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In Support of Sabbaticals
This post originally appeared on Hauʻoli Mau Loa Foundation’s blog. There are a number of studies that explore the value of sabbaticals in the nonprofit sector. The Durfee Foundation is perhaps best known for its advocacy for this tool in the sector. Our Board was convinced it was worth it for us to try out... Read More
Next Generation Philanthropy: Where To Start
Next generation philanthropy. No matter how you define the next generation, many foundations struggle to engage this subset into their philanthropy. “The most important thing is to treat young people as equals at the board table,” says Susan Price from the National Center for Family Philanthropy. “They don’t know everything the older generation knows, but... Read More
Investment Management Request for Proposals: Everything You Need to Know
Effective philanthropy is sustained and powered by prudent investment of the assets you are dedicating for philanthropic purposes. A request for proposal (RFP) is a document, often a questionnaire, that lets you compare investment service offerings, performance, fees, and other value-add services. Whether you’re looking for an investment service provider for the first time, planning... Read More
Payout Requirements: Year-End Tips for Meeting Your Minimum
A private foundation must make annual charitable expenditures, called qualifying distributions, equal to at least 5% of the fair market value of its previous year’s endowment. Thus, a foundation with average assets of $5 million in fiscal year 2022 must make roughly $250,000 of qualifying distributions by the end of its next fiscal year, or December... Read More
Recapping Our 2023 Annual Conference in Baltimore
“When philanthropy partners, communities prosper.” This theme resounded throughout our 2023 Annual Conference, where members from all 50 states and every type of community gathered with 500+ peers in Baltimore’s Inner Harbor to learn and make meaningful connections. Here are some highlights from the event: Creating Lasting Impact In our opening plenary, Wizipan Little Elk Garriott,... Read More
Social Justice Investing: Aligning Portfolios With a Social Justice Mission
Social justice refers to everyone in society having equal access to the social determinants of health including economic stability; education access and quality; health care access and quality; neighborhood and built environment; and social and community content. For investors, a widening income inequality gap can change risk and return expectations across investment opportunities and may... Read More