Publication date:
December, 2011

This primer from Exponent Philanthropy will help you undertake a thoughtful planning process that answers two important questions: What do we want to accomplish with our limited resources, and what is the best way to do so? Specifically, this primer will help you: set the stage for planning at your foundation; clarify your foundation’s purpose as a first step in planning; create a road map for your giving with your purpose as the driving force; and align all of your work to follow the road map and enhance your impact. The primer begins at a basic level and, for those who are ready to make specific plans, moves quickly to more strategic matters. This resource was part of the 2014 CMF Foundations 101 program.
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