $15.00

Learn about the challenges faced by nonprofit leaders, and discover a range of ways to offer training and help.

Format:  Print/Tangible

Price

Organization Member,Professional Member,Individual Member - $10.00

Guest,NonMember - $15.00

Understand the laws associated with the Form 990-PF and get tips for correct filing. This primer is for CPAs preparing the Form 990-PF, foundation officers signing it, professionals responsible for bookkeeping, or trustees wanting to better understand their foundation’s Form 990-PF.

Format:  Print/Tangible

Price

Organization Member,Professional Member,Individual Member - $30.00

NonMember - $50.00

Learn about the challenges faced by nonprofit leaders, and discover a range of ways to offer training and help.

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member - $0.00

NonMember - $15.00

Learn how your foundation can work with a community foundation.

Format:  Print/Tangible

Price

Organization Member,Professional Member,Individual Member - $10.00

NonMember - $15.00

Leverage your foundation's resources with advocacy activities.

Format:  Print/Tangible

Price

Organization Member,Professional Member,Individual Member - $10.00

NonMember - $15.00

What kind of board do you need — and how can you find the right people to help you with your goals?

Format:  Print/Tangible

Price

Organization Member,Professional Member,Individual Member - $10.00

NonMember - $15.00

Do you think evaluation is only for large foundations? Not anymore. Discover how small foundations are using simple evaluation to measure and enhance impact.

Format:  Print/Tangible

Price

NonMember - $15.00

Members - $10.00

Learn the major ways to communicate effectively throughout the grantmaking process.

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member - $0.00

NonMember - $15.00

Learn how to manage and oversee your foundation's investment goals.

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member - $0.00

NonMember - $30.00

Beyond dollars, small foundations hold unique assets such as deep knowledge of community needs, ability to focus over time, reputation as community institutions, and creativity of board members and staff. Learn about 20 ways Exponent Philanthropy members use the full range of foundation assets for the benefit of their mission, goals, or community.

Format:  Print/Tangible

Price

NonMember - $15.00

Members - $10.00

Get energized and inspired by the power of small foundations.

Format:  Electronic

Price

Guest,NonMember - $15.00

Organization Member,Professional Member,Individual Member - $0.00

Our board self-assessment package is the only tool designed for all types of grantmaking foundations with few or no staff. Like all Exponent Philanthropy resources, it's clear, practical, and easy to use. Available exclusively to members. Members must log in to add to cart. Not a member?

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member - $500.00

A single collection for anyone who oversees your foundation's investments.

Format:  Print/Tangible

Price

Organization Member,Professional Member,Individual Member - $54.00

Guest,NonMember - $74.00

Learn how DAFs and private foundations can be used in tandem.

Format:  Electronic

Price

Guest,NonMember - $15.00

Organization Member,Professional Member,Individual Member - $0.00

For professional advisors whose clients want to learn more about private foundations or Donor Advised Funds (DAF).

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member,Guest,NonMember - $0.00

Learn how DAFs and private foundations can be used in tandem.

Format:  Print/Tangible

Price

Guest,NonMember - $15.00

Organization Member,Professional Member,Individual Member - $10.00

Use simple evaluation to increase your foundation’s impact

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member - $0.00

Guest,NonMember - $15.00

Use simple evaluation to increase your foundation’s impact.

Format:  Print/Tangible

Price

Organization Member,Professional Member,Individual Member - $10.00

Guest,NonMember - $15.00

Use planning as a fundamental step in getting to impact.

Format:  Print/Tangible

Price

Organization Member,Professional Member,Individual Member - $10.00

Guest,NonMember - $15.00

Use planning as a fundamental step in getting to impact.

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member - $0.00

Guest,NonMember - $15.00

Is your foundation board looking for ways to improve its work together or jump-start a conversation about underlying challenges? Designed especially for foundations with few or no staff, the Practical Board Self-Assessment is a comprehensive, flexible, and easy-to-use tool to catalyze thoughtful and insightful conversations, strengthen your board’s work, and amplify your philanthropy’s impact.

Format:  Electronic

Price

NonMember - $1995.00

Members Only - $1495.00

Help your board approach a self-assessment thoughtfully so the assessment is positive, productive, and even fun for everyone involved.

Format:  Electronic

Price

Guest,NonMember - $15.00

Organization Member,Professional Member,Individual Member - $0.00

A complimentary issue of our quarterly publication, Essentials.

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member,Guest,NonMember - $0.00

We all want to have impact—or, in simpler terms, make a real difference. How do we get there? This simple tool will give you a framework for discussing impact; help you identify areas of strength and opportunities for increasing your impact; and give you tips and resources to strengthen specific areas in your journey toward greater impact.

