Featuring Lessons From Foundation Leaders Like
 Kaisha VilcinorWilliam Penn Foundation |
 Alberto Ortega HinojosaPackard Foundation |
 Greg TaylorRobin Hood Foundation |
What’s Inside
On September 21, 2026, foundation leaders joined panelists from the Packard, Robin Hood and William Penn foundations for a candid conversation about what’s working with AI and what isn’t. The report covers:
- The specific use cases each foundation is running, from fiscal due diligence to proposal review
- How they approach governance, data classification and agentic AI
- Lessons they would pass on to peers at earlier stages
- A stage-by-stage guide to where to start at your foundation
Five takeaways from our Panelists
- Give AI a named owner
- Start from pain points, not tools
- Data quality sets the pace
- Approve use cases, not just tools
- Validate, then validate again
The full report explains what each foundation did behind these lessons.
Where does your foundation stand?
You’ll complete an in-depth readiness assessment, and we’ll walk you through your results and what they mean for your next steps.
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About Our Panelists
Kaisha Vilcinor, William Penn Foundation
As the Grants and Information Systems Manager at the William Penn Foundation, Kaisha enhances the use of Salesforce and other data systems foundation-wide. Previously, she worked at Philadelphia Futures where she revamped their data management processes and systems.
Alberto Ortega Hinojosa, Packard Foundation
Alberto Ortega Hinojosa is the Data and Insights Officer at the David and Lucile Packard Foundation, where he leads monitoring and reporting on Foundation strategy and co-leads its approach to generative AI. He brings over twenty years of experience in public health, evaluation, and policy; regularly convenes peer foundations on strategy, data, and learning; and co-leads the MERL Tech Community of Practice Philanthropy Working Group.
Greg Taylor, Robin Hood Foundation
Greg Taylor is the Chief Finance & Operations Officer at Robin Hood Foundation, overseeing the Finance, IT, and Operations teams. He has spent the last two decades fighting poverty and advancing human rights and justice through finance and operations leadership roles in large international non-government and multilateral organizations.
About Exponent Partners
A Certified B Corporation founded in 2005, Exponent Partners has completed more than 2,000 engagements helping more than 900 foundations and nonprofits create radically better impact. We help foundations put Salesforce, data and AI to work for their grantmaking and strategy, including AI readiness, governance and implementation.