Blog

Topic: “Investments”

The Best of Both Worlds: Using Private Foundations and Donor Advised Funds

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

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

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