Investments Collection - Exponent Philanthropy

Investments Collection

This bundle of four primers offers valuable information to the person who oversees your foundation’s investments.

These primers include:

  • Getting It Done: The Who and How of Small Foundation Investing
  • Creating a Strategy and Plan for Your Foundation’s Investing: Developing and Using an Investment Policy Statement (IPS)
  • Essentials of Impact Investing: A Guide for Small Staffed Foundations
  • Leveraging Your Assets With Loans and Other Program Related Investments (PRIs)

Put together, these resources offer your foundation’s financial leaders a comprehensive overview of the challenges, and opportunities, that come with investing your foundation’s assets to advance your mission.