Format:  Electronic

Price

Members/NonMembers - $0.00

Understand the giving options available to you. This quick guide provides you with a full list of options, a framework for selecting the right one(s) for you, and questions to prepare you for a meeting with an advisor.

Format:  Electronic

Price

Members/NonMembers - $0.00

List your services in this national directory of advisors for small-staffed philanthropy which has become one of the highest-rated services Exponent Philanthropy provides to members and others in the philanthropic field.

Format:  Electronic

Price

Per Listing - $250.00

Explore key considerations and decision points for starting a giving circle.

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member,Guest,NonMember - $0.00

Explore the key elements of giving circles.

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member,Guest,NonMember - $0.00

Learn about donor advised funds and why you might consider one.

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member,Guest,NonMember - $0.00

Explore how to work with and through networks to achieve more with your giving.

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member,Guest,NonMember - $0.00

Find an overview of issues to weigh at each stage of the hiring process.

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member - $0.00

Guest,NonMember - $30.00

Find an overview of issues to weigh at each stage of the hiring process.

Format:  Print/Tangible

Price

Guest,NonMember - $30.00

Organization Member,Professional Member,Individual Member - $10.00

Benchmark the salaries and benefits of your foundation's staff.

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member,Guest - $0.00

Outsized Impact 2014 | Annual commentary on philanthropy with few or no staff. In this first-of-its-kind report, read about trends shaping philanthropy with few or no staff and its outsized impact on the world.

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member,Guest,NonMember - $0.00

Seven teen-oriented readers in a "Teen Philanthropy Café" series designed to educate and engage teens and young adults, and the adults who guide the way.

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member,Guest,NonMember - $0.00

Seven teen-oriented readers in a "Teen Philanthropy Café" series designed to educate and engage teens and young adults, and the adults who guide the way. | Listen to How to Engage Youth in Philanthropy in Meaningful, Fun Ways the webinar that launched the series.

Format:  Print/Tangible

Price

NonMember - $20.00

Members - $10.00

Philanthropists with few or no staff use this annual report to benchmark base salaries by region, gender, experience, and asset size. Data include information on health insurance premiums, retirement contributions, paid leave, and more. | Join today to receive this stand-alone publication as a member at no additional cost.

Format:  Electronic

Price

Members Only - $0.00

Leadership in philanthropy doesn’t depend on authority. How are individuals, families, and foundations serving as catalysts and changemakers, or preparing for this role?

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member - $0.00

Outsized Impact 2015 | Our annual report illustrating the power of individual, family, and small-staffed foundation donors, including funder stories and commentary from field leaders.

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member,Guest,NonMember - $0.00

Updated for 2016! Gain the baseline knowledge to operate your foundation smoothly and effectively.  

Foundation members receive one complimentary copy upon joining Exponent Philanthropy. Join today!

Format:  Print/Tangible

Price

Nonmembers - $69.00

Members - $39.00

The 2016 edition of our flagship report includes more than 60 pages of mission-critical statistics about member foundations’ boards & governance, investments, administration, and grantmaking.

Members: Login to access the digital version of the report.

Members may request a complimentary print copy (one per organization or individual member) by info@exponentphilanthropy.org or 202-580-6560*.

*One complimentary copy per organization or individual member.

Additional print copies are available for purchase to members and non-members here.

Format:  Electronic

Price

Organization Member,Professional Member,Individual Member - $0.00

The 2016 edition of our flagship report includes more than 60 pages of mission-critical statistics about member foundations’ boards & governance, investments, administration, and grantmaking.

Members may access the digital version here.

Members may request a complimentary print copy (one per organization or individual member) by contacting us at info@exponentphilanthropy.org or 202-580-6560.

Format:  Print/Tangible

Price

Guest,NonMember - $395.00

Organization Member,Professional Member,Individual Member - $95.00

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.

This guide was produced in partnership with The Philanthropic Initiative.

Print versions are available for purchase.

Format:  Electronic

Price

Members/NonMembers - $0.00

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.

Download free PDF

This guide was produced in partnership with The Philanthropic Initiative.

Format:  Print/Tangible

Price

Guest,NonMember - $30.00

Organization Member,Professional Member,Individual Member - $10.00

Find out what it’s like to be on your grantees’ side of the table. The Grantee and Applicant Perception Survey will solicit extensive and anonymous feedback from your foundation’s grantees and applicants about working with your foundation. This straightforward and comprehensive tool will help you understand what your foundation can do to reinforce existing strengths as well as improve your interactions with grantees and applicants.

Format:  Electronic

Price

NonMember - $1995.00

Organization Member,Professional Member,Individual Member - $1495.00

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