This bundle of four primers has valuable information about overseeing 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)
Altogether, 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.