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Broader & Deeper: 5-Part Investment Due Diligence Program

This article suggests that it will be useful for foundations to think about investment manager due diligence in a different conceptual framework than typically has been used in the past. The typical framework has had two major elements: Investment due diligence Operational due diligence This article suggests that investors, including foundations, will be well-served by... Read More

Allocating Your Assets

Are you talking with your board and investment advisors about asset allocation? Concepts to consider A number of concepts should be understood before you tackle the important work of creating an investment policy and allocating assets. Investment time horizon How long do you want your foundation to exist? Do you plan for your foundation to... Read More

Top 5 Ways to Make an Impact Beyond Grantmaking

Originally distributed as part of Glenmede’s Top 5 series While grantmaking remains one of the most powerful ways for philanthropists to create an impact, new ways of thinking have inspired philanthropists to leverage additional strategies. Become a Strategic Partner, Not Just a Funding Source Grantmakers have the ability to impact grantees in a number of... Read More

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The Role of Alternative Investments in Foundation Investing

In Exponent Philanthropy’s 2016 Foundation Operations and Management Report, only 10% of respondents report investing in “alternative” strategies. These investments include commodities, real estate, hedge funds, and private equity, and they are increasingly seen as a way to mitigate the volatility of stocks and bonds. Learn what these asset classes represent, why and how to include... Read More

Staff Biographies

Cynthia Schaal Interim CEO Email Cynthia As the Interim CEO, Cynthia leads the staff to execute the mission, vision, and values of Exponent Philanthropy through the overall management and stewardship of day-to-day administration, internal culture, external relationships, and strategic plan implementation. Cynthia received her undergraduate degree in Russian from Georgetown University and her master’s degree... Read More

PRIs: Smart Grants for Down Markets

Program related investments (PRIs) are a special type of grant that gained popularity during the Great Recession to preserve endowment assets while pursuing a charitable mission. PRIs are program tools like grants and should not be confused with other forms of socially responsible investing in which producing financial return is a priority. How does a... Read More