Getting It Done: The Who and How of Small Foundation Investing

Investments are like most things in life: You can get by doing the bare minimum, but your assets will never reach their full potential, and may even suffer. Which management and oversight structure will make it possible for your foundation to make the most of its assets?

This primer will help you answer that question. It describes five different options, or models, for managing and overseeing investments:

  1. Board Does It All Model
  2. Board and Small Staff Do It All Model
  3. Investment Manager Model
  4. Investment Consultant Model
  5. Outsourced Chief Investment Officer (OCIO) Model

After reading this primer, you will have the information to decide who will manage and oversee your investments, and how to find help if you decide to use outside professionals.

50 pages

This primer is part of the Investments Collection.