Through stories and examples, learn how Foundations have aligned their investment portfolios with their philanthropic missions. This webinar was created for foundations that are beginning to explore impact investing, or for Foundations looking for ways to advance their impact investing program. Read More
In 2020, the pandemic upended our daily lives and the philanthropic landscape. But the Claire Friedlander Family Foundation‘s board saw this crisis as an opportunity to transform their giving, investment focus and protocol — proactively aligning the assets of the foundation with its mission. The pandemic and ensuing hardships gave the board the impetus to... 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
For many years, small-staffed foundations have been at the heart of the impact investing movement, joining with, and at times leading, larger philanthropies. Small-staffed foundations tend to be more agile than their larger, staffed counterparts; they often have more knowledge on needs in certain issue areas and geographies; they’re better positioned to deploy a greater... Read More
In today’s unpredictable market and economic environment, foundations face distinctive challenges in advancing their missions amid ongoing market volatility. How can they better understand this uncertainty—especially the potential impact of tariffs—on their financial health and long-term sustainability? A Quick History Lesson For nearly 40 years, declining interest rates served as a powerful tailwind for investors,... Read More
Financial advisors who work with investment committees of foundations, endowments, and other philanthropic entities find the fiduciary standard an important component of their work. But many are actually not fiduciaries. In fact, the Dodd–Frank legislation of 2010 required the SEC to study the fiduciary standard, because there is a good deal of confusion among investors... Read More