Sample Document
Determining Fiduciary Duty
Determine which of your investment professionals have a fiduciary duty to your foundation. Read More
Resources
Results for: Topic: “Investments”
Sample Document
Sample Document
Hiring Investment Professionals
Download sample questions and requests for proposals to use when hiring investment professionals. Read More
Impact Investing Resources
The impact investing field has a lot of momentum. Learn from foundations and other organizations at the center of the movement, as well as from foundations that are earlier in the process. Foundations The Case Foundation published a short guide to impact investing. F.B. Heron Foundation is a leader in impact investing. KL Felicitas Foundation’s... Read More
Designing a Spending Policy That Works
Your organization’s spending policy should be carefully selected after the thorough evaluation of several key inputs. A qualitative review of the type of organization, time horizon, beneficiaries, purpose of the endowment, sources of funding, institutional resources, applicable donor restrictions, and the investment policy statement should lead to a quantitative analysis that addresses: Annual operating expenses... Read More
Impact Investing Overview
Whatever the terminology, a smart investment is one that matches the right kind of capital to the problem you are seeking to solve. If the desired result is solely programmatic, a grant will do. To capitalize a social or environmental initiative while preserving assets for future uses, consider a program related investment. To further mission... Read More
Is It Time for New Investment Professionals?
Establishing clear procedures for monitoring, evaluating, and changing your investment providers—including outside investment consultants, an outsourced chief investment officer (OCIO), and/or investment managers—are key parts of fiduciary responsibility. Your investment policy statement (IPS) should include these procedures. Matthew Wright, president and chief investment officer of Disciplina Group, recommends that any contracts regarding investment services should... Read More