Investors’ Circle (IC), an Exponent Philanthropy Professional Partner, is the world’s largest and most active impact investing network and has invested over $200 million into more than 330 enterprises dedicated to improving the environment, education, health, and community. The organization was founded in 1992 by a group of successful social entrepreneurs who shared a desire... Read More
A message from Henry Berman, CEO of Exponent Philanthropy One week ago today, we witnessed an assault on our nation’s Capitol. One week from today, that same Capitol will host the inauguration of our new president. Both events will be defining chapters in tomorrow’s history books. But tomorrow is not today. We cannot stand idly... Read More
This post is an excerpt from the complimentary resource Essentials of Impact Investing: A Guide for Small-Staffed Foundations, created by Exponent Philanthropy and partners Mission Investors Exchange and Arabella Advisors. Want to align your investments with your mission? Download your copy >> By Lucy Cantwell, New Belgium Family Foundation Many people are beginning to intuitively grasp the promise of impact investing but... Read More
Investing in companies that are adapting, transitioning and innovating around climate change can be an important part of mitigating some of its most harmful effects. At the same time, it might also help your foundation meet its financial goals: research increasingly suggests that on average, corporations with stronger environmental policies may also exhibit stronger corporate... Read More
The term Outsourced Chief Investment Officer (OCIO) has gained popularity in the investment industry as investment consultants, banks, and small wealth management firms are now offering OCIO services to foundations, endowments, and nonprofits. You may be considering this model instead of the self-managed or consultant model used in the past. Below we include the “T”... Read More
Consider a community foundation with assets of $12 million. A foundation of that size might make a little over $600,000 in grants in a year and raise $750,000. The foundation works carefully to oversee the funds going out and coming in, but what about the remaining $11.4 million in its endowment? $11.4 million. If the... Read More