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
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
Eligibility Exponent Philanthropy programs are open to foundation donors, trustees, and staff; individual donors; donor advised fund holders; members of giving circles; board and staff of philanthropic support organizations; and Exponent Philanthropy sustaining and professional partners. The attendance of any party shall be within the sole discretion of Exponent Philanthropy. Exponent Philanthropy programs are not open... Read More
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
Paul D. Daugherty Chief Executive Officer Paul received his bachelor of arts degree double majoring in Communication Studies and Political Science at West Virginia Wesleyan College. He has completed graduate courses and advanced training at Marshall University and Georgetown University. When he’s not working on philanthropy and strengthening communities, he spends his time honing... Read More
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