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List of Products (76)

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Gain the baseline knowledge to operate your foundation smoothly and effectively.  

 

Format:  Electronic

Price

NonMember Price: - $73.00

Member Price: - $43.00

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 Price - $105.00

Member Price: - $65.00

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

Format:  Electronic

Price

NonMember Price: - $15.00

Member Price: - $0.00

Learn what documents to keep — and for how long.

Format:  Electronic

Price

Member Price: - $0.00

NonMember Price: - $15.00

Format:  Electronic

Price

Member Price: - $0.00

NonMember Price: - $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

NonMember Price: - $18.00

Member Price: - $13.00

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

Format:  Print/Tangible

Price

Member Price: - $13.00

NonMember Price: - $18.00

Format:  Print/Tangible

Price

Member Price: - $13.00

NonMember Price: - $18.00

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

Format:  Electronic

Price

Member Price: - $0.00

NonMember Price: - $15.00

Find out how to accomplish one of the most central foundation tasks without getting lost in paper.

Format:  Electronic

Price

Member Price: - $0.00

NonMember Price: - $15.00

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

Format:  Electronic

Price

NonMember Price: - $15.00

Member Price: - $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

Member Price: - $0.00

NonMember Price: - $15.00

Lay the groundwork for smooth operations at your foundation.

Format:  Electronic

Price

Member Price: - $0.00

NonMember Price: - $15.00

Set a course for managing your foundation's assets.

Format:  Electronic

Price

Member Price: - $0.00

NonMember Price: - $30.00

Set a course for managing your foundation's assets.

Format:  Print/Tangible

Price

Member Price: - $23.00

NonMember Price: - $33.00

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 Price: - $18.00

Member Price: - $13.00

Learn how to plan and implement an orientation for your board members.

Format:  Electronic

Price

Member Price: - $0.00

NonMember Price: - $15.00

Wondering about insurance options for your small foundation?

Format:  Electronic

Price

Member Price: - $0.00

NonMember Price: - $15.00

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

Format:  Print/Tangible

Price

Member Price: - $13.00

NonMember Price: - $18.00

Walk through the strategy choices, tasks, and legal steps of closing shop.

Format:  Electronic

Price

Member Price: - $0.00

NonMember Price: - $15.00

Format:  Print/Tangible

Price

NonMember Price: - $18.00

Member Price: - $13.00

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

Format:  Electronic

Price

Member Price: - $0.00

NonMember Price: - $15.00

Learn about the complex legal rules associated with closing shop, so you can plan an efficient and smooth transition.

Format:  Print/Tangible

Price

Member Price: - $13.00

NonMember Price: - $18.00

Format:  Electronic

Price

NonMember Price: - $15.00

Member Price: - $0.00

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

Format:  Electronic

Price

NonMember Price: - $15.00

Member Price: - $0.00

Learn what documents to keep — and for how long.

Format:  Print/Tangible

Price

Member Price: - $13.00

NonMember Price: - $18.00

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

Format:  Print/Tangible

Price

NonMember Price: - $33.00

NonMember Price: - $28.00

Learn how to plan and implement an orientation for your board members.

Format:  Print/Tangible

Price

Member Price: - $13.00

NonMember Price: - $18.00

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

Member Price: - $0.00

NonMember Price: - $50.00

Manage and oversee your foundation's investment goals.

Format:  Print/Tangible

Price

Member Price: - $23.00

NonMember Price: - $33.00

Accomplish one of the most central foundation tasks without getting lost in paper.

Format:  Print/Tangible

Price

NonMember Price: - $18.00

NonMember Price: - $13.00

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

Format:  Print/Tangible

Price

Member Price: - $13.00

NonMember Price: - $18.00

Format:  Print/Tangible

Price

NonMember Price: - $18.00

Member Price: - $13.00

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

Member Price: - $33.00

NonMember Price: - $53.00

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

Format:  Electronic

Price

Member Price: - $0.00

NonMember Price: - $15.00

Wondering about insurance options for your small foundation?

Format:  Print/Tangible

Price

Member Price: - $13.00

NonMember Price: - $18.00

Learn how your foundation can work with a community foundation.

Format:  Print/Tangible

Price

Member Price: - $13.00

NonMember Price: - $18.00

Leverage your foundation's resources with advocacy activities.

