While environmental and governance factors in ESG investing are well-defined, the magnitude of social factors can leave foundations unsure of where to focus their efforts. Join us for guidance on how to address and measure social factors in your portfolio. We’ll touch on subjects such as equity and inclusion, access to quality employment, community investment... Read More
As the climate crisis continues to accelerate and reach the forefront of our global conversation due to headline-dominating wildfires and ever more frequent hurricanes, many members of the philanthropic community have leveraged their grantmaking to support environmental stewardship. To maximize impact, funders are looking beyond their grantmaking and considering how to leverage the entirety of... Read More
This guide is for professional advisors whose clients want to formalize their charitable giving through a giving vehicle such as a Donor Advised Fund (DAF) or a private foundation. Experienced professional advisors know that helping clients find the best giving vehicle available for them creates a win-win situation. The clients will be happier with a vehicle that is a... Read More
Private foundations are a great way to give. And many foundations use multiple giving vehicles to accomplish their charitable goals. One of these vehicles is donor advised funds (DAFs). This primer looks at how DAFs work and how your foundation can use DAFs to further its philanthropic goals. It covers: How DAFs differ from private... Read More
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... Read More
Developing an Investment Policy Statement (IPS) sets the course for managing your foundation’s assets through time. It also reinforces how your investment policy and practices will help to achieve your foundation’s mission and goals. This primer describes how to develop your IPS and guides you through three main tasks, including: Making strategy decisions that lay... Read More