Exponent Philanthropy

Filing your foundation’s 990-PF doesn’t have to be overwhelming! Our upcoming 990-PF Seminar is designed to help you avoid penalties, understand IRS requirements, and streamline the tax filing process. With expert-led sessions and practical tips, you’ll leave feeling confident about your next filing. Plus, it’s a great opportunity to get your burning questions answered! ?? Save the date: November 13, 2024 ?? Register Today: https://bit.ly/3XZ5IXu #990PF #FoundationManagement #NonprofitCompliance #PhilanthropyEducation

Join us at the #2024ExponentConference for a beginner session on mastering finance basics for lean foundations led by Your Part-Time Controller, LLC! ?? Learn how a finance calendar keeps your team in sync, why board education matters, how financial reports drive key decisions, and how outsourcing can ease your foundation's financial challenges. https://bit.ly/3RnVAn7

?? How are global markets impacting your investments? In our latest blog, we revisit commodities to explore the key factors shaping today's market—from inflationary pressures to energy transitions and global supply chains. Dive in to understand how these forces are influencing your portfolio. ?? Read more: https://bit.ly/3Xq9A21

?? Transforming Philanthropy: In our new publication, we dive deep into the current state of racial equity in lean foundations. Key findings include: - A significant lack of diversity in leadership, with 68% of boards being 100% white. - The importance of community-centric practices that engage directly with the communities served. - Strategies for lean funders to support nonprofits' racial equity efforts, including advocacy and capacity building. - Join us in exploring how to bridge the gap between intention and impact! Check out the full report: Get your copy here > https://bit.ly/3MkkO2W

The Foundation Advocacy Intensive is just around the corner! Starting September 25, this program will equip lean foundations with the skills to effectively engage in advocacy. ? What to Expect: - Expert insights from Jason Sabo - Peer collaboration and support - Strategies to influence policy ?? Register today and be part of this transformative experience! https://bit.ly/3LQYNIT

?? Filing Form 990-PF can be daunting, but it doesn’t have to be! Our latest blog, "Preparing to File Form 990-PF: A Comprehensive Guide," walks you through the essentials to ensure your foundation stays compliant and confident. Whether you're new to the process or need a refresher, this guide has you covered. ?? Read more:?https://lnkd.in/gMrNBrzV

Wonderful to visit with Peter Johnstone of The Clem Jones Foundation as he is visiting the states from Australia! Exponent Philanthropy is honored to be both a domestic and international resource and lifelong partner to lean funders and donors around the world.

?? Are you looking for ways to build greater relationships with your nonprofit partners? Exponent Philanthropy created a toolkit to help funders recognize the aspects of great relationships with their grantees, assess competencies, and consider ways to improve how to be in partnership. In this resource, you’ll also find tips and resources from other funders and nonprofits to?develop your own action plan. Download this resource from the field ? https://bit.ly/3Zek2fz

A great checklist from Exponent Philanthropy for #nonprofitboards looking to make sure that it's paying attention to the vital #HR policies and processes that support the professionals who get the work done. While aimed at private foundations, this tool is applicable to any #foundation or #nonprofit. So many nonprofit employees have shared stories of unclear or inconsistent policies. When boards step up and make sure the organization addresses Human Resources by making the implicit explicit and getting everyone on the same page, it benefits employees' well being and satisfaction, and the impact of the organization overall. #governance https://lnkd.in/evb6MjZm

Exponent Philanthropy has released its 2024 Racial Equity in Lean Foundations: The Lean Funder’s Equity Journey, which dives into how foundations with few or no staff are incorporating racial equity into their work to drive better decisions, achieve more equitable outcomes and amplify their philanthropic impact. Download the report: https://lnkd.in/g-wpXTse