Format:  Print/Tangible

Price

Member Price: - $13.00

NonMember Price: - $18.00

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 Price: - $18.00

Member Price: - $13.00

Format:  Electronic

Price

Member Price: - $0.00

NonMember Price: - $15.00

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

Format:  Electronic

Price

Member Price: - $0.00

NonMember Price: - $30.00

Beyond dollars, small foundations hold unique assets that benefit your mission, program focus, or community.

Format:  Print/Tangible

Price

NonMember Price: - $18.00

Member Price: - $13.00

Get energized and inspired by the power of small foundations.

Format:  Electronic

Price

NonMember Price: - $15.00

Member Price: - $0.00

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

Format:  Print/Tangible

Price

Member Price: - $57.00

NonMember Price: - $77.00

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

Format:  Electronic

Price

NonMember Price: - $15.00

Member Price: - $0.00

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

Format:  Electronic

Price

Price: - $0.00

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

Format:  Print/Tangible

Price

NonMember Price: - $18.00

Member Price: - $13.00

Use simple evaluation to increase your foundation’s impact

Format:  Electronic

Price

Member Price: - $0.00

NonMember Price: - $15.00

Use simple evaluation to increase your foundation’s impact.

Format:  Print/Tangible

Price

Member Price: - $13.00

NonMember Price: - $18.00

Use planning as a fundamental step in getting to impact.

Format:  Print/Tangible

Price

Member Price: - $13.00

NonMember Price: - $18.00

Use planning as a fundamental step in getting to impact.

Format:  Electronic

Price

Member Price: - $0.00

NonMember Price: - $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 Price: - $1995.00

Member Price: - $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

NonMember Price: - $15.00

Member Price: - $0.00

We all want to make an impact, or in simpler terms, make a real difference. This desire often leads foundations to ask themselves: “Could we making a bigger difference?” But with limited time, it can be challenging to figure out how to get there.

Format:  Electronic

Price

Price: - $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

Price: - $0.00

Explore the key elements of giving circles.

Format:  Electronic

Price

Price: - $0.00

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

Format:  Electronic

Price

Price: - $0.00

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

Format:  Electronic

Price

Member Price: - $0.00

NonMember Price: - $30.00

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

Format:  Print/Tangible

Price

NonMember Price: - $33.00

Member Price: - $23.00

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

Price: - $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:  Print/Tangible

Price

NonMember Price: - $23.00

Member Price: - $13.00

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

 

Format:  Print/Tangible

Price

NonMember Price: - $73.00

Member Price: - $43.00

Format:  Electronic

Price

NonMember Price: - $15.00

Member Price: - $0.00

Format:  Print/Tangible

Price

NonMember Price: - $33.00

Member Price: - $23.00

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 Price: - $1995.00

Member Price: - $1495.00

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:  Electronic

Price

NonMember Price: - $105.00

Member Price: - $65.00

A framework to help your board carry out a thoughtful discussion about board compensation and craft a policy that fits your foundation’s unique outlook and circumstances.

Format:  Electronic

Price

Member Price: - $0.00

Guest,NonMember - $15.00

A framework to help your board carry out a thoughtful discussion about board compensation and craft a policy that fits your foundation’s unique outlook and circumstances.

Format:  Print/Tangible

Price

NonMember Price: - $18.00

Member Price: - $13.00

Format:  Print/Tangible

Price

Member Price: - $13.00

NonMember Price: - $18.00

Format:  Electronic

Price

Member Price: - $0.00

NonMember Price: - $15.00

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

Format:  Print/Tangible

Price

NonMember Price: - $18.00

Member Price: - $13.00

The 2018 edition of our flagship report is the premier benchmarking resource for foundations with few or no staff.

Format:  Print/Tangible

Price

Member Price: - $98.00

NonMember Price: - $298.00

The 2018 edition of our flagship report is the premier benchmarking resource for foundations with few or no staff.

Format:  Electronic

Price

Available only to members: - $0.00

In this first module of the Foundations 101 virtual seminar, hear an overview of the nonprofit sector and where foundations fit in. Learn about some key administrative pieces to get into place before you get started, and how your foundation’s strategy impacts those decisions.

Format:  Electronic

Price

Member Price: - $50.00

NonMember Price: - $75.00

In this governance basics module of Foundations 101 virtual seminar, learn ways trustees and staff can ensure smooth board operations and minimize the impact of change. Participants will review key administrative tasks to maintain the board’s structure and operations, including putting into place important documents, orienting board members, and setting term limits.

Format:  Electronic

Price

NonMember Price: - $75.00

Member Price: - $50.00

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