Every foundation’s goal is to have a thoughtful, disciplined investment process that is aligned with the foundation’s purpose and goals. This guide provides a high-level overview to quickly help you understand different aspects of foundation investment.
Within these pages, you’ll find out how to start off with an investment policy statement (IPS), why your foundation needs an investment strategy, what choices to make about asset allocation, and how to ensure alignment with your foundation’s objectives through mission investing. Each section highlights the most recent data from Exponent Philanthropy’s Foundation Operations and Management Report.