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Foundations 101 Virtual Seminar: Investment Management Oversight

For those running a foundation, it’s important to understand the board’s fiduciary duties and how to manage investment work, whether or not you’re working with an investment advisor. Learn how the investment policy statement serves as a guide and hear about financial tools that extend your grantmaking in this module of the Foundations 101 virtual... Read More

Increase Foundation Cash Flow, Conservatively

Kelly is a foundation trustee who, during a recent review of the foundation’s investment portfolio, learned that income generated by the portfolio was not enough to fund the foundation’s charitable activities—the required 5% annual distribution. Although the portfolio’s returns were good, cash flow was an issue. Kelly wondered about a conservative way to generate cash... Read More

Community Foundation Investment Oversight: Getting Up to Speed

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

Help Your Grantees Prepare for Market Downturns—and Do It Now

One session at the Exponent Philanthropy National Conference this past fall prompted a question that I’ve continued to ponder. I attended the session “A Framework for Foundation Investing in a Low-Return Environment.” Full disclosure: As a relative newcomer to philanthropy, I often feel anxious in discussions about organizational budgets and investing. But it’s an important... Read More

Bracing for Market Volatility

For the past few years, investors have enjoyed a long period of relative calm in the markets. In recent months, however, market volatility has begun to rear its head. This volatility can naturally be unnerving, but one must remember that volatility is, in fact, a normal part of the investing cycle. Those of us that... Read More

Where Does Your Cash Sleep at Night?

Local giving is a priority for the vast majority of Exponent Philanthropy members. This is probably no surprise for those of us who associate charitable giving with supporting our local nonprofits, places of worship, or community members who are in need. On average, like most private foundations, Exponent Philanthropy members give away approximately 5% of... Read More