Blog

Topic: “Investments”

Lean Funders Are Adjusting Their Grantmaking and Operations to Respond to COVID-19: Week of May 4

On Friday, May 1, Exponent Philanthropy hosted a fifth live discussion for lean funders to share how they are responding to COVID-19. We will continue to host these discussions every Friday at 2 PM ET to give all lean funders the opportunity to connect around their responses. We are also compiling COVID-19 information and resources relevant to lean funders.... Read More

Market Volatility in the Face of COVID-19

COVID-19 is hitting investment portfolios hard with a series of precipitous plunges in asset values not seen since the market meltdown of 2008. The financial news is stomach-churning; all manner of “worst since,” “biggest drop in” statistics accompanied by graphs with lines helpfully pointing straight down in case you didn’t quite get the point. And... Read More

Webinar Recording
Investing Like a Fiduciary

A fiduciary is anyone who has the legal responsibility of caring for someone else’s money. Foundation board members and investment committee members would generally be called fiduciaries, required by law to be well informed about the assets under their care and to follow a prudent process in caring for them. In this webinar, learn to... Read More

Webinar Recording
Gender Lens Investing: A Unique Approach for Foundations

Private foundations are increasingly considering ways to advance gender issues and equality beyond grantmaking. Women and girls represent half of the world’s population, yet gender inequality persists globally. Gender lens investing, an investment strategy that overlays rigorous financial analysis with gender diverse characteristics, is becoming recognized as one of the most exciting areas of impact... Read More

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