Similar to any business, your foundation should have a succession plan that establishes key roles and identifies future leaders. A comprehensive plan can help steer your organization through moments of transition—whether expected or unexpected—to ensure continuity. Maintaining Stability During Times of Transition At some point, every foundation and its board will face a leadership transition... Read More
Note: Glenmede’s research and strategy teams are working continuously to review new data and market events. We welcome conversations with Glenmede if you have questions about the impacts for your foundation. President Trump’s tariff announcements on April 2 were broader than expected and have led to a negative global equity market reaction. Economic implications... Read More
Board Members as Responsible Stewards This article originally appeared in Glenmede’s “Perspectives.” Good governance is at the core of an effective board, no matter the size or complexity of the grantmaking foundation. Sound governance practices help board members be responsible stewards of the assets they oversee and establish a strategic decision-making and administrative framework. Best... Read More
Investing in companies that are adapting, transitioning and innovating around climate change can be an important part of mitigating some of its most harmful effects. At the same time, it might also help your foundation meet its financial goals: research increasingly suggests that on average, corporations with stronger environmental policies may also exhibit stronger corporate... Read More
While charitable foundations regularly leverage grantmaking to advance their missions, the potential impact of their investments is not always similarly scrutinized. To begin exploring your foundation’s effect on BIPOC (Black, Indigenous, People of Color) communities in the U.S., here are three questions you should ask your investment manager: 1. Who Is Managing My Portfolio’s Underlying... Read More
We’re excited to share the story of a client who’s using its charitable capital to increase civic engagement: The Langeloth Foundation supports health and racial equity outcomes for all people in order to foster and sustain safe and healthy communities. It envisions a society that is free of the systematic barriers that prevent people and communities... Read More