Philanthropy Exchange Basics

Getting Started on the Exchange

  • Visit the Exchange - Visit and log in with your e-mail and password for the Council’s website. If you don’t know it, e-mail
  • Create a profile - Click on “My Profile” and start adding information about yourself. Discussion partisans on the Philanthropy Exchange are 25% more likely to receive a peer response if they have a profile picture.
  • Join a Community - Select “All Communities" in the tool bar, click “Join” to the right of communities you would like to join, and select your notification preference.
  • Visit the Directory to Meet Other Members – Click on "Directory" in the tools bar. The Directory lets you search for other members based on:
    • First and/or last name
    • Company/Institution name
    • Email address

How to post through your email

You can post or reply by logging into the Philanthropy Exchange or directly from your e-mail. You can even attach a document to your e-mail reply, and it will be added to the Exchange library!

Use the public reply for information that everyone can benefit from

  • On the Exchange website, do this by clicking Reply to Discussion
  • On e-mail, do this by clicking Reply to Group via E-mail or Reply to Group Online

Use the private reply for confidential information or replies that only the sender needs to see

  • On the Exchange website, do this by clicking Reply Privately
  • On e-mail, do this by clicking Reply to Sender

Open Exchange

Contribute, connect, and learn in this member community designed for staff from all foundation types. This is the best place to get valuable perspectives from a broad range of audiences.

Role-Focused Peer Communities

Connect with sector peers around the globe in roles similar to yours. Search an online library of +1,700 peer-created best practices and template documents.

Foundation-Specific Peer Communities

Seek and give candid advice in a secure community conversation with peers from similar foundation types (like community foundations, private foundations, and corporate philanthropy).

Peer Learning Circles

Join a Peer Learning Circle to engage with a learning cohort of members interested in similar issues, facing shared challenges, or piloting new activities together.


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